Find A Portfolio/Ticker
Comparison Box
COTZX: COLUMBIA THERMOSTAT FUND COLUMBIA THERMOSTAT FUND CLASS Z (MUTUAL FUND)
Basic Info 15.33 0.02(0.13%) March 28
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | (98%) |
Start Date: | 09/27/2002 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 2.76% |
Expenses | 0.85% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 03/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/30/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.3 | 0.2 | 8.6 | 0.4 | 7.9 | 5.9 | 9.7 | 6.4 | 7.2 | 11.7 | -12.9 | 6.4 | 29.6 | 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 | -0.51 | 0.68 | -0.24 | 0.72 | 0.75 | NA | NA | 0.53 | 1.09 | -1.62 | 1.32 | 1.98 | 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 | 2.5 | 6.9 | 17.8 | 17.8 | 17.8 | NA | NA | 47.5 | 6.9 | 17.1 | 2.8 | 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 | 6.1 | 6.7 | 6.9 | 8.8 | 6.6 | NA | NA | 11.8 | 6.9 | 8.9 | 4.8 | 14.8 | 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 | -0.06 | 0.07 | -0.03 | 0.12 | 0.1 | NA | NA | 0.07 | 0.13 | -0.31 | 0.15 | 0.48 | 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 | -0.04 | -0.02 | -0.01 | 0.01 | 0.01 | NA | NA | 0.0 | -0.01 | -0.02 | 0.0 | 0.07 | 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 | 0.01 | 0.0 | 0.01 |
Beta | NA | 0.49 | 0.63 | 0.47 | 0.54 | 0.49 | NA | NA | 0.89 | 0.59 | 0.46 | 0.43 | 0.6 | 0.43 | 0.23 | 0.25 | 0.49 | 0.35 | 0.25 | 0.44 | 0.86 | 1.02 | 1.24 | 1.52 | 1.45 | 0.52 | 0.72 | 0.73 | 0.81 | 0.99 | 1.1 |
RSquared | NA | 0.42 | 0.61 | 0.61 | 0.67 | 0.64 | NA | NA | 0.73 | 0.61 | 0.69 | 0.57 | 0.7 | 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 | 0.91 | 0.94 | 0.91 | 0.91 | 0.97 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/2002
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Moderate Allocation Asset Class Trend Rankings |
Top Rated Funds in Moderate Allocation
Best Mutual Funds
- PRWCX (T. ROWE PRICE CAPITAL APPRECIATION FUND) 0.08% (99%)
- LCRIX (LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS) 0.04% (99%)
- LCORX (LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-RETAIL CLASS) 0.04% (99%)
- QOPYX (Oppenheimer Flexible Strategies Fd Y) 0.08% (99%)
- RNCOX (RIVERNORTH CORE OPPORTUNITY FUND CLASS R) 0.40% (99%)
- AZNIX (ALLIANZGI INCOME & GROWTH FUND INSTITUTIONAL CLASS) 0.0% (98%)
- DNAIX (DUNHAM APPRECIATION & INCOME FUND DUNHAM APPRECIATION & INCOME FUND CLASS N) 0.34% (98%)
- COTZX (COLUMBIA THERMOSTAT FUND COLUMBIA THERMOSTAT FUND CLASS Z) 0.13% (98%)
- PBAIX (BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL) 0.14% (97%)
- AZNCX (ALLIANZGI INCOME & GROWTH FUND CLASS C) 0.0% (96%)
Best ETFs
* Day change on 03/28/2024.Best Closed End Funds
- ERH (Allspring Utilities and High Income Fund) 0.53% (100%)
- HTD (John Hancock Tax Advantaged Dividend Income Closed Fund) 0.82% (100%)
- ZTR (Virtus Global Dividend and Income Fund Inc) 1.27% (100%)