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Columbia Thermostat Adv (CTORX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.02+0.01 (+0.07%)
At close: 06:45PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-2.66%
5-Year Average Return7.21%
Number of Years Up10
Number of Years Down1
Best 1 Yr Total Return (Apr 17, 2024)29.58%
Worst 1 Yr Total Return (Apr 17, 2024)N/A
Best 3-Yr Total Return29.58%
Worst 3-Yr Total Return1.16%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCTORXCategory
YTD0.19%9.69%
1-Month0.98%0.97%
3-Month0.19%5.21%
1-Year7.17%27.45%
3-Year0.49%8.85%
5-Year7.86%8.56%
10-Year5.93%5.61%
Last Bull Market16.25%10.63%
Last Bear Market-6.84%-12.05%

Annual Total Return (%) History

Year
CTORXCategory
2024
N/AN/A
2023
11.64%N/A
2022
-12.89%N/A
2021
6.43%N/A
2020
29.58%9.83%
2019
15.21%14.61%
2018
0.12%-7.70%
2017
5.49%12.63%
2016
4.69%5.99%
2015
0.33%-5.93%
2014
5.61%2.41%
2013
9.26%8.62%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20240.19%N/AN/AN/A
20234.37%1.93%-3.32%8.54%
2022-5.89%-6.84%-4.52%4.06%
20212.21%3.79%-0.21%0.54%
20201.67%13.28%4.87%7.28%
20196.05%3.43%1.94%3.04%
2018-0.14%0.71%0.97%-1.41%
20171.52%1.72%1.43%0.71%
20161.83%1.80%1.74%-0.73%
20151.49%-0.26%-2.26%1.40%
20142.01%2.01%-0.33%1.83%
20134.16%-0.01%2.91%1.94%

Rank In Category (By Total Return)

YTD99
1-Month90
3-Month99
1-Year80
3-Year77
5-Year23

Load Adjusted Returns

1-Year7.17%
3-Year0.49%
5-Year7.86%
10-Year5.93%