Singapore markets close in 7 hours 42 minutes

Columbia Acorn Trust - Columbia Acorn USA (LAUAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
6.89+0.02 (+0.29%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.37%
5-year average return3.24%
Number of years up16
Number of years down6
Best 1-yr total return (20 Apr 2023)41.07%
Worst 1-yr total return (20 Apr 2023)N/A
Best 3-yr total return41.07%
Worst 3-yr total return-3.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLAUAXCategory
YTD9.37%12.40%
1-month1.03%3.37%
3-month3.45%4.88%
1-year-5.21%55.69%
3-year8.50%19.34%
5-year3.24%20.72%
10-year7.81%13.98%
Last bull market38.48%27.85%
Last bear market-24.04%-24.06%

Annual total return (%) history

Year
LAUAXCategory
2022
-33.75%N/A
2021
8.74%N/A
2020
23.70%38.62%
2019
30.88%27.68%
2018
-2.15%-5.76%
2017
19.14%21.50%
2016
12.70%11.20%
2015
-1.60%-2.41%
2014
3.35%2.44%
2013
32.34%40.91%
2012
18.67%13.15%
2011
-5.21%-3.55%
2010
22.78%26.98%
2009
41.07%35.46%
2008
-39.38%-41.55%
2007
3.18%7.59%
2006
7.95%10.81%
2005
12.68%6.02%
2004
20.12%12.41%
2003
46.26%45.54%
2002
-18.97%-27.88%
2001
18.65%-8.91%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2022-16.67%-24.04%1.16%3.45%
20215.74%3.82%-2.07%1.14%
2020-27.03%26.55%6.21%26.13%
201916.73%2.40%-2.91%12.77%
20183.77%11.06%4.67%-18.88%
20175.28%5.68%4.48%2.48%
2016-6.12%7.40%4.61%6.86%
20155.08%1.96%-10.37%2.47%
20140.59%1.97%-6.43%7.69%
201310.39%0.85%11.38%6.73%
201216.27%-5.26%4.49%3.11%
20117.44%1.42%-22.26%11.90%
20106.60%-12.17%12.71%16.35%
2009-9.62%19.42%23.37%5.95%
2008-10.43%2.04%-7.88%-27.99%
20073.46%5.70%-2.44%-3.30%
20066.79%-4.44%1.04%4.70%
2005-0.04%5.42%4.24%2.59%
20044.87%4.55%-4.05%14.17%
2003-2.75%23.06%7.78%13.40%
20025.94%-10.03%-21.40%8.16%
20013.49%21.56%-16.03%12.31%

Rank in category (by total return)

YTD9
1-month11
3-month9
1-year59
3-year91
5-year90

Load adjusted returns

1-year-17.58%
3-year8.18%
5-year2.66%
10-year6.83%