Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CEARX (COLUMBIA ACORN FUND COLUMBIA ACORN FUND CLASS R4) | NA | 34.40% | -8.79% | -1.16% | 4.18% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CEARX (COLUMBIA ACORN FUND COLUMBIA ACORN FUND CLASS R4) | 11/12/2012 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.14 | 34.40 | -8.79 | -1.16 | 4.18 | NA | NA | … | … | 20.91 | 21.89 | -36.69 | -12.26 | 13.72 | 27.11 | -4.97 | 25.16 | 10.57 | -2.29 | -1.13 | 22.59 | 0.65 |
| Sharpe Ratio | NA | 1.45 | -0.46 | -0.12 | 0.11 | NA | NA | … | … | 0.88 | 0.93 | -1.04 | -0.41 | 0.38 | 1.68 | -0.33 | 2.51 | 0.64 | -0.15 | -0.08 | 1.53 | 0.28 |
| Standard Deviation(%) | NA | 18.71 | 28.96 | 28.84 | 23.18 | NA | NA | … | … | 18.68 | 19.10 | 36.84 | 29.73 | 35.04 | 15.31 | 19.08 | 9.81 | 16.14 | 15.51 | 14.39 | 14.70 | 17.90 |
| Draw Down(%) | NA | 9.57 | 54.24 | 56.28 | 56.28 | NA | NA | … | … | 9.57 | 16.78 | 42.55 | 27.81 | 35.71 | 9.75 | 26.25 | 3.64 | 16.18 | 13.55 | 13.70 | 8.09 | 5.33 |
| Yield(%) | 0.00 | 0.00 | 0.24 | 1.41 | 8.04 | 6.60 | 4.95 | … | … | 0.00 | 0.00 | 0.00 | 0.78 | 0.00 | 12.82 | 11.07 | 22.81 | 30.76 | 37.92 | 12.91 | 0.00 | 0.00 |
Data as of 11/25/2024, Common starting date is 11/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEARX (COLUMBIA ACORN FUND COLUMBIA ACORN FUND CLASS R4) |
-15.91%
Nov 2020 – Nov 2023 |
-6.60%
Sep 2018 – Sep 2023 |
0.21%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEARX (COLUMBIA ACORN FUND COLUMBIA ACORN FUND CLASS R4) |
19.60%
Feb 2016 – Feb 2019 |
17.43%
Feb 2016 – Feb 2021 |
3.93%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart