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Columbia Acorn USA Inst (AUSAX)

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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 41.49%
Worst 1Y Total Return --
Number of Years Up 19
Number of Years Down 7

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

Risk Statistics

3 Years5 Years10 Years
AUSAXCategory AverageAUSAXCategory AverageAUSAXCategory Average
Alpha -7.47 -0.02 -7.07 0.01 -4.88 -0.02
BETA 1.09 0.01 1.17 0.01 1.14 0.01
Mean Annual Return 1.09 0.02 0.59 0.02 0.79 0.01
R-squared 73.05 0.78 78.08 0.73 73.35 0.73
Standard Deviation 24.56 0.26 24.64 0.21 19.75 0.19
Sharpe Ratio 0.49 0.01 0.23 0.01 0.43 0.01
Treynor Ratio 8.71 0.15 2.27 0.17 5.99 0.11

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