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Columbia Thermostat Adv (CTORX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.58-0.02 (-0.13%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.04%
5-year average return8.01%
Number of years up10
Number of years down1
Best 1-yr total return (27 May 2024)29.58%
Worst 1-yr total return (27 May 2024)N/A
Best 3-yr total return29.58%
Worst 3-yr total return1.16%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCTORXCategory
YTD-2.66%9.69%
1-month-2.85%0.97%
3-month-2.72%5.21%
1-year3.56%27.45%
3-year-1.37%8.85%
5-year7.11%8.56%
10-year5.58%5.61%
Last bull market11.04%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)

YTD96
1-month39
3-month98
1-year81
3-year75
5-year22

Load adjusted returns

1-year3.56%
3-year-1.37%
5-year7.11%
10-year5.58%