Columbia Acorn Fund Class I: (MF: ACRNX)
(NASDAQ Mutual Funds) As of Jun 18, 2025 08:00 PM ET
$11.64 USD
+0.06 (0.52%)
Latest Performance as of May 31, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | -8.39 | 98 |
3 months | -2.96 | 82 |
6 months | -14.60 | 98 |
1 Year | 0.88 | 92 |
3 Year | 7.41 | 75 |
5 Year | 3.61 | 98 |
10 Year | 6.24 | 90 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 182.24 |
Bear Market (10/07 - 2/09) | -51.46 |
Bull Market (2/09 - 3/21) | 560.03 |
Load Adjusted Returns as of May 31, 2025
1 Year | -10.02 |
5 Year | 7.37 |
10 Year | 5.85 |
Since Inception | 12.97 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -13.82 | NA | NA | NA |
2024 | 9.60 | -6.01 | 9.14 | 1.79 |
2023 | 10.03 | 5.67 | -5.17 | 10.51 |
2022 | -17.51 | -23.47 | 1.28 | 3.58 |
2021 | 1.92 | 5.85 | -1.57 | 2.64 |
2020 | -21.29 | 28.31 | 9.39 | 17.18 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | -8.39 | 14.45 | 21.85 | -33.77 | 9.01 | 29.47 | 26.60 | -5.08 | 25.19 | 10.34 | -1.56 |
% Total Return Rel to Index | -9.45 | -10.56 | -4.39 | -15.57 | -19.67 | 11.07 | -4.88 | -0.69 | 3.40 | -1.58 | -2.95 |
% Total Return Rel to Peer | -8.79 | -4.93 | -1.14 | -14.07 | -13.04 | 9.56 | -1.82 | 1.77 | 4.51 | 2.52 | 0.03 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 5.00 | 5.00 | 2.00 | 4.00 | 3.00 | 2.00 | 2.00 | 3.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.13 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.73 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.47 | 3.58 | 2.20 | 1.68 | 1.80 | 3.63 | 5.97 | 12.28 |
Expense Ratio | 0.00 | 0.83 | 0.83 | 0.83 | 0.83 | 0.86 | 0.85 | 0.83 | 0.83 | 0.82 | 0.80 |
* 1 = Top 20%, 5 = Bottom 20%