Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTFAX (COLUMBIA THERMOSTAT FUND COLUMBIA THERMOSTAT FUND CLASS A) | 2.10% | 10.90% | 10.18% | 1.57% | 5.48% | 5.81% | 5.69% | … | … |
Data as of 06/05/2026, Common starting date is 03/04/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTFAX (COLUMBIA THERMOSTAT FUND COLUMBIA THERMOSTAT FUND CLASS A) | 03/04/2003 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | -1.07 | 10.90 | 10.18 | 1.57 | 5.48 | 5.81 | 5.69 | … | … | 2.10 | 14.76 | 7.70 | 11.39 | -13.90 | -5.82 | 22.84 | 14.95 | -0.14 | 5.18 | 4.47 | 0.07 | 5.31 | 9.07 | 13.33 | 4.62 | 17.27 | 31.99 | -30.67 | 8.19 | 10.56 | 5.26 | 8.92 | 24.71 |
| Sharpe Ratio | NA | 1.97 | 1.07 | -0.08 | 0.49 | NA | NA | … | … | 0.92 | 1.39 | 0.65 | 1.14 | -1.72 | -0.50 | 1.46 | 3.64 | -0.54 | 2.83 | 1.01 | 0.01 | 2.50 | 2.67 | 2.07 | 0.32 | 1.29 | 1.25 | -0.92 | 0.99 | 1.42 | 0.61 | 1.33 | 3.39 |
| Standard Deviation(%) | NA | 5.05 | 7.25 | 8.62 | 8.13 | NA | NA | … | … | 5.99 | 8.56 | 6.28 | 6.86 | 8.93 | 11.66 | 15.45 | 3.70 | 2.85 | 1.61 | 4.20 | 3.47 | 2.12 | 3.38 | 6.47 | 14.49 | 13.33 | 25.55 | 34.46 | 5.10 | 5.06 | 4.89 | 5.98 | 8.75 |
| Draw Down(%) | NA | 3.99 | 6.96 | 27.01 | 27.01 | NA | NA | … | … | 3.99 | 6.61 | 3.50 | 6.94 | 18.01 | 11.13 | 11.18 | 1.12 | 2.98 | 0.95 | 4.05 | 3.88 | 1.65 | 3.68 | 5.58 | 10.23 | 10.17 | 25.61 | 44.21 | 3.05 | 4.43 | 3.47 | 4.78 | 3.03 |
| Yield(%) | 0.00 | 3.23 | 3.23 | 2.08 | 3.30 | 3.87 | 4.11 | … | … | 0.00 | 3.41 | 3.39 | 2.65 | 1.70 | 1.43 | 1.79 | 5.71 | 5.17 | 4.93 | 2.44 | 3.79 | 3.38 | 6.96 | 1.84 | 2.66 | 1.59 | 0.02 | 2.33 | 10.30 | 9.48 | 9.98 | 2.31 | 1.32 |
Data as of 06/05/2026, Common starting date is 03/04/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTFAX (COLUMBIA THERMOSTAT FUND COLUMBIA THERMOSTAT FUND CLASS A) |
-12.20%
Feb 2006 – Feb 2009 |
-4.92%
Feb 2004 – Feb 2009 |
2.94%
Oct 2013 – Oct 2023 |
3.89%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTFAX (COLUMBIA THERMOSTAT FUND COLUMBIA THERMOSTAT FUND CLASS A) |
27.51%
Feb 2009 – Feb 2012 |
19.47%
Feb 2009 – Feb 2014 |
11.18%
Feb 2009 – Feb 2019 |
8.70%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
