ACRNX Performance — Columbia Acorn Fund, Institutional Class

Data updated: 2026-08-28

ACRNX returned +21.80% year to date and +32.52% over one year to Jun 2026. Annualised returns are +15.25% over 3 years and +3.56% over 5 years. The fund beat its US Mid-Cap Blend category average: $100 invested three years ago grew to $153, against $150 for the category, and to $133 over one year, against $122. Volatility over the past three years was 20.07% a year. In the 12 months to Jun 2026 the fund lost a net $381.2M, and assets reached $2.77B.

ACRNX Growth of $100

What $100 invested in Columbia Acorn Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Mid-Cap Blend category average over the same months.

PeriodACRNXCategory average
1 year (Jul 2025 – Jun 2026)$133$122
3 years (Jul 2023 – Jun 2026)$153$150
5 years (Jul 2021 – Jun 2026)$119$147
Since data start (Jul 2019 – Jun 2026)$174$208

ACRNX Trailing Returns

Total returns to Jun 2026, from SEC N-PORT.

PeriodTotal return
YTD+21.80%
1 year+32.52%
3 years (annualised)+15.25%
5 years (annualised)+3.56%

ACRNX Annual Returns

Calendar-year total returns of Columbia Acorn Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.

YearTotal return
2026 (Jan–Jun)+21.80%
2025+4.80%
2024+14.43%
2023+21.86%
2022−33.78%
2021+9.00%
2020+29.52%
2019 (Jul–Dec)+4.46%

ACRNX Monthly Returns

Monthly total returns as reported on SEC Form N-PORT.

YearJanFebMarAprMayJunJulAugSepOctNovDec
2026+4.8%−0.3%−8.8%+13.2%+5.6%+6.9%——————
2025+2.6%−8.0%−8.7%−0.5%+6.8%+5.1%+2.2%+2.4%+2.7%+3.2%+1.3%−3.2%
2024−1.6%+7.4%+3.6%−6.6%+1.5%−0.9%+5.1%+1.2%+2.7%−0.4%+9.6%−6.8%
2023+9.9%−0.2%+0.3%−1.1%−0.8%+7.8%+3.1%−1.8%−6.3%−8.9%+9.8%+10.5%
2022−15.8%−0.2%−1.8%−14.1%−3.7%−7.7%+15.3%−2.8%−9.5%+6.7%+2.8%−5.6%
2021+1.7%+4.1%−3.7%+3.4%−3.9%+6.5%+1.1%+3.2%−5.6%+8.1%−3.9%−1.2%
2020−0.2%−7.6%−14.6%+13.7%+11.7%+1.0%+5.7%+2.8%+0.7%+0.4%+10.5%+5.5%
2019——————+1.9%−3.4%−2.2%+1.1%+6.3%+1.0%

ACRNX Risk

Risk measures from monthly returns over Jul 2023 – Jun 2026.

  • 3-year volatility (annualised): 20.07%
  • 3-year Sharpe ratio: 0.54 (vs 4.5% risk-free rate)
  • Best month: +13.20% (Apr 2026)
  • Worst month: −8.90% (Oct 2023)

ACRNX Fund Flows

Monthly money in and out of Columbia Acorn Fund, from SEC Form N-PORT.

  • 12-month net flow: −$381.2M
  • 12-month gross sales (incl. reinvestments): $64.8M
  • Sales ÷ redemptions: 0.15×
MonthSalesRedemptionsNet flow
Jun 2026$27.5M$29.5M−$2.0M
May 2026$2.1M$32.3M−$30.2M
Apr 2026$2.4M$30.9M−$28.4M
Mar 2026$3.4M$31.7M−$28.2M
Feb 2026$2.7M$26.4M−$23.8M
Jan 2026$9.0M$39.8M−$30.9M
Dec 2025$2.6M$58.5M−$56.0M
Nov 2025$3.4M$44.0M−$40.6M
Oct 2025$3.5M$40.6M−$37.0M
Sep 2025$2.3M$34.4M−$32.1M
Aug 2025$2.9M$37.1M−$34.2M
Jul 2025$3.0M$40.8M−$37.8M

ACRNX Assets Under Management

Net assets of Columbia Acorn Fund by report date, from SEC N-PORT filings.

Report dateNet assets
2026-06-30$2.77B
2026-03-31$2.25B
2025-12-31$2.44B
2025-09-30$2.54B
2025-06-30$2.46B
2025-03-31$2.28B
2024-12-31$2.73B
2024-09-30$2.79B
2024-06-30$2.67B
2024-03-31$2.94B
2023-12-31$2.79B
2023-09-30$2.62B

For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.