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CTFAX: Columbia Thermostat A (MUTUAL FUND)
Basic Info 18.51 0.1(0.54%) January 19
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 03/05/2003 |
| Last Dividend Date: | 12/21/2020 |
| 12-Mo. Yield | 0.77% |
| Expenses | 1.15% |
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Performance Analytics (As of 01/15/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.4 | 1.1 | 29.5 | 14.4 | 11.3 | 8.3 | 7.2 | 8.2 | 29.3 | 14.9 | -0.1 | 5.2 | 4.5 | 0.1 | 5.3 | 9.1 | 13.3 | 4.6 | 17.3 | 32.0 | -30.7 | 8.2 | 10.6 | 5.3 | 8.9 | 24.7 |
| SR | NA | 2.35 | 1.94 | 1.47 | 1.42 | 1.06 | NA | 0.6 | 1.96 | 3.66 | -0.52 | 2.84 | 1.01 | 0.01 | 2.5 | 2.67 | 2.07 | 0.32 | 1.29 | 1.25 | -0.91 | 1.02 | 1.44 | 0.63 | 1.33 | 3.39 |
| DD(%) | NA | 0.7 | 11.2 | 11.2 | 11.2 | 11.2 | NA | 47.6 | 11.2 | 1.1 | 3.0 | 0.9 | 4.1 | 3.9 | 1.6 | 3.7 | 5.6 | 10.2 | 10.2 | 25.6 | 44.2 | 3.0 | 4.4 | 3.5 | 4.8 | 3.0 |
| SD(%) | NA | 6.2 | 14.8 | 9.0 | 7.2 | 7.4 | NA | 12.4 | 14.8 | 3.7 | 2.8 | 1.6 | 4.2 | 3.5 | 2.1 | 3.4 | 6.5 | 14.5 | 13.3 | 25.5 | 34.5 | 5.1 | 5.1 | 4.9 | 6.0 | 8.8 |
| TR | NA | 0.19 | 0.47 | 1.44 | 1.05 | 0.49 | NA | 0.18 | 0.48 | 8.82 | -0.08 | 0.19 | 0.09 | 0.0 | 0.2 | 0.21 | 0.16 | 0.05 | 0.14 | 0.21 | -0.22 | 0.1 | 0.1 | 0.04 | 0.1 | 0.31 |
| Alpha(%) | NA | 0.02 | 0.07 | 0.04 | 0.03 | 0.02 | NA | 0.02 | 0.06 | 0.05 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 |
| Beta(%) | NA | 0.76 | 0.61 | 0.09 | 0.1 | 0.16 | NA | 0.42 | 0.6 | 0.02 | 0.18 | 0.24 | 0.49 | 0.35 | 0.26 | 0.44 | 0.85 | 1.01 | 1.24 | 1.51 | 1.44 | 0.51 | 0.72 | 0.73 | 0.82 | 0.95 |
| RS | NA | 0.98 | 0.7 | 0.12 | 0.13 | 0.19 | NA | 0.34 | 0.7 | 0.05 | 0.49 | 0.37 | 0.82 | 0.79 | 0.68 | 0.79 | 0.93 | 0.9 | 0.97 | 0.96 | 0.96 | 0.84 | 0.91 | 0.94 | 0.92 | 0.92 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/05/2003
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Moderate Allocation Asset Class Trend Rankings |
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Best ETFs
* Day change on 01/19/2021.Best Closed End Funds
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