It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
CAIRX: COLUMBIA ACORN INTERNATIONAL COLUMBIA ACORN INTERNATIONAL CLASS R5 (MUTUAL FUND)
Basic Info 24.07 0.74(2.98%) June 05
| Asset Class: | FOREIGN SMALL/MID GROWTH |
| MyPlanIQ Rating: | (4%) |
| Start Date: | 08/10/2011 |
| Last Dividend Date: | 12/17/2025 |
| 12-Mo. Yield | 5.68% |
| Expenses | 1.23% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.4 | 4.6 | 4.3 | 5.8 | -4.8 | 1.8 | 3.3 | 12.6 | -4.9 | 19.6 | -35.5 | -1.9 | 1.3 | 30.0 | -15.9 | 32.4 | -2.2 | -1.3 | -4.3 | 22.3 | 21.6 | -4.8 |
| Sharpe Ratio | NA | 0.39 | 0.09 | 0.15 | -0.37 | 0.01 | 0.13 | 0.59 | -0.57 | 1.05 | -1.32 | -0.1 | 0.03 | 2.53 | -1.19 | 4.53 | -0.17 | -0.11 | -0.48 | 2.36 | 1.64 | -0.44 |
| Draw Down(%) | NA | 14.2 | 14.2 | 22.2 | 53.3 | 53.3 | 53.3 | 14.9 | 14.7 | 17.7 | 45.5 | 18.3 | 38.9 | 7.9 | 23.7 | 3.0 | 10.6 | 15.5 | 13.1 | 9.1 | 12.1 | 15.9 |
| Standard Deviation(%) | NA | 22.1 | 17.6 | 16.7 | 19.9 | 19.0 | 17.4 | 16.6 | 14.9 | 15.3 | 28.1 | 19.0 | 31.6 | 11.3 | 14.5 | 7.0 | 14.7 | 12.0 | 9.0 | 9.4 | 13.3 | 26.8 |
| Treynor Ratio | NA | 0.1 | 0.02 | 0.03 | -0.09 | 0.0 | 0.03 | 0.14 | -0.11 | 0.2 | -0.48 | -0.03 | 0.01 | 0.4 | -0.24 | 0.51 | -0.03 | -0.02 | -0.06 | 0.35 | 0.29 | -0.16 |
| Alpha | NA | 0.03 | -0.01 | -0.01 | -0.02 | -0.03 | -0.02 | -0.01 | -0.05 | 0.03 | -0.06 | 0.0 | -0.15 | 0.02 | -0.03 | 0.02 | -0.01 | 0.0 | 0.0 | 0.03 | 0.02 | -0.04 |
| Beta | NA | 0.89 | 0.84 | 0.79 | 0.78 | 0.78 | 0.77 | 0.72 | 0.8 | 0.79 | 0.77 | 0.69 | 0.87 | 0.71 | 0.72 | 0.62 | 0.78 | 0.68 | 0.66 | 0.65 | 0.75 | 0.76 |
| RSquared | NA | 0.82 | 0.77 | 0.78 | 0.76 | 0.76 | 0.79 | 0.78 | 0.75 | 0.81 | 0.84 | 0.53 | 0.74 | 0.83 | 0.85 | 0.64 | 0.86 | 0.83 | 0.84 | 0.84 | 0.93 | 0.97 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 6.4 | 11.3 | 0.0 | 0.0 | 1.7 | 0.6 | 13.0 | 21.3 | 8.7 | 1.4 | 5.1 | 6.5 | 7.5 | 2.5 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | -51.5 | N/A | N/A | -100.0 | 197.5 | -94.8 | -61.8 | 204.1 | 529.1 | -75.2 | -30.0 | -3.6 | 259.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/03/2011
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See FOREIGN SMALL/MID GROWTH Asset Class Trend Rankings |
Top Rated Funds in FOREIGN SMALL/MID GROWTH
Best Mutual Funds
- ACFFX (COLUMBIA ACORN INTERNATIONAL SELECT COLUMBIA ACORN INTERNATIONAL SELECT CLASS Z) (100%)
- ACINX (COLUMBIA ACORN INTERNATIONAL COLUMBIA ACORN INTERNATIONAL CLASS Z) (99%)
- ARTJX (ARTISAN INTERNATIONAL SMALL CAP FUND INVESTOR SHARES) (97%)
- OSMYX (Oppenheimer Intl Small Company Y) (96%)
- ACIOX (INTERNATIONAL OPPORTUNITIES FUND I CLASS) (94%)
- AIOIX (INTERNATIONAL OPPORTUNITIES FUND INVESTOR CLASS) (93%)
- WAIOX (WASATCH INTERNATIONAL OPPORTUNITIES FUND INVESTOR CLASS SHARES) (91%)
- MWNIX (MFS INTERNATIONAL NEW DISCOVERY FUND I) (90%)
- PRIDX (T. ROWE PRICE INTERNATIONAL DISCOVERY FUND T. ROWE PRICE INTERNATIONAL DISCOVERY FUND) (87%)
- WIISX (WILLIAM BLAIR INTERNATIONAL SMALL CAP GROWTH FUND INSTITUTIONAL CLASS) (85%)
Latest Articles Related to CAIRX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
