Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| COTZX (COLUMBIA THERMOSTAT FUND COLUMBIA THERMOSTAT FUND CLASS Z) | 8.09% | 10.40% | 8.75% | 2.32% | 5.05% | 6.77% | 5.79% | 6.91% |
Data as of 07/16/2025, AR inception is 09/27/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COTZX (COLUMBIA THERMOSTAT FUND COLUMBIA THERMOSTAT FUND CLASS Z) | 09/27/2002 | 07/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.35 | 10.40 | 8.75 | 2.32 | 5.05 | 6.77 | 5.79 | 6.91 | 8.09 | 4.68 | 11.66 | -13.70 | -5.79 | 23.08 | 15.15 | 0.12 | 5.52 | 4.72 | 0.33 | 5.57 | 9.31 | 13.68 | 4.85 | 17.98 | 32.29 | -30.53 | 8.49 | 10.86 | 5.50 | 9.16 | 19.80 | 5.47 |
| Sharpe Ratio | NA | 0.89 | 0.66 | 0.05 | 0.45 | NA | NA | 0.46 | 1.16 | -0.28 | 1.09 | -1.69 | -0.49 | 1.47 | 3.76 | -0.42 | 3.09 | 1.07 | 0.09 | 2.64 | 2.76 | 2.10 | 0.33 | 1.34 | 1.26 | -0.91 | 1.07 | 1.50 | 0.68 | 1.38 | 1.96 | 1.37 |
| Standard Deviation(%) | NA | 9.21 | 8.14 | 9.18 | 8.15 | NA | NA | 11.93 | 11.25 | 6.77 | 6.88 | 8.94 | 11.86 | 15.48 | 3.66 | 2.84 | 1.59 | 4.21 | 3.40 | 2.11 | 3.36 | 6.55 | 14.54 | 13.34 | 25.61 | 34.51 | 5.17 | 5.08 | 4.91 | 5.95 | 9.75 | 16.12 |
| Draw Down(%) | NA | 6.92 | 9.39 | 26.98 | 26.98 | NA | NA | 47.46 | 6.56 | 5.57 | 6.93 | 17.88 | 11.24 | 11.15 | 1.13 | 2.97 | 0.89 | 3.97 | 3.72 | 1.60 | 3.65 | 5.57 | 10.32 | 9.83 | 25.59 | 44.07 | 3.05 | 4.48 | 3.47 | 4.78 | 8.86 | 5.98 |
| Yield(%) | 0.00 | 3.12 | 2.98 | 2.23 | 3.41 | 4.71 | 4.50 | 5.80 | 0.00 | 3.72 | 2.97 | 1.96 | 1.72 | 2.10 | 6.07 | 5.49 | 5.25 | 2.72 | 4.09 | 3.69 | 7.31 | 2.13 | 2.95 | 2.43 | 0.35 | 2.83 | 10.83 | 9.98 | 10.21 | 2.57 | 1.50 | 0.00 |
Data as of 07/16/2025, AR inception is 09/27/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COTZX (COLUMBIA THERMOSTAT FUND COLUMBIA THERMOSTAT FUND CLASS Z) |
-11.99%
Feb 2006 - Feb 2009 |
-4.70%
Feb 2004 - Feb 2009 |
3.17%
Oct 2013 - Oct 2023 |
4.15%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COTZX (COLUMBIA THERMOSTAT FUND COLUMBIA THERMOSTAT FUND CLASS Z) |
28.00%
Feb 2009 - Feb 2012 |
19.87%
Feb 2009 - Feb 2014 |
11.50%
Feb 2009 - Feb 2019 |
8.98%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart