Other OTC - Delayed Quote USD

Columbia Acorn USA Inst (AUSAX)

10.31 -0.06 (-0.58%)
At close: April 21 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 9.54%
5y Average Return 3.51%
Number of Years Up 19
Number of Years Down 7
Best 1Y Total Return (Apr 21, 2023) 41.49%
Worst 1Y Total Return (Apr 21, 2023) --
Best 3Y Total Return 41.49%
Worst 3Y Total Return -3.55%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
AUSAX
Category
YTD
9.54%
12.40%
1-Month
1.08%
3.37%
3-Month
3.61%
4.88%
1-Year
-4.96%
55.69%
3-Year
8.76%
19.34%
5-Year
3.51%
20.72%
10-Year
8.08%
13.98%
Last Bull Market
38.70%
27.85%
Last Bear Market
-23.94%
-24.06%

Annual Total Return (%) History

Year
AUSAX
Category
2022
-33.60%
--
2021
8.95%
--
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
--
18.67%

Past Quarterly Returns

YearQ1Q2Q3Q4
2022 -16.59% -23.94% 1.11% 3.51%
2021 5.75% 3.90% -1.97% 1.15%
2020 -27.03% 26.69% 6.28% 26.24%
2019 16.90% 2.44% -2.83% 12.82%
2018 3.81% 11.14% 4.69% -18.85%
2017 5.29% 5.83% 4.52% 2.56%
2016 -6.04% 7.41% 4.70% 6.94%
2015 5.12% 2.02% -10.29% 2.52%
2014 0.64% 2.04% -6.35% 7.73%
2013 10.46% 0.91% 11.47% 6.82%

2012 16.38% -5.18% 4.51% 3.17%
2011 7.53% 1.50% -22.20% 11.94%
2010 6.68% -12.13% 12.83% 16.43%
2009 -9.52% 19.42% 23.55% 5.99%
2008 -10.37% 2.10% -7.82% -27.96%
2007 3.49% 5.81% -2.35% -3.25%
2006 6.88% -4.39% 1.13% 4.78%
2005 0.00% 5.48% 4.31% 2.68%
2004 4.95% 4.67% -3.90% 14.26%
2003 -2.59% 23.22% 7.93% 13.57%
2002 6.11% -9.90% -21.25% 8.26%
2001 3.56% 21.71% -15.92% 12.53%
2000 -1.19% -15.06% 4.80% 3.47%
1999 -7.91% 17.54% -4.44% 18.93%
1998 12.90% 0.71% -19.25% 15.22%
1997 -1.46% 16.03% 15.17% 0.48%
1996 8.68% -- -- --

Rank in Category (By Total Return)

YTD 8
1-Month 11
3-Month 8
1-Year 56
3-Year 90
5-Year 88

Load Adjusted Returns

1-Year -12.29%
3-Year 10.65%
5-Year 4.15%
10-Year 7.74%

Performance & Risk

YTD Return 9.54%
5y Average Return 3.51%
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 9.54%
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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