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COTZX: Columbia Thermostat Z (MUTUAL FUND)
Basic Info 17.66 0.07(0.40%) October 29
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 09/30/2002 |
| Last Dividend Date: | 12/20/2019 |
| 12-Mo. Yield | 0.79% |
| Expenses | 0.90% |
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Performance Analytics (As of 10/28/2020)
Not up-to-date? Try| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -2.1 | 18.7 | 21.3 | 11.2 | 8.4 | 8.1 | 7.2 | 7.9 | 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 |
| SR | NA | 1.66 | 1.68 | 1.25 | 1.13 | 1.08 | NA | 0.57 | 3.76 | -0.43 | 3.09 | 1.07 | 0.09 | 2.64 | 2.76 | 2.1 | 0.33 | 1.34 | 1.26 | -0.91 | 1.06 | 1.5 | 0.68 | 1.38 | 1.96 | 1.37 |
| DD(%) | NA | 11.2 | 11.2 | 11.2 | 11.2 | 11.2 | NA | 47.5 | 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 |
| SD(%) | NA | 16.0 | 14.5 | 8.8 | 7.1 | 7.4 | NA | 12.5 | 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 |
| TR | NA | 0.44 | 0.41 | 1.26 | 0.85 | 0.5 | NA | 0.17 | 9.33 | -0.07 | 0.19 | 0.09 | 0.01 | 0.22 | 0.21 | 0.16 | 0.05 | 0.14 | 0.21 | -0.22 | 0.1 | 0.1 | 0.05 | 0.1 | 0.19 | 0.2 |
| Alpha(%) | NA | 0.07 | 0.05 | 0.04 | 0.03 | 0.02 | NA | 0.02 | 0.05 | 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 | 0.6 | 0.6 | 0.09 | 0.1 | 0.16 | NA | 0.43 | 0.01 | 0.18 | 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 |
| RS | NA | 0.68 | 0.68 | 0.12 | 0.13 | 0.19 | NA | 0.34 | 0.05 | 0.5 | 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
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Moderate Allocation Asset Class Trend Rankings |
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