Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LAUAX (COLUMBIA ACORN USA COLUMBIA ACORN USA CLASS A) | NA | 2.66% | 9.14% | 4.93% | 8.39% | 7.59% | 9.38% | 8.42% |
Data as of 04/24/2023, AR inception is 03/15/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAUAX (COLUMBIA ACORN USA COLUMBIA ACORN USA CLASS A) | 03/15/2001 | 04/24/2023 |
| Last 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 (%) | -0.29 | 2.66 | 9.14 | 4.93 | 8.39 | 7.59 | 9.38 | 8.42 | 9.37 | -29.09 | -25.33 | 23.71 | 30.88 | -2.15 | 19.14 | 12.70 | -1.60 | 3.35 | 32.34 | 18.67 | -5.21 | 22.78 | 41.07 | -39.38 | 3.18 | 7.95 | 12.68 | 20.12 | 46.26 | -18.97 | 16.15 |
| Sharpe Ratio | NA | 0.05 | 0.29 | 0.14 | 0.34 | NA | NA | 0.32 | 1.37 | -0.85 | -0.60 | 0.62 | 1.81 | -0.18 | 1.67 | 0.73 | -0.10 | 0.21 | 2.27 | 1.08 | -0.16 | 0.93 | 1.21 | -0.93 | 0.01 | 0.36 | 0.86 | 1.25 | 2.73 | -0.87 | 0.91 |
| Standard Deviation(%) | NA | 32.71 | 27.67 | 27.81 | 22.41 | NA | NA | 23.37 | 21.07 | 35.82 | 42.32 | 37.94 | 16.32 | 18.91 | 11.16 | 17.03 | 15.91 | 15.81 | 14.22 | 17.40 | 32.50 | 24.45 | 33.82 | 43.31 | 17.23 | 12.96 | 12.16 | 15.30 | 16.72 | 22.98 | 21.01 |
| Draw Down(%) | NA | 20.70 | 43.79 | 43.79 | 43.79 | NA | NA | 58.72 | 8.85 | 37.57 | 39.65 | 39.97 | 9.03 | 26.47 | 5.03 | 18.77 | 13.97 | 13.25 | 6.03 | 12.24 | 28.86 | 20.79 | 28.64 | 51.53 | 12.34 | 11.75 | 7.02 | 12.01 | 12.22 | 37.40 | 23.11 |
| Yield(%) | 0.00 | 5.80 | 20.27 | 14.45 | 13.11 | 11.19 | 15.93 | 14.19 | 0.00 | 4.39 | 33.55 | 6.56 | 16.38 | 16.52 | 34.75 | 38.55 | 29.42 | 17.91 | 10.38 | 9.46 | 0.60 | 0.00 | 0.00 | 3.56 | 6.08 | 2.26 | 5.63 | 0.66 | 0.00 | 0.00 | 0.99 |
Data as of 04/24/2023, AR inception is 03/15/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAUAX (COLUMBIA ACORN USA COLUMBIA ACORN USA CLASS A) |
-18.84%
Feb 2006 - Feb 2009 |
-6.41%
Feb 2004 - Feb 2009 |
4.01%
Feb 2006 - Feb 2016 |
5.82%
May 2007 - May 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAUAX (COLUMBIA ACORN USA COLUMBIA ACORN USA CLASS A) |
30.68%
Feb 2009 - Feb 2012 |
26.17%
Feb 2009 - Feb 2014 |
17.44%
Feb 2009 - Feb 2019 |
11.36%
Mar 2003 - Mar 2018 |
Annualized Rolling Returns Comparison Chart