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
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.
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