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Columbia Acorn Tr, Acorn Fd Cl A: (MF: LACAX)
(NASDAQ Mutual Funds) As of Jul 2, 2025 08:00 PM ET
$8.26 USD
+0.04 (0.49%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -8.42 | 98 |
| 3 months | -2.97 | 82 |
| 6 months | -14.61 | 98 |
| 1 Year | 0.64 | 92 |
| 3 Year | 7.18 | 77 |
| 5 Year | 3.37 | 98 |
| 10 Year | 5.98 | 91 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 177.21 |
| Bear Market (10/07 - 2/09) | -51.63 |
| Bull Market (2/09 - 3/21) | 549.75 |
Load Adjusted Returns as of May 31, 2025
| 1 Year | -15.11 |
| 5 Year | 5.92 |
| 10 Year | 4.99 |
| Since Inception | 12.75 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -13.80 | NA | NA | NA |
| 2024 | 9.61 | -6.09 | 9.07 | 1.66 |
| 2023 | 10.06 | 5.45 | -5.17 | 10.47 |
| 2022 | -17.58 | -23.56 | 1.19 | 3.52 |
| 2021 | 1.89 | 5.71 | -1.61 | 2.65 |
| 2020 | -21.34 | 28.29 | 9.26 | 17.13 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -8.42 | 14.15 | 21.59 | -34.00 | 8.78 | 29.14 | 26.21 | -5.22 | 24.86 | 10.01 | -1.86 |
| % Total Return Rel to Index | -9.48 | -10.87 | -4.65 | -15.80 | -19.90 | 10.73 | -5.27 | -0.82 | 3.06 | -1.92 | -3.25 |
| % Total Return Rel to Peer | -8.82 | -5.24 | -1.40 | -14.30 | -13.27 | 9.22 | -2.21 | 1.64 | 4.18 | 2.19 | -0.26 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 5.00 | 5.00 | 2.00 | 4.00 | 3.00 | 2.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.13 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.95 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.47 | 3.50 | 2.20 | 1.68 | 1.76 | 3.63 | 5.97 | 12.28 |
| Expense Ratio | 0.00 | 1.08 | 1.08 | 1.08 | 1.08 | 1.11 | 1.10 | 1.08 | 1.08 | 1.10 | 1.08 |
* 1 = Top 20%, 5 = Bottom 20%