COTZX
Columbia Thermostat-Inst
$14.91
0.01 (0.07%)
Currency in USD / Last Updated: 4/19/2024
Category | Tactical |
---|---|
Market Cap | 1260.843M |
52 Week High | 15.41 |
52 Week Low | 13.745 |
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Key Data
Symbol | COTZX |
---|---|
Type | Mutual Fund |
Category | Tactical |
Price | 14.91 |
Price Yesterday | 14.9 |
Market Cap | 1,260.84 |
YTD Return | -2.55% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2000 |
Redeption Fee | 0 |
Prospectus | 0.006 |
Overview
52 Week High | 15.41 |
---|---|
52 Week Low | 13.75 |
Market Cap | 1,260.84M |
Shares Outstanding | 84.56M |
Income Dividend Yield | 2.81% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.81% |
Returns Annualized
One Day | 18.44% |
---|---|
Five Days | -35.47% |
One Months | -20.42% |
Three Months | -5.70% |
Six Months | 16.83% |
Nine Months | 1.27% |
One Year | 4.58% |
Three Years | -1.24% |
Five Years | 7.26% |
Ten Years | 5.63% |
YTD | -8.21% |
Since Inception | 6.99% |
Returns Total
One Day | 0.07% |
---|---|
Five Days | -0.86% |
One Month | -1.97% |
Three Months | -1.45% |
Six Months | 8.01% |
Nine Months | 0.95% |
One Year | 4.58% |
Three Years | -3.68% |
Five Years | 41.85% |
Ten Years | 72.75% |
YTD | -2.55% |
Since Inception | 327.59% |
Yearly Returns
2024 | -2.55% |
---|---|
2023 | 11.66% |
2022 | -12.94% |
2021 | 6.42% |
2020 | 29.64% |
2019 | 15.14% |
2018 | 0.12% |
2017 | 5.52% |
2016 | 4.71% |
2015 | 0.34% |
Risk against SP-DA
Alpha | -8.53% |
---|---|
Beta | 0.48 |
Correlation | 83.19% |
Downside Deviation | 1.70% |
Coefficient of determination | 69.20% |
Standard Deviation | 1.97% |
Sharpe Ratio | -2.47 |
Sortino | -9.95 |
Treynor | -1.65 |
Ulcer Index | 2.42 |
Ulcer Performance Index | -6.97 |