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Columbia Thermostat Inst (COTZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.19+0.13 (+0.86%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.72%
5-Year Average Return7.56%
Number of Years Up19
Number of Years Down2
Best 1 Yr Total Return (May 2, 2024)32.29%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return32.29%
Worst 3-Yr Total Return1.14%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCOTZXCategory
YTD-2.61%9.69%
1-Month-2.80%0.97%
3-Month-2.68%5.21%
1-Year3.59%27.45%
3-Year-1.35%8.85%
5-Year7.11%8.56%
10-Year5.59%5.61%
Last Bull Market11.06%10.63%
Last Bear Market-6.82%-12.05%

Annual Total Return (%) History

Year
COTZXCategory
2024
N/AN/A
2023
11.66%N/A
2022
-12.92%N/A
2021
6.42%N/A
2020
29.63%9.83%
2019
15.14%14.61%
2018
0.12%-7.70%
2017
5.52%12.63%
2016
4.72%5.99%
2015
0.33%-5.93%
2014
5.57%2.41%
2013
9.30%8.62%
2012
13.69%9.45%
2011
4.85%-3.36%
2010
17.58%10.53%
2009
32.29%20.30%
2008
-30.53%-23.59%
2007
8.49%6.85%
2006
10.86%9.91%
2005
5.50%5.05%
2004
9.17%8.16%
2003
19.79%18.15%
2002
N/A-9.70%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20240.20%N/AN/AN/A
20234.40%1.88%-3.28%8.54%
2022-5.87%-6.82%-4.55%4.01%
20212.17%3.82%-0.27%0.60%
20201.68%13.30%4.90%7.27%
20196.01%3.38%1.95%3.06%
2018-0.21%0.79%0.98%-1.42%
20171.53%1.66%1.44%0.78%
20161.84%1.81%1.75%-0.74%
20151.50%-0.26%-2.27%1.41%
20141.94%2.09%-0.34%1.78%
20134.10%0.06%2.92%1.95%
20128.29%-1.40%4.89%1.52%
20113.14%1.47%-6.92%7.64%
20105.09%-6.61%11.59%7.37%
2009-9.77%19.33%16.38%5.57%
2008-4.00%-0.60%-9.84%-19.26%
20072.31%2.07%3.52%0.35%
20063.12%-0.55%3.83%4.11%
2005-1.14%2.62%1.84%2.12%
20042.92%-0.18%0.40%5.83%
2003-2.11%11.36%2.38%7.34%
20025.69%N/AN/AN/A

Rank In Category (By Total Return)

YTD95
1-Month37
3-Month98
1-Year80
3-Year75
5-Year22

Load Adjusted Returns

1-Year3.59%
3-Year-1.35%
5-Year7.11%
10-Year5.59%