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Columbia Acorn Fund Class I: (MF: ACRNX)
(NASDAQ Mutual Funds) As of May 1, 2024 08:00 PM ET
$11.19 USD
0.00 (NA)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.60 | 57 |
| 3 months | 9.60 | 57 |
| 6 months | 21.13 | 68 |
| 1 Year | 21.38 | 72 |
| 3 Year | -1.84 | 94 |
| 5 Year | 6.28 | 95 |
| 10 Year | 7.48 | 87 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 182.24 |
| Bear Market (10/07 - 2/09) | -51.46 |
| Bull Market (2/09 - 3/21) | 516.30 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 21.38 |
| 5 Year | 6.27 |
| 10 Year | 7.48 |
| Since Inception | 13.45 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.60 | NA | NA | NA |
| 2023 | 10.03 | 5.67 | -5.17 | 10.51 |
| 2022 | -17.51 | -23.47 | 1.28 | 3.58 |
| 2021 | 1.92 | 5.85 | -1.57 | 2.64 |
| 2020 | -21.29 | 28.31 | 9.39 | 17.18 |
| 2019 | 16.56 | 3.98 | -3.72 | 8.49 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.60 | 21.85 | -33.77 | 9.01 | 29.47 | 26.60 | -5.08 | 25.19 | 10.34 | -1.56 | 0.82 |
| % Total Return Rel to Index | -0.95 | -4.39 | -15.57 | -19.67 | 11.07 | -4.88 | -0.69 | 3.40 | -1.58 | -2.95 | -12.81 |
| % Total Return Rel to Peer | -0.34 | -1.14 | -14.07 | -13.04 | 9.56 | -1.82 | 1.77 | 4.51 | 2.52 | 0.03 | -7.37 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 5.00 | 5.00 | 2.00 | 4.00 | 3.00 | 2.00 | 2.00 | 3.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.13 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.73 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.47 | 3.58 | 2.20 | 1.68 | 1.80 | 3.63 | 5.97 | 12.28 | 5.61 |
| Expense Ratio | 0.00 | 0.83 | 0.83 | 0.83 | 0.86 | 0.85 | 0.83 | 0.83 | 0.82 | 0.80 | 0.79 |
* 1 = Top 20%, 5 = Bottom 20%