Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 07/10/2020.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
ACTWX (COLUMBIA ACORN SELECT COLUMBIA ACORN SELECT CLASS Z) NA 5.73% 7.11% 7.70% 9.86% 7.64% 8.17% 10.02%
More Performance Analytics Comparison
Name Start Date End Date
ACTWX (COLUMBIA ACORN SELECT COLUMBIA ACORN SELECT CLASS Z) 12/04/1998 07/10/2020
The return data shown below all have the same latest date: 07/10/2020.
AR inception is since 12/04/1998.
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998
Annualized Return (%) -6.00 5.73 7.11 7.70 9.86 7.64 8.17 10.02 -4.34 28.86 -12.45 26.59 11.88 -0.44 2.47 34.16 17.16 -16.37 22.88 66.17 -49.18 9.20 19.68 11.08 18.58 30.61 -7.81 8.00 11.68 29.30 7.96
Sharpe Ratio NA 0.13 0.24 0.32 0.46 NA NA 0.38 -0.17 1.71 -0.74 2.66 0.71 -0.03 0.19 2.61 1.06 -0.57 1.04 1.97 -1.08 0.35 1.24 0.82 1.45 1.95 -0.42 0.27 0.26 1.45 7.61
Standard Deviation(%) NA 37.35 25.28 21.97 20.22 NA NA 22.31 49.37 16.05 18.68 9.79 16.48 15.77 12.89 13.08 16.26 28.57 21.87 33.50 46.36 17.74 13.25 10.83 12.15 15.33 21.23 21.00 28.65 17.93 24.87
Draw Down(%) NA 36.54 36.54 36.54 36.54 NA NA 65.36 36.54 9.06 28.83 2.94 13.85 13.01 8.97 7.39 13.52 30.75 19.56 26.91 61.71 14.71 11.02 9.47 9.81 8.09 20.67 22.52 15.67 13.86 4.59
Yield(%) 0.00 10.01 11.17 12.86 13.15 10.15 11.86 16.67 2.56 10.71 16.79 12.15 15.63 32.10 19.02 26.66 8.52 1.59 0.00 0.00 2.47 2.42 2.75 3.27 2.43 0.93 0.00 0.21 8.12 1.32 0.00
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ACTWX (COLUMBIA ACORN SELECT COLUMBIA ACORN SELECT CLASS Z) -18.03%
Feb 2006 - Feb 2009
-5.99%
Feb 2004 - Feb 2009
3.81%
Feb 1999 - Feb 2009
6.74%
Mar 2005 - Mar 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ACTWX (COLUMBIA ACORN SELECT COLUMBIA ACORN SELECT CLASS Z) 31.10%
Feb 2009 - Feb 2012
24.98%
Feb 2009 - Feb 2014
16.05%
Feb 2009 - Feb 2019
10.64%
Jan 2003 - Jan 2018
Annualized Rolling Returns Comparison Chart