Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CYSRX (COLUMBIA ACORN USA COLUMBIA ACORN USA CLASS R5) | NA | 0.15% | 8.45% | 4.66% | 7.39% | NA | NA | … | … |
Data as of 04/24/2023, Common starting date is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CYSRX (COLUMBIA ACORN USA COLUMBIA ACORN USA CLASS R5) | 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 (%) | -0.26 | 0.15 | 8.45 | 4.66 | 7.39 | NA | NA | … | … | 9.43 | -30.79 | 8.99 | 24.10 | 31.41 | -1.89 | 19.56 | 13.09 | -1.23 | 2.28 | 22.17 | -1.19 |
| Sharpe Ratio | NA | -0.02 | 0.28 | 0.13 | 0.30 | NA | NA | … | … | 1.47 | -0.92 | 0.41 | 0.63 | 1.84 | -0.17 | 1.65 | 0.76 | -0.08 | 0.14 | 1.28 | -0.35 |
| Standard Deviation(%) | NA | 32.18 | 27.47 | 27.69 | 22.56 | NA | NA | … | … | 21.05 | 35.31 | 22.03 | 37.93 | 16.30 | 18.89 | 11.53 | 17.00 | 15.90 | 15.83 | 17.30 | 24.98 |
| Draw Down(%) | NA | 20.62 | 43.67 | 43.67 | 43.67 | NA | NA | … | … | 8.79 | 37.42 | 14.61 | 39.94 | 8.94 | 26.40 | 5.05 | 18.73 | 13.89 | 14.24 | 10.13 | 8.11 |
| Yield(%) | 0.00 | 3.55 | 14.64 | 11.37 | 11.34 | 8.07 | 6.05 | … | … | 0.00 | 2.68 | 23.67 | 4.93 | 12.14 | 13.42 | 28.83 | 34.09 | 27.02 | 15.40 | 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 |
|---|---|---|---|---|
| CYSRX (COLUMBIA ACORN USA COLUMBIA ACORN USA CLASS R5) |
-2.18%
Dec 2019 – Dec 2022 |
3.62%
Mar 2015 – Mar 2020 |
7.21%
Mar 2013 – Mar 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CYSRX (COLUMBIA ACORN USA COLUMBIA ACORN USA CLASS R5) |
22.06%
Feb 2016 – Feb 2019 |
21.46%
Feb 2016 – Feb 2021 |
7.63%
Jan 2013 – Jan 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart