Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CQTRX (COLUMBIA THERMOSTAT FUND COLUMBIA THERMOSTAT FUND CLASS R5) | 3.35% | 12.16% | 10.91% | 4.76% | 7.82% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CQTRX (COLUMBIA THERMOSTAT FUND COLUMBIA THERMOSTAT FUND CLASS R5) | 11/12/2012 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.22 | 12.16 | 10.91 | 4.76 | 7.82 | NA | NA | … | … | 3.35 | 11.80 | 8.03 | 11.67 | -12.88 | 6.56 | 29.57 | 15.25 | 0.16 | 5.50 | 4.77 | 0.33 | 5.09 | 1.97 | 0.64 |
| Sharpe Ratio | NA | 2.06 | 1.11 | 0.32 | 0.86 | NA | NA | … | … | 0.98 | 1.01 | 0.71 | 1.18 | -1.62 | 1.36 | 1.97 | 3.71 | -0.43 | 2.99 | 1.09 | 0.09 | 2.28 | 0.25 | 0.64 |
| Standard Deviation(%) | NA | 5.04 | 7.23 | 7.15 | 7.25 | NA | NA | … | … | 6.00 | 9.02 | 6.25 | 6.84 | 8.86 | 4.79 | 14.80 | 3.71 | 2.86 | 1.63 | 4.20 | 3.51 | 2.23 | 7.69 | 7.73 |
| Draw Down(%) | NA | 4.03 | 6.93 | 17.82 | 17.82 | NA | NA | … | … | 4.03 | 6.56 | 3.41 | 6.93 | 17.16 | 2.79 | 11.14 | 1.12 | 2.92 | 0.88 | 3.94 | 3.77 | 1.66 | 6.71 | 2.69 |
| Yield(%) | 0.00 | 3.55 | 3.58 | 4.76 | 5.83 | 4.56 | 3.42 | … | … | 0.00 | 3.77 | 3.74 | 2.98 | 2.80 | 13.77 | 8.34 | 6.08 | 5.50 | 5.24 | 2.72 | 4.08 | 3.15 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CQTRX (COLUMBIA THERMOSTAT FUND COLUMBIA THERMOSTAT FUND CLASS R5) |
-1.30%
Apr 2021 – Apr 2024 |
1.74%
Oct 2013 – Oct 2018 |
4.34%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CQTRX (COLUMBIA THERMOSTAT FUND COLUMBIA THERMOSTAT FUND CLASS R5) |
16.77%
Oct 2018 – Oct 2021 |
11.08%
Jun 2016 – Jun 2021 |
8.11%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart