Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CTFDX (COLUMBIA THERMOSTAT FUND COLUMBIA THERMOSTAT FUND CLASS C) | 8.20% | 13.16% | 8.10% | 1.93% | 4.17% | 5.97% | 4.82% | 5.82% |
Data as of 06/30/2025, AR inception is 03/04/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTFDX (COLUMBIA THERMOSTAT FUND COLUMBIA THERMOSTAT FUND CLASS C) | 03/04/2003 | 06/30/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.79 | 13.16 | 8.10 | 1.93 | 4.17 | 5.97 | 4.82 | 5.82 | 8.20 | 4.68 | 10.52 | -14.51 | -6.42 | 21.94 | 14.02 | -0.89 | 4.47 | 3.69 | -0.69 | 4.50 | 8.22 | 12.51 | 3.87 | 16.43 | 30.97 | -31.19 | 7.36 | 9.71 | 4.49 | 8.13 | 23.98 |
| Sharpe Ratio | NA | 0.68 | 0.53 | -0.07 | 0.30 | NA | NA | 0.38 | 0.73 | -0.30 | 0.93 | -1.79 | -0.56 | 1.40 | 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 | 1.20 | 3.28 |
| Standard Deviation(%) | NA | 9.17 | 8.15 | 9.12 | 8.10 | NA | NA | 11.85 | 11.72 | 6.46 | 6.82 | 8.90 | 11.59 | 15.43 | 3.70 | 2.84 | 1.64 | 4.24 | 3.41 | 2.12 | 3.33 | 6.43 | 14.56 | 13.33 | 25.60 | 34.44 | 5.12 | 5.07 | 4.83 | 5.97 | 8.76 |
| Draw Down(%) | NA | 7.22 | 9.59 | 27.63 | 27.63 | NA | NA | 47.85 | 6.69 | 4.65 | 7.11 | 18.52 | 11.34 | 11.17 | 1.18 | 3.23 | 0.95 | 4.09 | 4.13 | 1.78 | 3.73 | 5.63 | 10.42 | 10.33 | 25.72 | 44.41 | 3.05 | 4.54 | 3.47 | 4.86 | 3.04 |
| Yield(%) | 0.00 | 2.66 | 2.09 | 1.38 | 2.39 | 3.42 | 3.42 | 4.28 | 0.51 | 2.60 | 1.87 | 1.03 | 0.65 | 0.95 | 4.87 | 4.40 | 3.62 | 2.24 | 3.03 | 2.59 | 6.13 | 1.03 | 1.54 | 0.62 | 0.00 | 1.58 | 9.26 | 8.60 | 9.20 | 1.54 | 0.40 |
Data as of 06/30/2025, AR inception is 03/04/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTFDX (COLUMBIA THERMOSTAT FUND COLUMBIA THERMOSTAT FUND CLASS C) |
-12.86%
Feb 2006 - Feb 2009 |
-5.64%
Feb 2004 - Feb 2009 |
2.19%
Oct 2013 - Oct 2023 |
3.12%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTFDX (COLUMBIA THERMOSTAT FUND COLUMBIA THERMOSTAT FUND CLASS C) |
26.57%
Feb 2009 - Feb 2012 |
18.59%
Feb 2009 - Feb 2014 |
10.35%
Feb 2009 - Feb 2019 |
7.89%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart