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Columbia Acorn Fund Class I: (MF: ACRNX)
(NA) As of Sep 18, 2024 08:00 PM ET
$12.05 USD
0.00 (0.00%)
Zacks MF Rank 2-Buy 2
This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:
| Zacks Rank | Definition |
|---|---|
| 1 | Strong Buy |
| 2 | Buy |
| 3 | Hold |
| 4 | Sell |
| 5 | Strong Sell |
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Latest Performance as of Nov 30, 2019
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 25.39 | 57 |
| 3 months | 5.06 | 76 |
| 6 months | 9.52 | 87 |
| 1 Year | 11.24 | 71 |
| 3 Year | 14.32 | 40 |
| 5 Year | 10.16 | 34 |
| 10 Year | 12.06 | 51 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 182.24 |
| Bear Market (10/07 - 2/09) | -51.46 |
| Bull Market (2/09 - 10/17) | 388.96 |
Load Adjusted Returns as of Nov 30, 2019
| 1 Year | -6.36 |
| 5 Year | 9.37 |
| 10 Year | 11.22 |
| Since Inception | 14.06 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2019 | 16.56 | 3.98 | -3.72 | NA |
| 2018 | 3.57 | 6.50 | 7.23 | -19.76 |
| 2017 | 6.73 | 5.22 | 5.11 | 6.04 |
| 2016 | -2.74 | 2.61 | 6.75 | 3.56 |
| 2015 | 3.97 | 2.53 | -9.77 | 2.33 |
| 2014 | -0.02 | 2.66 | -5.44 | 3.88 |
Annual Return
| 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 25.39 | -5.08 | 25.19 | 10.34 | -1.56 | 0.82 | 30.89 | 17.92 | -4.62 | 22.53 | 39.64 |
| % Total Return Rel to Index | -2.25 | -0.69 | 3.40 | -1.58 | -2.95 | -12.81 | -1.49 | 1.93 | -6.72 | 7.47 | 13.22 |
| % Total Return Rel to Peer | 0.01 | 1.77 | 4.51 | 2.52 | 0.03 | -7.37 | 0.18 | 3.65 | -1.59 | 5.73 | 7.82 |
| % Perf Quintile vs Peer* | 3.00 | 3.00 | 2.00 | 2.00 | 3.00 | 5.00 | 4.00 | 1.00 | 4.00 | 1.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.14 | 0.08 | 0.04 | 0.04 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.09 | 0.44 | 0.27 | 0.13 | 0.19 |
| Capital Gains ($) | 0.67 | 1.80 | 3.63 | 5.97 | 12.28 | 5.61 | 2.31 | 1.81 | 1.18 | 0.00 | 0.00 |
| Expense Ratio | 0.84 | 0.83 | 0.83 | 0.82 | 0.80 | 0.79 | 0.78 | 0.78 | 0.76 | 0.76 | 0.77 |
* 1 = Top 20%, 5 = Bottom 20%