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Columbia Acorn USA Inst (AUSAX)

Other OTC - Other OTC Delayed Price. Currency in USD
10.31-0.06 (-0.58%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.54%
5-Year Average Return3.51%
Number of Years Up19
Number of Years Down7
Best 1 Yr Total Return (Apr 20, 2023)41.49%
Worst 1 Yr Total Return (Apr 20, 2023)N/A
Best 3-Yr Total Return41.49%
Worst 3-Yr Total Return-3.55%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAUSAXCategory
YTD9.54%12.40%
1-Month1.08%3.37%
3-Month3.61%4.88%
1-Year-4.96%55.69%
3-Year8.76%19.34%
5-Year3.51%20.72%
10-Year8.08%13.98%
Last Bull Market38.70%27.85%
Last Bear Market-23.94%-24.06%

Annual Total Return (%) History

Year
AUSAXCategory
2022
-33.60%N/A
2021
8.95%N/A
2020
24.04%38.62%
2019
31.28%27.68%
2018
-1.98%-5.76%
2017
19.44%21.50%
2016
13.00%11.20%
2015
-1.36%-2.41%
2014
3.61%2.44%
2013
32.72%40.91%
2012
18.98%13.15%
2011
-4.95%-3.55%
2010
23.16%26.98%
2009
41.49%35.46%
2008
-39.22%-41.55%
2007
3.46%7.59%
2006
8.28%10.81%
2005
12.98%6.02%
2004
20.62%12.41%
2003
47.13%45.54%
2002
-18.49%-27.88%
2001
19.25%-8.91%
2000
-8.99%-3.85%
1999
23.02%64.77%
1998
5.79%5.23%
1997
32.30%17.41%
1996
N/A18.67%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2022-16.59%-23.94%1.11%3.51%
20215.75%3.90%-1.97%1.15%
2020-27.03%26.69%6.28%26.24%
201916.90%2.44%-2.83%12.82%
20183.81%11.14%4.69%-18.85%
20175.29%5.83%4.52%2.56%
2016-6.04%7.41%4.70%6.94%
20155.12%2.02%-10.29%2.52%
20140.64%2.04%-6.35%7.73%
201310.46%0.91%11.47%6.82%
201216.38%-5.18%4.51%3.17%
20117.53%1.50%-22.20%11.94%
20106.68%-12.13%12.83%16.43%
2009-9.52%19.42%23.55%5.99%
2008-10.37%2.10%-7.82%-27.96%
20073.49%5.81%-2.35%-3.25%
20066.88%-4.39%1.13%4.78%
20050.00%5.48%4.31%2.68%
20044.95%4.67%-3.90%14.26%
2003-2.59%23.22%7.93%13.57%
20026.11%-9.90%-21.25%8.26%
20013.56%21.71%-15.92%12.53%
2000-1.19%-15.06%4.80%3.47%
1999-7.91%17.54%-4.44%18.93%
199812.90%0.71%-19.25%15.22%
1997-1.46%16.03%15.17%0.48%
19968.68%N/AN/AN/A

Rank In Category (By Total Return)

YTD8
1-Month11
3-Month8
1-Year56
3-Year90
5-Year88

Load Adjusted Returns

1-Year-12.29%
3-Year10.65%
5-Year4.15%
10-Year7.74%