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CTFAX: COLUMBIA THERMOSTAT FUND COLUMBIA THERMOSTAT FUND CLASS A (MUTUAL FUND)
Basic Info 18.66 0.07(0.37%) June 03
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 03/04/2003 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 3.24% |
| Expenses | 0.85% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 3.0 | 11.9 | 10.8 | 1.8 | 5.6 | 5.8 | 5.7 | 6.7 | 14.8 | 7.7 | 11.4 | -13.9 | -5.8 | 22.8 | 14.9 | -0.1 | 5.2 | 4.5 | 0.1 | 5.3 | 9.1 | 13.3 | 4.6 | 17.3 | 32.0 | -30.7 | 8.2 | 10.6 | 5.3 | 8.9 | 24.7 |
| Sharpe Ratio | NA | 0.92 | 1.97 | 1.07 | -0.08 | 0.49 | NA | NA | 0.47 | 1.39 | 0.65 | 1.14 | -1.72 | -0.5 | 1.46 | 3.64 | -0.54 | 2.83 | 1.01 | 0.01 | 2.5 | 2.67 | 2.07 | 0.32 | 1.29 | 1.25 | -0.92 | 0.99 | 1.42 | 0.61 | 1.33 | 3.39 |
| Draw Down(%) | NA | 4.0 | 4.0 | 7.0 | 27.0 | 27.0 | NA | NA | 47.6 | 6.6 | 3.5 | 6.9 | 18.0 | 11.1 | 11.2 | 1.1 | 3.0 | 0.9 | 4.1 | 3.9 | 1.6 | 3.7 | 5.6 | 10.2 | 10.2 | 25.6 | 44.2 | 3.0 | 4.4 | 3.5 | 4.8 | 3.0 |
| Standard Deviation(%) | NA | 6.0 | 5.0 | 7.3 | 8.6 | 8.1 | NA | NA | 11.7 | 8.6 | 6.3 | 6.9 | 8.9 | 11.7 | 15.4 | 3.7 | 2.8 | 1.6 | 4.2 | 3.5 | 2.1 | 3.4 | 6.5 | 14.5 | 13.3 | 25.5 | 34.5 | 5.1 | 5.1 | 4.9 | 6.0 | 8.8 |
| Treynor Ratio | NA | 0.09 | 0.17 | 0.11 | -0.01 | 0.08 | NA | NA | 0.06 | 0.17 | 0.06 | 0.13 | -0.33 | -0.19 | 0.37 | 0.31 | -0.07 | 0.19 | 0.09 | 0.0 | 0.2 | 0.21 | 0.16 | 0.05 | 0.14 | 0.21 | -0.22 | 0.1 | 0.1 | 0.04 | 0.1 | 0.31 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | NA | NA | 0.0 | 0.02 | -0.01 | 0.0 | -0.03 | -0.04 | 0.04 | 0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 |
| Beta | NA | 0.62 | 0.59 | 0.68 | 0.54 | 0.53 | NA | NA | 0.87 | 0.71 | 0.63 | 0.6 | 0.46 | 0.31 | 0.61 | 0.44 | 0.23 | 0.24 | 0.49 | 0.35 | 0.26 | 0.44 | 0.85 | 1.01 | 1.24 | 1.51 | 1.44 | 0.51 | 0.72 | 0.73 | 0.81 | 0.95 |
| RSquared | NA | 0.9 | 0.84 | 0.82 | 0.49 | 0.54 | NA | NA | 0.7 | 0.9 | 0.72 | 0.62 | 0.7 | 0.05 | 0.65 | 0.7 | 0.63 | 0.37 | 0.82 | 0.79 | 0.68 | 0.79 | 0.93 | 0.9 | 0.97 | 0.96 | 0.96 | 0.84 | 0.89 | 0.94 | 0.91 | 0.92 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.4 | 3.4 | 2.7 | 1.7 | 1.4 | 1.8 | 5.7 | 5.2 | 4.9 | 2.4 | 3.8 | 3.4 | 7.0 | 1.8 | 2.7 | 1.6 | 0.0 | 2.3 | 10.3 | 9.5 | 10.0 | 2.3 | 1.3 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.3 | 38.0 | 32.6 | 10.3 | -4.0 | -65.7 | 4.7 | 5.1 | 107.5 | -38.5 | 14.6 | -51.0 | 322.3 | -29.4 | 91.5 | 8700.0 | -99.3 | -77.9 | 8.8 | -8.4 | 358.8 | 115.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/28/2003
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