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 |
---|---|---|---|---|---|---|---|---|
LTFAX (COLUMBIA ACORN SELECT COLUMBIA ACORN SELECT CLASS A) | NA | 4.37% | 6.47% | 7.19% | 9.45% | 7.26% | NA | 8.58% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
LTFAX (COLUMBIA ACORN SELECT COLUMBIA ACORN SELECT CLASS A) | 03/15/2001 | 07/10/2020 |
The return data shown below all have the same latest date: 07/10/2020.
AR inception is since 03/15/2001.
AR inception is since 03/15/2001.
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | -6.97 | 4.37 | 6.47 | 7.19 | 9.45 | 7.26 | NA | 8.58 | -5.49 | 28.54 | -12.65 | 26.34 | 11.54 | -0.73 | 2.18 | 33.76 | 16.87 | -16.65 | 22.49 | 65.65 | -49.31 | 8.92 | 19.33 | 10.78 | 18.16 | 29.95 | -8.17 | 15.68 |
Sharpe Ratio | NA | 0.10 | 0.21 | 0.29 | 0.44 | NA | NA | 0.34 | -0.21 | 1.70 | -0.75 | 2.64 | 0.69 | -0.05 | 0.17 | 2.58 | 1.04 | -0.58 | 1.02 | 1.96 | -1.08 | 0.34 | 1.22 | 0.79 | 1.42 | 1.91 | -0.44 | 0.88 |
Standard Deviation(%) | NA | 37.58 | 25.37 | 22.04 | 20.27 | NA | NA | 22.17 | 49.72 | 16.01 | 18.61 | 9.78 | 16.53 | 15.74 | 12.87 | 13.08 | 16.25 | 28.71 | 21.89 | 33.50 | 46.36 | 17.72 | 13.22 | 10.85 | 12.11 | 15.36 | 21.21 | 20.99 |
Draw Down(%) | NA | 36.54 | 36.54 | 36.54 | 36.54 | NA | NA | 65.49 | 36.54 | 9.11 | 28.84 | 3.00 | 13.92 | 13.06 | 8.97 | 7.41 | 13.62 | 30.83 | 19.61 | 26.90 | 61.76 | 14.77 | 11.03 | 9.55 | 9.92 | 8.15 | 20.88 | 22.57 |
Yield(%) | 0.00 | 11.43 | 12.40 | 13.64 | 13.41 | 10.20 | 12.60 | 13.26 | 2.76 | 12.46 | 18.76 | 13.53 | 17.09 | 34.01 | 19.87 | 27.30 | 8.77 | 1.36 | 0.00 | 0.00 | 2.52 | 2.46 | 2.67 | 2.88 | 2.45 | 0.62 | 0.00 | 0.23 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
LTFAX (COLUMBIA ACORN SELECT COLUMBIA ACORN SELECT CLASS A) |
-18.27%
Feb 2006 - Feb 2009 |
-6.26%
Feb 2004 - Feb 2009 |
4.29%
May 2007 - May 2017 |
6.45%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
LTFAX (COLUMBIA ACORN SELECT COLUMBIA ACORN SELECT CLASS A) |
30.72%
Feb 2009 - Feb 2012 |
24.63%
Feb 2009 - Feb 2014 |
15.74%
Feb 2009 - Feb 2019 |
10.30%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart