Nasdaq - Delayed Quote USD

Columbia Thermostat Inst2 (CQTRX)

16.10 -0.03 (-0.19%)
As of 8:05:20 AM EST. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 8.01%
5y Average Return 7.72%
Number of Years Up 10
Number of Years Down 1
Best 1Y Total Return (Dec 31, 2024) 29.59%
Worst 1Y Total Return (Dec 31, 2024) --
Best 3Y Total Return 29.59%
Worst 3Y Total Return 1.20%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CQTRX
Category
YTD
10.09%
9.69%
1-Month
2.86%
0.97%
3-Month
1.74%
5.21%
1-Year
14.81%
27.45%
3-Year
2.41%
8.85%
5-Year
8.30%
8.56%
10-Year
6.57%
5.61%
Last Bull Market
11.06%
10.63%
Last Bear Market
-6.82%
-12.05%

Annual Total Return (%) History

Year
CQTRX
Category
2024
--
--
2023
11.67%
--
2022
-12.88%
--
2021
6.53%
--
2020
29.59%
9.83%
2019
15.25%
14.61%
2018
0.16%
-7.70%
2017
5.51%
12.63%

2016
4.77%
5.99%
2015
0.33%
-5.93%
2014
5.62%
2.41%
2013
9.35%
8.62%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.26% 2.74% 6.12% --
2023 4.36% 1.93% -3.31% 8.57%
2022 -5.88% -6.82% -4.51% 4.03%
2021 2.26% 3.79% -0.21% 0.59%
2020 1.67% 13.33% 4.86% 7.25%
2019 6.04% 3.42% 1.94% 3.09%
2018 -0.21% 0.78% 0.97% -1.37%
2017 1.52% 1.65% 1.50% 0.73%
2016 1.90% 1.80% 1.73% -0.72%
2015 1.49% -0.26% -2.19% 1.34%

2014 2.00% 2.08% -0.33% 1.78%
2013 4.16% 0.06% 2.91% 1.96%

Rank in Category (By Total Return)

YTD 70
1-Month 74
3-Month 81
1-Year 68
3-Year 63
5-Year 23

Load Adjusted Returns

1-Year 14.81%
3-Year 2.41%
5-Year 8.30%
10-Year 6.57%

Performance & Risk

YTD Return 8.01%
5y Average Return 7.72%
Rank in Category (ytd) 70
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.72
Morningstar Risk Rating

Fund Overview

Category Tactical Allocation
Fund Family Columbia Threadneedle
Net Assets 1.25B
YTD Return 10.09%
Yield 2.74%
Morningstar Rating
Inception Date Nov 08, 2012

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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