Nasdaq - Delayed Quote USD

Columbia Thermostat C (CTFDX)

17.01
-0.18
(-1.05%)
At close: 8:04:38 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.72%
5y Average Return 5.10%
Number of Years Up 17
Number of Years Down 4
Best 1Y Total Return (May 21, 2025) 28.28%
Worst 1Y Total Return (May 21, 2025) --
Best 3Y Total Return 28.28%
Worst 3Y Total Return 0.15%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CTFDX
Category
YTD
1.71%
9.69%
1-Month
1.52%
0.97%
3-Month
0.48%
5.21%
1-Year
12.03%
27.45%
3-Year
4.77%
8.85%
5-Year
4.93%
8.56%
10-Year
5.32%
5.61%
Last Bull Market
12.37%
10.63%
Last Bear Market
-7.03%
-12.05%

Annual Total Return (%) History

Year
CTFDX
Category
2025
--
--
2024
6.86%
--
2023
10.52%
--
2022
-13.75%
--
2021
5.40%
--
2020
28.28%
9.83%
2019
14.02%
14.61%
2018
-0.88%
-7.70%

2017
4.48%
12.63%
2016
3.69%
5.99%
2015
-0.68%
-5.93%
2014
4.50%
2.41%
2013
8.23%
8.62%
2012
12.52%
9.45%
2011
3.87%
-3.36%
2010
16.43%
10.53%
2009
30.97%
20.30%
2008
-31.20%
-23.59%
2007
7.36%
6.85%
2006
9.72%
9.91%
2005
4.49%
5.05%
2004
8.13%
8.16%
2003
--
18.15%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.18% -- -- --
2024 -0.06% 2.51% 5.86% -1.46%
2023 4.07% 1.63% -3.53% 8.31%
2022 -6.13% -7.03% -4.79% 3.80%
2021 1.95% 3.52% -0.47% 0.33%
2020 1.38% 13.03% 4.64% 6.99%
2019 5.73% 3.17% 1.65% 2.82%
2018 -0.47% 0.50% 0.76% -1.65%
2017 1.23% 1.45% 1.22% 0.51%
2016 1.60% 1.57% 1.44% -0.95%

2015 1.27% -0.52% -2.51% 1.12%
2014 1.70% 1.79% -0.60% 1.56%
2013 3.89% -0.21% 2.62% 1.73%
2012 7.98% -1.67% 4.60% 1.31%
2011 2.77% 1.25% -7.07% 7.41%
2010 4.86% -6.83% 11.24% 7.13%
2009 -9.96% 18.93% 16.03% 5.41%
2008 -4.20% -0.84% -10.10% -19.43%
2007 2.06% 1.81% 3.28% 0.04%
2006 2.88% -0.84% 3.59% 3.82%
2005 -1.37% 2.39% 1.54% 1.90%
2004 2.68% -0.41% 0.16% 5.58%
2003 10.98% 2.12% 7.03% --

Rank in Category (By Total Return)

YTD 16
1-Month 9
3-Month 15
1-Year 7
3-Year 40
5-Year 70

Load Adjusted Returns

1-Year 11.03%
3-Year 4.77%
5-Year 4.93%
10-Year 5.32%

Performance & Risk

YTD Return 3.72%
5y Average Return 5.10%
Rank in Category (ytd) 16
% 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 1.71%
Yield 2.44%
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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