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Columbia Thermostat Inst2 (CQTRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.72+0.01 (+0.06%)
At close: 05:17PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.75%
5-year average return7.84%
Number of years up10
Number of years down1
Best 1-yr total return (6 June 2024)29.59%
Worst 1-yr total return (6 June 2024)N/A
Best 3-yr total return29.59%
Worst 3-yr total return1.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCQTRXCategory
YTD1.04%9.69%
1-month3.72%0.97%
3-month1.83%5.21%
1-year8.03%27.45%
3-year-0.24%8.85%
5-year8.12%8.56%
10-year5.91%5.61%
Last bull market11.06%10.63%
Last bear market-6.82%-12.05%

Annual total return (%) history

Year
CQTRXCategory
2024
N/AN/A
2023
11.67%N/A
2022
-12.88%N/A
2021
6.53%N/A
2020
29.59%9.83%
2019
15.25%14.61%
2018
0.16%-7.70%
2017
5.51%12.63%
2016
4.77%5.99%
2015
0.33%-5.93%
2014
5.62%2.41%
2013
9.35%8.62%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.26%N/AN/AN/A
20234.36%1.93%-3.31%8.57%
2022-5.88%-6.82%-4.51%4.03%
20212.26%3.79%-0.21%0.59%
20201.67%13.33%4.86%7.25%
20196.04%3.42%1.94%3.09%
2018-0.21%0.78%0.97%-1.37%
20171.52%1.65%1.50%0.73%
20161.90%1.80%1.73%-0.72%
20151.49%-0.26%-2.19%1.34%
20142.00%2.08%-0.33%1.78%
20134.16%0.06%2.91%1.96%

Rank in category (by total return)

YTD89
1-month36
3-month58
1-year79
3-year66
5-year23

Load adjusted returns

1-year8.03%
3-year-0.24%
5-year8.12%
10-year5.91%