WUSAX Performance — Columbia Variable Portfolio - Acorn Fund
Data updated: 2026-08-28
WUSAX returned +21.55% year to date and +32.10% over one year to Jun 2026. Annualised returns are +14.93% over 3 years and +3.09% over 5 years. The fund beat its US Mid-Cap Growth category average: $100 invested three years ago grew to $152, against $152 for the category, and to $132 over one year, against $118. Volatility over the past three years was 20.06% a year. In the 12 months to Jun 2026 the fund lost a net $58.0M, and assets reached $537.69M.
WUSAX Growth of $100
What $100 invested in Columbia Variable Portfolio - Acorn Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Mid-Cap Growth category average over the same months.
| Period | WUSAX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $132 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $152 | $152 |
| 5 years (Jul 2021 – Jun 2026) | $116 | $129 |
| Since data start (Jul 2019 – Jun 2026) | $174 | $203 |
WUSAX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +21.55% |
| 1 year | +32.10% |
| 3 years (annualised) | +14.93% |
| 5 years (annualised) | +3.09% |
WUSAX Annual Returns
Calendar-year total returns of Columbia Variable Portfolio - Acorn Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +21.55% |
| 2025 | +4.47% |
| 2024 | +14.17% |
| 2023 | +21.74% |
| 2022 | −33.46% |
| 2021 | +8.90% |
| 2020 | +24.23% |
| 2019 (Jul–Dec) | +9.50% |
WUSAX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.8% | −0.3% | −8.8% | +13.1% | +5.5% | +6.8% | — | — | — | — | — | — |
| 2025 | +2.4% | −8.0% | −8.6% | −0.5% | +6.8% | +5.2% | +2.1% | +2.5% | +2.6% | +3.2% | +1.3% | −3.2% |
| 2024 | −1.6% | +7.4% | +3.6% | −6.6% | +1.5% | −0.9% | +5.0% | +1.2% | +2.6% | −0.5% | +9.7% | −6.8% |
| 2023 | +10.0% | −0.2% | +0.4% | −1.2% | −0.8% | +7.7% | +3.1% | −1.8% | −6.4% | −8.9% | +9.8% | +10.4% |
| 2022 | −14.6% | 0.0% | −2.2% | −14.2% | −3.9% | −7.5% | +15.0% | −3.1% | −9.4% | +6.5% | +2.8% | −5.5% |
| 2021 | +3.8% | +3.2% | −1.3% | +2.7% | −3.2% | +4.6% | −0.1% | +2.6% | −4.3% | +7.0% | −4.9% | −0.6% |
| 2020 | −2.2% | −7.9% | −19.0% | +14.6% | +9.5% | +0.9% | +2.9% | +5.6% | −2.2% | +2.4% | +14.4% | +8.0% |
| 2019 | — | — | — | — | — | — | +1.6% | −3.9% | −0.5% | +2.4% | +7.0% | +2.9% |
WUSAX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 20.06%
- 3-year Sharpe ratio: 0.52 (vs 4.5% risk-free rate)
- Best month: +13.14% (Apr 2026)
- Worst month: −8.95% (Oct 2023)
WUSAX Fund Flows
Monthly money in and out of Columbia Variable Portfolio - Acorn Fund, from SEC Form N-PORT.
- 12-month net flow: −$58.0M
- 12-month gross sales (incl. reinvestments): $13.0M
- Sales ÷ redemptions: 0.18×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $9.7M | $6.4M | $3.3M |
| May 2026 | $257K | $4.5M | −$4.3M |
| Apr 2026 | $564K | $4.2M | −$3.6M |
| Mar 2026 | $307K | $4.2M | −$3.9M |
| Feb 2026 | $201K | $6.8M | −$6.6M |
| Jan 2026 | $338K | $6.1M | −$5.7M |
| Dec 2025 | $213K | $5.6M | −$5.4M |
| Nov 2025 | $115K | $5.3M | −$5.2M |
| Oct 2025 | $223K | $6.7M | −$6.5M |
| Sep 2025 | $340K | $8.9M | −$8.6M |
| Aug 2025 | $177K | $5.9M | −$5.7M |
| Jul 2025 | $550K | $6.3M | −$5.7M |
WUSAX Assets Under Management
Net assets of Columbia Variable Portfolio - Acorn Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $537.69M |
| 2026-03-31 | $433.48M |
| 2025-12-31 | $470.60M |
| 2025-09-30 | $481.42M |
| 2025-06-30 | $467.77M |
| 2025-03-31 | $432.00M |
| 2024-12-31 | $516.71M |
| 2024-09-30 | $529.68M |
| 2024-06-30 | $505.75M |
| 2024-03-31 | $557.72M |
| 2023-12-31 | $529.32M |
| 2023-09-30 | $492.43M |
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.