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Columbia Acorn Tr, Acorn Fd Cl C: (MF: LIACX)
(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET
$11.27 USD
-0.11 (-0.97%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -4.07 | 97 |
| 3 months | 11.45 | 41 |
| 6 months | -4.07 | 97 |
| 1 Year | 6.01 | 89 |
| 3 Year | 11.02 | 81 |
| 5 Year | 3.39 | 98 |
| 10 Year | 5.69 | 95 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 166.77 |
| Bear Market (10/07 - 2/09) | -52.15 |
| Bull Market (2/09 - 3/21) | 439.51 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 4.95 |
| 5 Year | 3.39 |
| 10 Year | 5.70 |
| Since Inception | 12.64 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -13.93 | 11.45 | NA | NA |
| 2024 | 9.43 | -6.33 | 8.92 | 1.46 |
| 2023 | 9.87 | 5.28 | -5.32 | 10.18 |
| 2022 | -17.71 | -23.70 | 1.09 | 3.23 |
| 2021 | 1.73 | 5.52 | -1.80 | 2.39 |
| 2020 | -21.49 | 28.18 | 9.00 | 16.85 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -4.07 | 13.28 | 20.67 | -34.47 | 7.95 | 28.17 | 25.12 | -5.85 | 23.80 | 9.23 | -2.55 |
| % Total Return Rel to Index | -10.28 | -11.74 | -5.57 | -16.27 | -20.73 | 9.77 | -6.36 | -1.46 | 2.00 | -2.69 | -3.94 |
| % Total Return Rel to Peer | -9.21 | -6.11 | -2.32 | -14.77 | -14.10 | 8.26 | -3.30 | 1.00 | 3.12 | 1.41 | -0.95 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 5.00 | 5.00 | 2.00 | 5.00 | 3.00 | 2.00 | 3.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.13 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.75 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.40 | 3.42 | 4.30 | 6.72 | 6.62 | 14.52 | 23.88 | 49.12 |
| Expense Ratio | 0.00 | 1.83 | 1.83 | 1.83 | 1.83 | 1.86 | 1.85 | 1.82 | 1.83 | 1.84 | 1.80 |
* 1 = Top 20%, 5 = Bottom 20%