Find A Portfolio/Ticker
Comparison Box
CYYYX: COLUMBIA THERMOSTAT FUND COLUMBIA THERMOSTAT FUND CLASS Y (MUTUAL FUND)
Basic Info 15.45 0.01(0.06%) March 28
Asset Class: | EQUITY |
MyPlanIQ Rating: | (88%) |
Start Date: | 11/12/2012 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 2.28% |
Expenses | 0.85% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | 0.3 | 8.7 | 0.5 | 8.0 | 6.0 | 7.9 | 11.7 | -12.8 | 6.5 | 29.7 | 15.2 | 0.2 | 5.6 | 4.8 | 0.3 | 5.1 | 2.0 | 0.6 |
Sharpe Ratio | NA | -0.51 | 0.7 | -0.22 | 0.73 | 0.75 | 0.71 | 1.1 | -1.61 | 1.35 | 1.98 | 3.79 | -0.39 | 3.02 | 1.09 | 0.08 | 2.33 | 0.25 | 0.57 |
Draw Down(%) | NA | 2.4 | 6.9 | 17.8 | 17.8 | 17.8 | 17.8 | 6.9 | 17.1 | 2.8 | 11.2 | 1.1 | 2.9 | 0.9 | 3.9 | 3.8 | 1.7 | 6.8 | 2.8 |
Standard Deviation(%) | NA | 6.0 | 6.7 | 6.9 | 8.8 | 6.6 | 6.7 | 6.9 | 8.8 | 4.8 | 14.8 | 3.7 | 2.9 | 1.7 | 4.2 | 3.4 | 2.2 | 7.8 | 7.7 |
Treynor Ratio | NA | -0.13 | 0.15 | -0.06 | 0.21 | 0.18 | 0.18 | 0.26 | -0.55 | 0.27 | 0.83 | 0.62 | -0.09 | 0.49 | 0.17 | 0.01 | 0.37 | 0.08 | 0.09 |
Alpha | NA | -0.04 | -0.02 | -0.01 | 0.01 | 0.01 | 0.0 | 0.01 | -0.04 | 0.0 | 0.07 | 0.03 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | -0.02 | -0.04 |
Beta | NA | 0.24 | 0.32 | 0.25 | 0.31 | 0.27 | 0.27 | 0.29 | 0.26 | 0.24 | 0.35 | 0.22 | 0.13 | 0.1 | 0.27 | 0.19 | 0.14 | 0.23 | 0.48 |
RSquared | NA | 0.22 | 0.33 | 0.42 | 0.57 | 0.55 | 0.49 | 0.32 | 0.54 | 0.48 | 0.68 | 0.59 | 0.55 | 0.19 | 0.78 | 0.74 | 0.56 | 0.12 | 0.57 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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 EQUITY Asset Class Trend Rankings |