Nasdaq - Delayed Quote • USD
Columbia Thermostat Inst (COTZX)
At close: April 26 at 8:01 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 32.29% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 19 |
| Number of Years Down | 2 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| COTZX | Category Average | COTZX | Category Average | COTZX | Category Average | |
| Alpha | -2.34 | -0.02 | 2.81 | -0.01 | 1.75 | -0.02 |
| BETA | 0.68 | 0.01 | 0.62 | 0.01 | 0.58 | 0.01 |
| Mean Annual Return | 0.07 | 0.01 | 0.66 | 0.01 | 0.5 | 0 |
| R-squared | 88.48 | 0.76 | 74.79 | 0.73 | 73.52 | 0.73 |
| Standard Deviation | 9.03 | 0.13 | 8.85 | 0.11 | 6.68 | 0.09 |
| Sharpe Ratio | -0.23 | 0.01 | 0.66 | 0.01 | 0.68 | 0.01 |
| Treynor Ratio | -3.64 | 0.08 | 9.17 | 0.08 | 7.67 | 0.06 |
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