Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/24/2023.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
AUSAX (COLUMBIA ACORN USA COLUMBIA ACORN USA CLASS Z) NA 0.66% 8.60% 4.71% 8.09% 7.49% 9.40% 9.48%
More Performance Analytics Comparison
Name Start Date End Date
AUSAX (COLUMBIA ACORN USA COLUMBIA ACORN USA CLASS Z) 09/26/1996 04/24/2023
The return data shown below all have the same latest date: 04/24/2023.
AR inception is since 09/26/1996.
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996
Annualized Return (%) -0.19 0.66 8.60 4.71 8.09 7.49 9.40 9.48 9.54 -30.54 8.95 24.05 31.29 -1.98 15.91 13.00 -1.36 3.61 32.72 18.98 -4.95 23.16 41.49 -39.22 3.46 8.28 12.98 20.62 47.13 -18.49 19.25 -8.99 23.02 5.79 32.30 9.39
Sharpe Ratio NA -0.02 0.28 0.13 0.33 NA NA 0.35 1.39 -0.91 0.41 0.63 1.83 -0.17 1.38 0.75 -0.09 0.23 2.30 1.10 -0.15 0.94 1.22 -0.92 0.03 0.39 0.89 1.29 2.77 -0.85 0.85 -0.55 1.56 0.14 2.39 3.92
Standard Deviation(%) NA 32.28 27.52 27.72 22.34 NA NA 22.38 21.21 35.39 22.03 37.92 16.33 18.92 11.09 16.99 15.91 15.81 14.22 17.40 32.51 24.46 33.80 43.31 17.22 12.97 12.17 15.30 16.75 22.95 20.35 23.95 12.65 17.41 11.98 9.55
Draw Down(%) NA 20.65 43.66 43.66 43.66 NA NA 58.54 8.86 37.42 14.58 39.95 8.94 26.45 5.14 18.70 13.91 13.11 6.01 12.23 28.81 20.79 28.60 51.49 12.24 11.71 6.98 11.92 12.13 37.15 23.02 21.84 13.04 32.79 9.58 3.16
Yield(%) 0.00 3.97 15.83 12.06 12.42 10.80 15.70 18.20 0.00 3.00 25.73 5.29 13.05 14.13 26.98 35.17 27.61 17.03 9.95 9.37 0.58 0.00 0.00 3.46 5.95 2.22 5.74 0.65 0.00 0.00 1.61 1.96 9.33 7.45 2.53 0.00
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AUSAX (COLUMBIA ACORN USA COLUMBIA ACORN USA CLASS Z) -18.62%
Feb 2006 - Feb 2009 		-6.12%
Feb 2004 - Feb 2009 		3.05%
Feb 1999 - Feb 2009 		5.77%
Jun 2007 - Jun 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AUSAX (COLUMBIA ACORN USA COLUMBIA ACORN USA CLASS Z) 31.09%
Feb 2009 - Feb 2012 		26.53%
Feb 2009 - Feb 2014 		17.40%
Feb 2009 - Feb 2019 		11.46%
Mar 2003 - Mar 2018
Annualized Rolling Returns Comparison Chart