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Columbia Acorn Fund Class I3: (MF: CRBYX)
(NASDAQ Mutual Funds) As of Aug 21, 2025 08:00 PM ET
$13.91 USD
+0.03 (0.22%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -1.56 | 95 |
| 3 months | 14.66 | 38 |
| 6 months | -4.02 | 94 |
| 1 Year | 4.14 | 81 |
| 3 Year | 7.79 | 85 |
| 5 Year | 3.82 | 97 |
| 10 Year | 7.17 | 88 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 7.12 |
| 5 Year | 4.51 |
| 10 Year | 6.85 |
| Since Inception | 8.55 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -13.79 | 11.79 | NA | NA |
| 2024 | 9.60 | -6.01 | 9.17 | 1.81 |
| 2023 | 10.12 | 5.59 | -5.20 | 10.63 |
| 2022 | -17.56 | -23.48 | 1.35 | 3.60 |
| 2021 | 1.98 | 5.85 | -1.54 | 2.71 |
| 2020 | -21.29 | 28.39 | 9.38 | 17.16 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -1.56 | 14.49 | 21.94 | -33.77 | 9.17 | 29.51 | 26.73 | -4.93 | 25.27 | 10.46 | -1.52 |
| % Total Return Rel to Index | -10.15 | -10.52 | -4.29 | -15.56 | -19.50 | 11.10 | -4.75 | -0.54 | 3.47 | -1.47 | -2.91 |
| % Total Return Rel to Peer | -8.50 | -4.89 | -1.05 | -14.07 | -12.88 | 9.59 | -1.68 | 1.92 | 4.59 | 2.64 | 0.07 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 5.00 | 5.00 | 2.00 | 4.00 | 3.00 | 2.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.13 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.66 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.47 | 3.61 | 2.20 | 1.68 | 1.82 | 3.63 | 5.97 | 12.28 |
| Expense Ratio | 0.00 | 0.75 | 0.76 | 0.77 | 0.75 | 0.78 | 0.77 | 0.76 | 0.76 | 0.76 | 0.73 |
* 1 = Top 20%, 5 = Bottom 20%