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COTZX: COLUMBIA THERMOSTAT FUND COLUMBIA THERMOSTAT FUND CLASS Z (MUTUAL FUND)
Basic Info 17.31 0.01(0.06%) July 10
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 09/27/2002 |
| Last Dividend Date: | 12/20/2024 |
| 12-Mo. Yield | 3.19% |
| Expenses | 0.85% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/27/2002 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | 8.5 | 12.4 | 8.9 | 2.6 | 5.1 | 6.8 | 5.8 | 6.7 | 4.7 | 11.7 | -13.7 | -5.8 | 23.1 | 15.1 | 0.1 | 5.5 | 4.7 | 0.3 | 5.6 | 9.3 | 13.7 | 4.8 | 18.0 | 32.3 | -30.5 | 8.5 | 10.9 | 5.5 | 9.2 | 19.8 | 5.5 |
| Sharpe Ratio | NA | 1.3 | 1.08 | 0.68 | 0.08 | 0.46 | NA | NA | 0.47 | -0.28 | 1.09 | -1.69 | -0.49 | 1.47 | 3.76 | -0.42 | 3.09 | 1.07 | 0.09 | 2.64 | 2.76 | 2.1 | 0.33 | 1.34 | 1.26 | -0.91 | 1.07 | 1.5 | 0.68 | 1.38 | 1.96 | 1.37 |
| Draw Down(%) | NA | 6.6 | 6.9 | 9.4 | 27.0 | 27.0 | NA | NA | 47.5 | 5.6 | 6.9 | 17.9 | 11.2 | 11.2 | 1.1 | 3.0 | 0.9 | 4.0 | 3.7 | 1.6 | 3.6 | 5.6 | 10.3 | 9.8 | 25.6 | 44.1 | 3.1 | 4.5 | 3.5 | 4.8 | 8.9 | 6.0 |
| Standard Deviation(%) | NA | 11.4 | 9.2 | 8.1 | 9.2 | 8.2 | NA | NA | 11.9 | 6.8 | 6.9 | 8.9 | 11.9 | 15.5 | 3.7 | 2.8 | 1.6 | 4.2 | 3.4 | 2.1 | 3.4 | 6.6 | 14.5 | 13.3 | 25.6 | 34.5 | 5.2 | 5.1 | 4.9 | 5.9 | 9.7 | 16.1 |
| Treynor Ratio | NA | 0.2 | 0.14 | 0.09 | 0.01 | 0.07 | NA | NA | 0.06 | -0.04 | 0.14 | -0.33 | -0.19 | 0.37 | 0.32 | -0.05 | 0.19 | 0.09 | 0.01 | 0.22 | 0.21 | 0.16 | 0.05 | 0.14 | 0.21 | -0.22 | 0.11 | 0.11 | 0.05 | 0.1 | 0.19 | 0.2 |
| Alpha | NA | 0.03 | 0.02 | 0.0 | -0.01 | 0.0 | NA | NA | 0.0 | -0.01 | 0.01 | -0.03 | -0.04 | 0.05 | 0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 |
| Beta | NA | 0.75 | 0.7 | 0.63 | 0.55 | 0.52 | NA | NA | 0.88 | 0.48 | 0.55 | 0.46 | 0.31 | 0.61 | 0.43 | 0.23 | 0.25 | 0.49 | 0.35 | 0.25 | 0.44 | 0.86 | 1.02 | 1.24 | 1.52 | 1.44 | 0.52 | 0.72 | 0.73 | 0.81 | 0.99 | 1.1 |
| RSquared | NA | 0.93 | 0.87 | 0.76 | 0.48 | 0.53 | NA | NA | 0.7 | 0.42 | 0.56 | 0.69 | 0.05 | 0.65 | 0.7 | 0.64 | 0.41 | 0.83 | 0.79 | 0.64 | 0.79 | 0.93 | 0.9 | 0.97 | 0.96 | 0.96 | 0.85 | 0.89 | 0.94 | 0.9 | 0.91 | 0.97 |
| Yield(%) | N/A | 0.0 | 3.2 | 3.0 | 2.2 | 3.4 | 4.7 | 4.5 | N/A | 3.7 | 3.0 | 2.0 | 1.7 | 2.1 | 6.1 | 5.5 | 5.3 | 2.7 | 4.1 | 3.7 | 7.3 | 2.1 | 2.9 | 2.4 | 0.4 | 2.8 | 10.8 | 10.0 | 10.2 | 2.6 | 1.5 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 10.1 | -2.7 | -37.3 | -27.3 | N/A | N/A | N/A | 35.3 | 28.5 | 5.8 | -1.9 | -62.1 | 4.6 | 4.7 | 97.7 | -36.3 | 13.2 | -49.1 | 283.5 | -26.3 | 38.2 | 820.7 | -91.6 | -74.5 | 8.3 | -5.7 | 323.8 | 98.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/27/2002
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