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CTFBX: COLUMBIA THERMOSTAT FUND COLUMBIA THERMOSTAT FUND CLASS B (MUTUAL FUND)
Basic Info
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/05/2003 |
| Last Dividend Date: | 12/22/2015 |
| 12-Mo. Yield | 3.22% |
| Expenses | 1.65% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/05/2003 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | 0.1 | 4.4 | 6.8 | 2.2 | -3.7 | 2.0 | 2.0 | 11.5 | 2.1 | 15.6 | 31.4 | -32.8 | -1.9 | 0.9 | -4.8 | 6.7 | 23.1 |
| Sharpe Ratio | NA | -0.62 | -0.15 | 0.27 | 0.04 | 0.15 | 1.14 | -0.88 | 0.63 | 0.28 | 1.75 | 0.14 | 1.16 | 1.22 | -0.98 | -0.56 | -0.27 | -0.78 | 0.92 | 3.17 |
| Draw Down(%) | NA | 9.3 | 11.3 | 11.3 | 52.5 | 52.6 | 4.1 | 6.0 | 2.5 | 6.0 | 5.7 | 11.1 | 11.0 | 25.6 | 44.7 | 8.5 | 6.7 | 7.4 | 4.9 | 3.0 |
| Standard Deviation(%) | NA | 5.4 | 5.4 | 8.2 | 16.1 | 14.4 | 6.3 | 4.2 | 3.1 | 7.0 | 6.6 | 14.6 | 13.4 | 25.6 | 34.5 | 8.9 | 8.9 | 9.0 | 6.2 | 8.8 |
| Treynor Ratio | NA | -0.07 | -0.02 | 0.03 | 0.01 | 0.02 | 0.12 | -0.11 | 0.08 | 0.05 | 0.13 | 0.02 | 0.12 | 0.21 | -0.23 | -0.11 | -0.03 | -0.1 | 0.07 | 0.29 |
| Alpha | NA | -0.01 | -0.01 | -0.02 | -0.03 | -0.02 | 0.01 | -0.02 | 0.0 | -0.02 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.02 | -0.03 | -0.03 | 0.0 | 0.01 |
| Beta | NA | 0.46 | 0.37 | 0.7 | 1.16 | 1.13 | 0.6 | 0.35 | 0.25 | 0.4 | 0.86 | 1.02 | 1.25 | 1.51 | 1.44 | 0.46 | 0.8 | 0.71 | 0.82 | 0.95 |
| RSquared | NA | 0.66 | 0.29 | 0.61 | 0.78 | 0.77 | 0.92 | 0.52 | 0.3 | 0.17 | 0.91 | 0.89 | 0.97 | 0.96 | 0.96 | 0.23 | 0.38 | 0.28 | 0.86 | 0.92 |
| Yield(%) | N/A | 3.2 | 4.1 | 3.4 | 3.8 | N/A | 0.0 | 3.3 | 2.8 | 6.4 | 1.3 | 2.0 | 0.8 | 0.0 | 1.8 | 9.5 | 8.8 | 9.4 | 1.6 | 0.4 |
| Dividend Growth(%) | N/A | 17.5 | 254.6 | -13.9 | N/A | N/A | -100.0 | 17.5 | -55.2 | 450.3 | -34.2 | 179.3 | N/A | -100.0 | -81.4 | 8.6 | -9.5 | 524.5 | 390.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/05/2003
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See Moderate Allocation Asset Class Trend Rankings |
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