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Columbia Acorn USA C (LAUCX)

OTC Markets OTCPK - OTC Markets OTCPK Delayed price. Currency in USD
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10.32-0.07 (-0.67%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.18%
5-year average return2.48%
Number of years up16
Number of years down6
Best 1-yr total return (20 Apr 2023)39.96%
Worst 1-yr total return (20 Apr 2023)N/A
Best 3-yr total return39.96%
Worst 3-yr total return-4.50%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLAUCXCategory
YTD9.18%12.40%
1-month0.98%3.37%
3-month3.40%4.88%
1-year-5.91%55.69%
3-year7.65%19.34%
5-year2.48%20.72%
10-year7.04%13.98%
Last bull market37.54%27.85%
Last bear market-24.15%-24.06%

Annual total return (%) history

Year
LAUCXCategory
2022
-34.23%N/A
2021
7.85%N/A
2020
22.79%38.62%
2019
29.93%27.68%
2018
-2.92%-5.76%
2017
18.30%21.50%
2016
11.92%11.20%
2015
-2.28%-2.41%
2014
2.67%2.44%
2013
31.47%40.91%
2012
17.82%13.15%
2011
-5.92%-3.55%
2010
21.83%26.98%
2009
39.96%35.46%
2008
-39.87%-41.55%
2007
2.39%7.59%
2006
7.14%10.81%
2005
11.76%6.02%
2004
19.26%12.41%
2003
45.32%45.54%
2002
-19.48%-27.88%
2001
17.92%-8.91%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2022-16.77%-24.15%0.88%3.27%
20215.46%3.65%-2.21%0.90%
2020-27.18%26.14%6.14%25.95%
201916.59%2.05%-2.92%12.48%
20183.51%10.90%4.48%-19.05%
20175.07%5.54%4.25%2.33%
2016-6.25%7.16%4.46%6.65%
20154.88%1.79%-10.53%2.29%
20140.43%1.79%-6.59%7.52%
201310.20%0.66%11.23%6.56%
201216.06%-5.40%4.27%2.92%
20117.25%1.25%-22.42%11.67%
20106.38%-12.31%12.50%16.10%
2009-9.74%19.12%23.11%5.73%
2008-10.59%1.81%-8.07%-28.14%
20073.25%5.50%-2.63%-3.47%
20066.60%-4.61%0.85%4.47%
2005-0.25%5.20%4.05%2.36%
20044.72%4.36%-4.22%13.95%
2003-2.93%22.87%7.60%13.24%
20025.80%-10.21%-21.54%8.02%
20013.36%21.41%-16.18%12.11%

Rank in category (by total return)

YTD10
1-month11
3-month10
1-year64
3-year93
5-year93

Load adjusted returns

1-year-13.98%
3-year9.55%
5-year3.13%
10-year6.71%