Columbia Acorn Fund Class I2: (MF: CRBRX)
(NASDAQ Mutual Funds) As of Aug 21, 2025 08:00 PM ET
$13.66 USD
+0.03 (0.22%)
Latest Performance as of Jul 31, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | -1.59 | 95 |
3 months | 14.68 | 38 |
6 months | -4.09 | 94 |
1 Year | 4.14 | 81 |
3 Year | 7.76 | 85 |
5 Year | 3.78 | 97 |
10 Year | 7.11 | 89 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jul 31, 2025
1 Year | 7.08 |
5 Year | 4.48 |
10 Year | 6.80 |
Since Inception | 8.68 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -13.83 | 11.84 | NA | NA |
2024 | 9.70 | -6.04 | 9.17 | 1.76 |
2023 | 10.11 | 5.69 | -5.21 | 10.54 |
2022 | -17.54 | -23.48 | 1.27 | 3.56 |
2021 | 1.95 | 5.76 | -1.56 | 2.76 |
2020 | -21.35 | 28.41 | 9.43 | 17.13 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | -1.59 | 14.51 | 21.94 | -33.82 | 9.08 | 29.47 | 26.62 | -4.99 | 25.16 | 10.39 | -1.59 |
% Total Return Rel to Index | -10.17 | -10.51 | -4.30 | -15.62 | -19.60 | 11.06 | -4.86 | -0.60 | 3.36 | -1.53 | -2.98 |
% Total Return Rel to Peer | -8.53 | -4.88 | -1.05 | -14.12 | -12.97 | 9.55 | -1.79 | 1.86 | 4.48 | 2.57 | 0.01 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 5.00 | 5.00 | 2.00 | 4.00 | 3.00 | 2.00 | 2.00 | 3.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.13 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.67 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.47 | 3.59 | 2.20 | 1.68 | 1.80 | 3.63 | 5.97 | 12.28 |
Expense Ratio | 0.00 | 0.80 | 0.81 | 0.80 | 0.80 | 0.82 | 0.82 | 0.80 | 0.81 | 0.81 | 0.77 |
* 1 = Top 20%, 5 = Bottom 20%