CQTRX - Columbia Thermostat Inst2

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return5.51%
5-Year Average Return5.08%
Number of Years Up5
Number of Years DownN/A
Best 1 Yr Total Return (Dec 30, 2017)9.35%
Worst 1 Yr Total Return (Dec 30, 2017)0.33%
Best 3-Yr Total Return9.35%
Worst 3-Yr Total Return3.51%

Trailing Returns (%) Vs. Benchmarks

ReturnCQTRXCategory
YTD5.51%6.25%
1-Month0.25%0.48%
3-Month0.73%1.22%
1-Year5.51%6.25%
3-Year3.51%3.33%
5-Year5.08%3.45%
10-Year5.13%3.98%
Last Bull Market17.07%8.07%
Last Bear Market-7.99%-4.88%

Annual Total Return (%) History

Year
CQTRXCategory
2017
5.51%6.25%
2016
4.77%5.55%
2015
0.33%-2.07%
2014
5.62%3.54%
2013
9.35%4.02%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20171.52%1.65%1.50%0.73%
20161.90%1.80%1.73%-0.72%
20151.49%-0.26%-2.19%1.34%
20142.00%2.08%-0.33%1.78%
20134.16%0.06%2.91%1.96%

Rank In Category (By Total Return)

YTD73
1-Month89
3-Month86
1-Year73
3-Year46
5-Year14

Load Adjusted Returns

1-Year5.51%
3-Year3.51%
5-Year5.08%
10-Year5.13%