Nasdaq - Delayed Quote • USD
Columbia Thermostat Inst (COTZX)
At close: 8:01 PM EDT
Performance Overview
Morningstar Return Rating | -- |
YTD Return | -2.35% |
5y Average Return | 7.19% |
Number of Years Up | 19 |
Number of Years Down | 2 |
Best 1Y Total Return (Apr 26, 2024) | 32.29% |
Worst 1Y Total Return (Apr 26, 2024) | -- |
Best 3Y Total Return | 32.29% |
Worst 3Y Total Return | 1.14% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
COTZX
Category
- YTD
- 0.20%
- 9.69%
- 1-Month
- 0.99%
- 0.97%
- 3-Month
- 0.20%
- 5.21%
- 1-Year
- 7.16%
- 27.45%
- 3-Year
- 0.49%
- 8.85%
- 5-Year
- 7.86%
- 8.56%
- 10-Year
- 5.93%
- 5.61%
- Last Bull Market
- 16.30%
- 10.63%
- Last Bear Market
- -6.82%
- -12.05%
Annual Total Return (%) History
Year
COTZX
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.20% | -- | -- | -- |
2023 | 4.40% | 1.88% | -3.28% | 8.54% |
2022 | -5.87% | -6.82% | -4.55% | 4.01% |
2021 | 2.17% | 3.82% | -0.27% | 0.60% |
2020 | 1.68% | 13.30% | 4.90% | 7.27% |
2019 | 6.01% | 3.38% | 1.95% | 3.06% |
2018 | -0.21% | 0.79% | 0.98% | -1.42% |
2017 | 1.53% | 1.66% | 1.44% | 0.78% |
2016 | 1.84% | 1.81% | 1.75% | -0.74% |
2015 | 1.50% | -0.26% | -2.27% | 1.41% |
2014 | 1.94% | 2.09% | -0.34% | 1.78% |
2013 | 4.10% | 0.06% | 2.92% | 1.95% |
2012 | 8.29% | -1.40% | 4.89% | 1.52% |
2011 | 3.14% | 1.47% | -6.92% | 7.64% |
2010 | 5.09% | -6.61% | 11.59% | 7.37% |
2009 | -9.77% | 19.33% | 16.38% | 5.57% |
2008 | -4.00% | -0.60% | -9.84% | -19.26% |
2007 | 2.31% | 2.07% | 3.52% | 0.35% |
2006 | 3.12% | -0.55% | 3.83% | 4.11% |
2005 | -1.14% | 2.62% | 1.84% | 2.12% |
2004 | 2.92% | -0.18% | 0.40% | 5.83% |
2003 | -2.11% | 11.36% | 2.38% | 7.34% |
2002 | 5.69% | -- | -- | -- |
Rank in Category (By Total Return)
YTD | 98 |
1-Month | 89 |
3-Month | 98 |
1-Year | 81 |
3-Year | 77 |
5-Year | 24 |
Load Adjusted Returns
1-Year | 7.16% |
3-Year | 0.49% |
5-Year | 7.86% |
10-Year | 5.93% |
Performance & Risk
YTD Return | -2.35% |
5y Average Return | 7.19% |
Rank in Category (ytd) | 98 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 0.68 |
Morningstar Risk Rating |
Fund Overview
Category | Tactical Allocation |
Fund Family | Columbia Threadneedle |
Net Assets | 1.31B |
YTD Return | 0.20% |
Yield | 2.73% |
Morningstar Rating | |
Inception Date | Mar 03, 2003 |
Fund Summary
The fund is primarily managed as a fund that invests in other funds that seeks to achieve its investment objective by investing its assets among a selected group of underlying stock and bond mutual funds and ETFs. It allocates at least 95% of its net assets (stock/bond assets) among the portfolio funds according to an asset allocation table based on the current level of the Standard & Poor’s (S&P) 500® Index. The fund may invest up to 5% of net assets plus any cash received that day in cash, high quality short-term paper and government securities.
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