Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTORX (COLUMBIA THERMOSTAT FUND COLUMBIA THERMOSTAT FUND CLASS R4) | NA | 13.98% | -1.97% | 4.12% | 4.47% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTORX (COLUMBIA THERMOSTAT FUND COLUMBIA THERMOSTAT FUND CLASS R4) | 11/12/2012 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.54 | 13.98 | -1.97 | 4.12 | 4.47 | NA | NA | … | … | 8.68 | 11.64 | -13.66 | -5.70 | 22.80 | 15.22 | 0.11 | 5.49 | 4.69 | 0.32 | 5.07 | 1.90 | 0.64 |
| Sharpe Ratio | NA | 1.22 | -0.61 | 0.16 | 0.38 | NA | NA | … | … | 0.43 | 1.09 | -1.69 | -0.49 | 1.45 | 3.74 | -0.42 | 3.05 | 1.05 | 0.09 | 2.27 | 0.24 | 0.63 |
| Standard Deviation(%) | NA | 6.30 | 9.61 | 10.44 | 7.74 | NA | NA | … | … | 6.22 | 6.84 | 8.93 | 11.77 | 15.55 | 3.69 | 2.84 | 1.60 | 4.26 | 3.41 | 2.23 | 7.69 | 7.81 |
| Draw Down(%) | NA | 3.41 | 26.30 | 26.91 | 26.91 | NA | NA | … | … | 3.41 | 6.88 | 17.87 | 11.12 | 11.15 | 1.12 | 2.89 | 0.95 | 4.02 | 3.77 | 1.59 | 6.72 | 2.76 |
| Yield(%) | 0.00 | 3.03 | 1.94 | 2.70 | 3.42 | 2.46 | 1.85 | … | … | 0.42 | 2.94 | 1.95 | 1.71 | 1.81 | 6.04 | 5.47 | 5.22 | 2.71 | 4.07 | 3.13 | 0.00 | 0.00 |
Data as of 11/25/2024, Common starting date is 11/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTORX (COLUMBIA THERMOSTAT FUND COLUMBIA THERMOSTAT FUND CLASS R4) |
-5.55%
Apr 2021 – Apr 2024 |
1.72%
Oct 2013 – Oct 2018 |
2.40%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTORX (COLUMBIA THERMOSTAT FUND COLUMBIA THERMOSTAT FUND CLASS R4) |
14.39%
Apr 2018 – Apr 2021 |
9.84%
Apr 2016 – Apr 2021 |
4.73%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart