Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LAUCX (COLUMBIA ACORN USA COLUMBIA ACORN USA CLASS C) | NA | -4.78% | 14.15% | 7.49% | 9.32% | 7.93% | 9.43% | … | … |
Data as of 04/24/2023, Common starting date is 03/15/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAUCX (COLUMBIA ACORN USA COLUMBIA ACORN USA CLASS C) | 03/15/2001 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | -4.78 | 14.15 | 7.49 | 9.32 | 7.93 | 9.43 | … | … | 9.18 | -34.25 | -17.14 | 54.38 | 29.94 | -2.91 | 18.30 | 11.92 | -2.28 | 2.67 | 31.47 | 17.82 | -5.92 | 21.83 | 39.96 | -39.87 | 2.39 | 7.14 | 11.76 | 19.26 | 45.32 | -19.48 | 15.59 |
| Sharpe Ratio | NA | -0.19 | 0.44 | 0.22 | 0.37 | NA | NA | … | … | 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 | 0.30 | 0.79 | 1.20 | 2.66 | -0.89 | 0.87 |
| Standard Deviation(%) | NA | 32.01 | 30.19 | 29.36 | 23.38 | NA | NA | … | … | 21.20 | 35.16 | 33.81 | 43.72 | 16.31 | 18.96 | 11.31 | 17.03 | 15.92 | 15.81 | 14.20 | 17.41 | 32.51 | 24.50 | 33.82 | 43.32 | 17.22 | 12.97 | 12.14 | 15.31 | 16.78 | 23.01 | 21.03 |
| Draw Down(%) | NA | 20.75 | 46.15 | 46.15 | 46.15 | NA | NA | … | … | 8.92 | 39.87 | 33.11 | 39.91 | 9.27 | 26.67 | 5.04 | 18.81 | 14.12 | 13.59 | 6.08 | 12.37 | 28.97 | 20.97 | 28.71 | 51.71 | 12.65 | 11.88 | 7.09 | 12.04 | 12.24 | 37.58 | 23.19 |
| Yield(%) | 0.00 | 3.82 | 65.86 | 29.66 | 14.79 | 12.01 | 16.36 | … | … | 0.00 | 2.88 | 24.67 | 40.73 | 37.07 | 30.05 | 51.72 | 48.80 | 34.31 | 20.16 | 11.49 | 9.87 | 0.66 | 0.00 | 0.00 | 3.76 | 6.36 | 2.35 | 5.78 | 0.67 | 0.00 | 0.00 | 0.86 |
Data as of 04/24/2023, Common starting date is 03/15/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAUCX (COLUMBIA ACORN USA COLUMBIA ACORN USA CLASS C) |
-19.49%
Feb 2006 – Feb 2009 |
-7.14%
Feb 2004 – Feb 2009 |
3.25%
Feb 2006 – Feb 2016 |
5.53%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAUCX (COLUMBIA ACORN USA COLUMBIA ACORN USA CLASS C) |
29.71%
Feb 2009 – Feb 2012 |
25.79%
Feb 2016 – Feb 2021 |
16.95%
Sep 2011 – Sep 2021 |
10.86%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart