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CTFDX: COLUMBIA THERMOSTAT FUND COLUMBIA THERMOSTAT FUND CLASS C (MUTUAL FUND)
Basic Info 17.69 0.02(0.11%) July 18
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 03/04/2003 |
| Last Dividend Date: | 06/10/2025 |
| 12-Mo. Yield | 2.61% |
| Expenses | 0.85% |
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Performance Analytics (As of 07/11/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 8.4 | 10.7 | 8.2 | 1.6 | 4.2 | 5.8 | 4.8 | 5.7 | 4.7 | 10.5 | -14.5 | -6.4 | 21.9 | 14.0 | -0.9 | 4.5 | 3.7 | -0.7 | 4.5 | 8.2 | 12.5 | 3.9 | 16.4 | 31.0 | -31.2 | 7.4 | 9.7 | 4.5 | 8.1 | 24.0 |
| Sharpe Ratio | NA | 1.16 | 0.83 | 0.55 | -0.05 | 0.34 | NA | NA | 0.39 | -0.3 | 0.93 | -1.79 | -0.56 | 1.4 | 3.41 | -0.78 | 2.36 | 0.82 | -0.21 | 2.12 | 2.46 | 1.95 | 0.26 | 1.23 | 1.21 | -0.93 | 0.86 | 1.28 | 0.48 | 1.2 | 3.28 |
| Draw Down(%) | NA | 6.7 | 7.2 | 9.6 | 27.6 | 27.6 | NA | NA | 47.9 | 4.7 | 7.1 | 18.5 | 11.3 | 11.2 | 1.2 | 3.2 | 0.9 | 4.1 | 4.1 | 1.8 | 3.7 | 5.6 | 10.4 | 10.3 | 25.7 | 44.4 | 3.1 | 4.5 | 3.5 | 4.9 | 3.0 |
| Standard Deviation(%) | NA | 11.2 | 9.2 | 8.1 | 9.1 | 8.1 | NA | NA | 11.8 | 6.5 | 6.8 | 8.9 | 11.6 | 15.4 | 3.7 | 2.8 | 1.6 | 4.2 | 3.4 | 2.1 | 3.3 | 6.4 | 14.6 | 13.3 | 25.6 | 34.4 | 5.1 | 5.1 | 4.8 | 6.0 | 8.8 |
| Treynor Ratio | NA | 0.17 | 0.11 | 0.07 | -0.01 | 0.05 | NA | NA | 0.05 | -0.04 | 0.12 | -0.34 | -0.21 | 0.35 | 0.29 | -0.1 | 0.15 | 0.07 | -0.02 | 0.17 | 0.19 | 0.15 | 0.04 | 0.13 | 0.2 | -0.22 | 0.09 | 0.09 | 0.03 | 0.09 | 0.3 |
| Alpha | NA | 0.03 | 0.01 | 0.0 | -0.02 | 0.0 | NA | NA | -0.01 | -0.01 | 0.0 | -0.03 | -0.04 | 0.04 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 |
| Beta | NA | 0.75 | 0.72 | 0.63 | 0.56 | 0.52 | NA | NA | 0.87 | 0.51 | 0.54 | 0.46 | 0.31 | 0.61 | 0.44 | 0.23 | 0.26 | 0.5 | 0.35 | 0.26 | 0.43 | 0.85 | 1.02 | 1.24 | 1.51 | 1.44 | 0.52 | 0.72 | 0.72 | 0.81 | 0.95 |
| RSquared | NA | 0.93 | 0.92 | 0.78 | 0.49 | 0.54 | NA | NA | 0.7 | 0.53 | 0.57 | 0.7 | 0.05 | 0.65 | 0.7 | 0.62 | 0.39 | 0.83 | 0.78 | 0.65 | 0.79 | 0.93 | 0.9 | 0.97 | 0.96 | 0.96 | 0.84 | 0.88 | 0.94 | 0.9 | 0.91 |
| Yield(%) | N/A | 0.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.6 | 1.9 | 1.0 | 0.6 | 0.9 | 4.9 | 4.4 | 3.6 | 2.2 | 3.0 | 2.6 | 6.1 | 1.0 | 1.5 | 0.6 | 0.0 | 1.6 | 9.3 | 8.6 | 9.2 | 1.5 | 0.4 |
| Dividend Growth(%) | N/A | -79.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 50.2 | 54.9 | 47.1 | -17.9 | -78.7 | 5.0 | 22.2 | 65.1 | -29.1 | 19.2 | -57.4 | 565.7 | -31.6 | 184.1 | N/A | -100.0 | -83.2 | 7.9 | -10.0 | 537.0 | 372.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/03/2003
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