Performance Comparison
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.
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