Other OTC - Delayed Quote • USD
Columbia Acorn USA Adv (CUSAX)
At close: April 21 at 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 9.46% |
| 5y Average Return | 3.52% |
| Number of Years Up | 7 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Apr 21, 2023) | 32.80% |
| Worst 1Y Total Return (Apr 21, 2023) | -- |
| Best 3Y Total Return | 32.80% |
| Worst 3Y Total Return | -3.52% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CUSAX
Category
- YTD
- 9.46%
- 12.40%
- 1-Month
- 1.06%
- 3.37%
- 3-Month
- 3.62%
- 4.88%
- 1-Year
- -4.97%
- 55.69%
- 3-Year
- 8.77%
- 19.34%
- 5-Year
- 3.52%
- 20.72%
- 10-Year
- 8.09%
- 13.98%
- Last Bull Market
- 38.67%
- 27.85%
- Last Bear Market
- -23.94%
- -24.06%
Annual Total Return (%) History
Year
CUSAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2023 | 10.13% | -- | -- | -- |
| 2022 | -16.55% | -23.94% | 1.10% | 3.56% |
| 2021 | 5.75% | 3.86% | -1.97% | 1.17% |
| 2020 | -26.98% | 26.66% | 6.23% | 26.28% |
| 2019 | 16.85% | 2.47% | -2.83% | 12.82% |
| 2018 | 3.86% | 11.15% | 4.71% | -18.84% |
| 2017 | 5.35% | 5.80% | 4.48% | 2.55% |
| 2016 | -6.08% | 7.44% | 4.70% | 6.90% |
| 2015 | 5.14% | 2.01% | -10.28% | 2.50% |
| 2014 | 0.63% | 2.06% | -6.37% | 7.74% |
| 2013 | 10.46% | 0.92% | 11.50% | 6.84% |
Rank in Category (By Total Return)
| YTD | 8 |
| 1-Month | 10 |
| 3-Month | 8 |
| 1-Year | 56 |
| 3-Year | 90 |
| 5-Year | 88 |
Load Adjusted Returns
| 1-Year | -12.29% |
| 3-Year | 10.64% |
| 5-Year | 4.16% |
| 10-Year | 7.75% |
Performance & Risk
| YTD Return | 9.46% |
| 5y Average Return | 3.52% |
| Rank in Category (ytd) | 8 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.09 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Growth |
| Fund Family | Columbia Threadneedle |
| Net Assets | 170.93M |
| YTD Return | 9.46% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Oct 16, 2000 |
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets (including the amount any borrowings for investment purposes) in U.S. companies. It normally invests a majority of its net assets in the common stock of small- and mid-sized companies with market capitalizations generally in the range of market capitalizations in the Russell 2500 Growth Index, the fund's benchmark, (the index) at the time of purchase.
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