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LAUCX: COLUMBIA ACORN USA COLUMBIA ACORN USA CLASS C (MUTUAL FUND)
Basic Info
Asset Class: | Small Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/15/2001 |
Last Dividend Date: | 06/08/2022 |
12-Mo. Yield | 0.00% |
Expenses | 1.08% |
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Performance Analytics (As of 04/24/2023)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.2 | -3.2 | 14.2 | 7.5 | 9.3 | 7.9 | 9.4 | 8.4 | 9.2 | -34.3 | -17.1 | 54.4 | 29.9 | -2.9 | 18.3 | 11.9 | -2.3 | 2.7 | 31.5 | 17.8 | -5.9 | 21.8 | 40.0 | -39.9 | 2.4 | 7.1 | 11.8 | 19.3 | 45.3 | -19.5 | 15.6 |
Sharpe Ratio | NA | -0.19 | 0.44 | 0.22 | 0.37 | NA | NA | 0.31 | 1.32 | -1.02 | -0.51 | 1.23 | 1.75 | -0.22 | 1.57 | 0.68 | -0.15 | 0.17 | 2.21 | 1.03 | -0.18 | 0.89 | 1.18 | -0.94 | -0.04 | 0.3 | 0.79 | 1.2 | 2.66 | -0.89 | 0.87 |
Draw Down(%) | NA | 20.7 | 46.1 | 46.1 | 46.1 | NA | NA | 59.3 | 8.9 | 39.9 | 33.1 | 39.9 | 9.3 | 26.7 | 5.0 | 18.8 | 14.1 | 13.6 | 6.1 | 12.4 | 29.0 | 21.0 | 28.7 | 51.7 | 12.6 | 11.9 | 7.1 | 12.0 | 12.2 | 37.6 | 23.2 |
Standard Deviation(%) | NA | 32.0 | 30.2 | 29.4 | 23.4 | NA | NA | 23.8 | 21.2 | 35.2 | 33.8 | 43.7 | 16.3 | 19.0 | 11.3 | 17.0 | 15.9 | 15.8 | 14.2 | 17.4 | 32.5 | 24.5 | 33.8 | 43.3 | 17.2 | 13.0 | 12.1 | 15.3 | 16.8 | 23.0 | 21.0 |
Treynor Ratio | NA | -0.06 | 0.13 | 0.06 | 0.09 | NA | NA | 0.08 | 0.29 | -0.34 | -0.16 | 0.56 | 0.29 | -0.04 | 0.17 | 0.12 | -0.02 | 0.03 | 0.32 | 0.18 | -0.06 | 0.21 | 0.39 | -0.41 | -0.01 | 0.05 | 0.12 | 0.23 | 0.55 | -0.24 | 0.26 |
Alpha | NA | 0.01 | 0.02 | 0.01 | 0.0 | NA | NA | 0.0 | 0.02 | -0.03 | -0.09 | 0.07 | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 | 0.0 | -0.02 | 0.0 | -0.02 | -0.03 | -0.01 | 0.0 | -0.03 | -0.01 | 0.02 | 0.02 | 0.03 | -0.03 | 0.02 |
Beta | NA | 1.04 | 1.02 | 1.0 | 0.99 | NA | NA | 0.96 | 0.97 | 1.05 | 1.08 | 0.96 | 0.97 | 0.95 | 1.03 | 0.94 | 0.95 | 0.98 | 0.97 | 1.0 | 1.0 | 1.02 | 1.02 | 0.99 | 0.92 | 0.74 | 0.79 | 0.8 | 0.82 | 0.86 | 0.71 |
RSquared | NA | 0.97 | 0.73 | 0.81 | 0.83 | NA | NA | 0.89 | 0.94 | 0.97 | 0.49 | 0.65 | 0.88 | 0.94 | 0.89 | 0.93 | 0.91 | 0.96 | 0.96 | 0.96 | 0.99 | 0.98 | 0.98 | 0.98 | 0.96 | 0.94 | 0.93 | 0.93 | 0.89 | 0.88 | 0.65 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 20.1 | 11.5 | 9.9 | 0.7 | 0.0 | 0.0 | 3.8 | 6.4 | 2.3 | 5.7 | 0.7 | 0.0 | 0.0 | 0.9 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 101.3 | 26.6 | 1294.1 | N/A | N/A | -100.0 | -43.9 | 185.0 | -55.9 | 871.4 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/14/2001
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