Columbia Three Year Return

ACRNX
 Fund
  

USD 9.40  0.09  0.97%   

Columbia Acorn fundamentals help investors to digest information that contributes to Columbia Acorn's financial success or failures. It also enables traders to predict the movement of Columbia Mutual Fund. The fundamental analysis module provides a way to measure Columbia Acorn's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Columbia Acorn mutual fund.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

Columbia Three Year Return Analysis

Columbia Acorn's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Three Year Return | All Equity Analysis

Current Columbia Acorn Three Year Return

    
  10.94 %  
Most of Columbia Acorn's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Columbia Acorn is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Compare to competition

Columbia Acorn Three Year Return Component Assessment

Based on the latest financial disclosure, Columbia Acorn has a Three Year Return of 10.94%. This is much higher than that of the Columbia Threadneedle family and significantly higher than that of the Mid-Cap Growth category. The three year return for all United States funds is notably lower than that of the firm.

Columbia Three Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Columbia Acorn's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Columbia Acorn could also be used in its relative valuation, which is a method of valuing Columbia Acorn by comparing valuation metrics of similar companies.
Columbia Acorn is currently under evaluation in three year return among similar funds.

Fund Asset Allocation for Columbia Acorn

The fund consists of 98.66% investments in stocks, with the rest of investments allocated between different money market instruments.
   Value   
       Instrument Type  

Columbia Fundamentals

About Columbia Acorn Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Columbia Acorn's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Columbia Acorn using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Columbia Acorn based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The fund 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 funds benchmark, at the time of purchase. Columbia Acorn is traded on NASDAQ Exchange in the United States.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Columbia Acorn without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Pair Trading with Columbia Acorn

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Columbia Acorn position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Columbia Acorn will appreciate offsetting losses from the drop in the long position's value.

Moving together with Columbia Acorn

+0.77FILFXStrategic Advisers Steady GrowthPairCorr
The ability to find closely correlated positions to Columbia Acorn could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Columbia Acorn when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Columbia Acorn - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Columbia Acorn to buy it.
The correlation of Columbia Acorn is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Columbia Acorn moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Columbia Acorn moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Columbia Acorn can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Please continue to Columbia Acorn Piotroski F Score and Columbia Acorn Altman Z Score analysis. You can also try Analyst Recommendations module to analyst recommendations and target price estimates broken down by several categories.

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When running Columbia Acorn price analysis, check to measure Columbia Acorn's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Columbia Acorn is operating at the current time. Most of Columbia Acorn's value examination focuses on studying past and present price action to predict the probability of Columbia Acorn's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Columbia Acorn's price. Additionally, you may evaluate how the addition of Columbia Acorn to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Columbia Acorn's value and its price as these two are different measures arrived at by different means. Investors typically determine Columbia Acorn value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Columbia Acorn's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.