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Columbia Acorn USA Adv (CUSAX)

OTC Markets OTCPK - OTC Markets OTCPK Delayed Price. Currency in USD
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11.42-0.07 (-0.61%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.46%
5-Year Average Return3.52%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (Apr 20, 2023)32.80%
Worst 1 Yr Total Return (Apr 20, 2023)N/A
Best 3-Yr Total Return32.80%
Worst 3-Yr Total Return-3.52%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCUSAXCategory
YTD9.46%12.40%
1-Month1.06%3.37%
3-Month3.62%4.88%
1-Year-4.97%55.69%
3-Year8.77%19.34%
5-Year3.52%20.72%
10-Year8.09%13.98%
Last Bull Market38.67%27.85%
Last Bear Market-23.94%-24.06%

Annual Total Return (%) History

Year
CUSAXCategory
2023
N/AN/A
2022
-33.55%N/A
2021
8.92%N/A
2020
24.08%38.62%
2019
31.27%27.68%
2018
-1.91%-5.76%
2017
19.42%21.50%
2016
12.93%11.20%
2015
-1.36%-2.41%
2014
3.60%2.44%
2013
32.80%40.91%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202310.13%N/AN/AN/A
2022-16.55%-23.94%1.10%3.56%
20215.75%3.86%-1.97%1.17%
2020-26.98%26.66%6.23%26.28%
201916.85%2.47%-2.83%12.82%
20183.86%11.15%4.71%-18.84%
20175.35%5.80%4.48%2.55%
2016-6.08%7.44%4.70%6.90%
20155.14%2.01%-10.28%2.50%
20140.63%2.06%-6.37%7.74%
201310.46%0.92%11.50%6.84%

Rank In Category (By Total Return)

YTD8
1-Month10
3-Month8
1-Year56
3-Year90
5-Year88

Load Adjusted Returns

1-Year-12.29%
3-Year10.64%
5-Year4.16%
10-Year7.75%