Nasdaq - Delayed Quote USD

Columbia Thermostat Inst (COTZX)

16.81
+0.05
+(0.30%)
At close: 8:04:13 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.39%
5y Average Return 6.73%
Number of Years Up 20
Number of Years Down 2
Best 1Y Total Return (May 16, 2025) 29.63%
Worst 1Y Total Return (May 16, 2025) --
Best 3Y Total Return 29.63%
Worst 3Y Total Return 1.14%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
COTZX
Category
YTD
2.07%
9.69%
1-Month
1.62%
0.97%
3-Month
0.74%
5.21%
1-Year
13.16%
27.45%
3-Year
5.82%
8.85%
5-Year
5.99%
8.56%
10-Year
6.38%
5.61%
Last Bull Market
13.01%
10.63%
Last Bear Market
-6.82%
-12.05%

Annual Total Return (%) History

Year
COTZX
Category
2025
--
--
2024
7.97%
--
2023
11.66%
--
2022
-12.92%
--
2021
6.42%
--
2020
29.63%
9.83%
2019
15.14%
14.61%
2018
0.12%
-7.70%

2017
5.52%
12.63%
2016
4.72%
5.99%
2015
0.33%
-5.93%
2014
5.57%
2.41%
2013
9.30%
8.62%
2012
13.69%
9.45%
2011
4.85%
-3.36%
2010
17.58%
10.53%
2009
32.29%
20.30%
2008
-30.53%
-23.59%
2007
8.49%
6.85%
2006
10.86%
9.91%
2005
5.50%
5.05%
2004
9.17%
8.16%
2003
19.79%
18.15%
2002
--
-9.70%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.44% -- -- --
2024 0.20% 2.77% 6.12% -1.19%
2023 4.40% 1.88% -3.28% 8.54%
2022 -5.87% -6.82% -4.55% 4.01%
2021 2.17% 3.82% -0.27% 0.60%
2020 1.68% 13.30% 4.90% 7.27%
2019 6.01% 3.38% 1.95% 3.06%
2018 -0.21% 0.79% 0.98% -1.42%
2017 1.53% 1.66% 1.44% 0.78%
2016 1.84% 1.81% 1.75% -0.74%

2015 1.50% -0.26% -2.27% 1.41%
2014 1.94% 2.09% -0.34% 1.78%
2013 4.10% 0.06% 2.92% 1.95%
2012 8.29% -1.40% 4.89% 1.52%
2011 3.14% 1.47% -6.92% 7.64%
2010 5.09% -6.61% 11.59% 7.37%
2009 -9.77% 19.33% 16.38% 5.57%
2008 -4.00% -0.60% -9.84% -19.26%
2007 2.31% 2.07% 3.52% 0.35%
2006 3.12% -0.55% 3.83% 4.11%
2005 -1.14% 2.62% 1.84% 2.12%
2004 2.92% -0.18% 0.40% 5.83%
2003 -2.11% 11.36% 2.38% 7.34%
2002 5.69% -- -- --

Rank in Category (By Total Return)

YTD 14
1-Month 7
3-Month 12
1-Year 5
3-Year 30
5-Year 57

Load Adjusted Returns

1-Year 13.16%
3-Year 5.82%
5-Year 5.99%
10-Year 6.38%

Performance & Risk

YTD Return 5.39%
5y Average Return 6.73%
Rank in Category (ytd) 14
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.74
Morningstar Risk Rating

Fund Overview

Category Tactical Allocation
Fund Family Columbia Threadneedle
Net Assets 1.16B
YTD Return 2.07%
Yield 3.48%
Morningstar Rating
Inception Date Sep 25, 2002

Fund Summary

The fund is primarily managed as a fund that invests in other funds that seeks to achieve its investment objective by investing its assets among a selected group of underlying stock and bond mutual funds and ETFs. It allocates at least 95% of its net assets (stock/bond assets) among the portfolio funds according to an asset allocation table based on the current level of the Standard & Poor’s (S&P) 500® Index. The fund may invest up to 5% of net assets plus any cash received that day in cash, high quality short-term paper and government securities.

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