Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CUSYX (COLUMBIA ACORN USA COLUMBIA ACORN USA CLASS Y) | NA | 0.15% | 8.46% | 4.69% | 7.44% | NA | NA | … | … |
Data as of 04/24/2023, Common starting date is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CUSYX (COLUMBIA ACORN USA COLUMBIA ACORN USA CLASS Y) | 11/12/2012 | 04/24/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | 0.15 | 8.46 | 4.69 | 7.44 | NA | NA | … | … | 9.56 | -30.90 | -14.69 | 24.16 | 31.45 | -1.86 | 19.60 | 13.18 | -1.23 | 2.36 | 22.25 | -1.25 |
| Sharpe Ratio | NA | -0.03 | 0.27 | 0.13 | 0.30 | NA | NA | … | … | 1.40 | -0.92 | -0.45 | 0.63 | 1.84 | -0.17 | 1.65 | 0.76 | -0.08 | 0.15 | 1.29 | -0.37 |
| Standard Deviation(%) | NA | 32.18 | 27.49 | 27.70 | 22.57 | NA | NA | … | … | 21.08 | 35.32 | 32.57 | 37.95 | 16.33 | 18.90 | 11.52 | 17.01 | 15.90 | 15.85 | 17.29 | 25.11 |
| Draw Down(%) | NA | 20.61 | 43.69 | 43.69 | 43.69 | NA | NA | … | … | 8.80 | 37.47 | 31.90 | 39.94 | 8.91 | 26.37 | 5.07 | 18.70 | 13.88 | 14.21 | 10.11 | 8.16 |
| Yield(%) | 0.00 | 3.49 | 14.50 | 11.29 | 11.33 | 8.06 | 6.04 | … | … | 0.00 | 2.64 | 23.42 | 4.91 | 12.01 | 13.38 | 28.64 | 33.95 | 26.95 | 15.37 | 0.00 | 0.00 |
Data as of 04/24/2023, 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 |
|---|---|---|---|---|
| CUSYX (COLUMBIA ACORN USA COLUMBIA ACORN USA CLASS Y) |
-2.18%
Dec 2019 – Dec 2022 |
3.65%
Sep 2017 – Sep 2022 |
7.25%
Mar 2013 – Mar 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUSYX (COLUMBIA ACORN USA COLUMBIA ACORN USA CLASS Y) |
22.10%
Feb 2016 – Feb 2019 |
21.50%
Feb 2016 – Feb 2021 |
7.66%
Jan 2013 – Jan 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart