Nasdaq - Delayed Quote USD
Columbia Thermostat C (CTFDX)
17.01
-0.18
(-1.05%)
At close: 8:04:38 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 28.28% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 17 |
| Number of Years Down | 4 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CTFDX | Category Average | CTFDX | Category Average | CTFDX | Category Average | |
| Alpha | -1.18 | -0.02 | -1.3 | -0.01 | 0.78 | -0.02 |
| BETA | 0.74 | 0.01 | 0.72 | 0.01 | 0.6 | 0.01 |
| Mean Annual Return | 0.42 | 0.01 | 0.43 | 0.01 | 0.45 | 0 |
| R-squared | 90.99 | 0.76 | 89.2 | 0.73 | 74.75 | 0.73 |
| Standard Deviation | 9.29 | 0.13 | 8.57 | 0.11 | 7.04 | 0.09 |
| Sharpe Ratio | 0.05 | 0.01 | 0.28 | 0.01 | 0.49 | 0.01 |
| Treynor Ratio | 0.07 | 0.08 | 2.87 | 0.08 | 5.48 | 0.06 |
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