COTZX
Columbia Thermostat-Inst
$15.88
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Tactical |
|---|---|
| Market Cap | 1270.179M |
| 52 Week High | 15.88 |
| 52 Week Low | 13.69 |
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Key Data
| Symbol | COTZX |
|---|---|
| Type | Mutual Fund |
| Category | Tactical |
| Price | 15.88 |
| Price Yesterday | 15.88 |
| Market Cap | 1,270.18 |
| YTD Return | 4.21% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0061 |
Overview
| 52 Week High | 15.88 |
|---|---|
| 52 Week Low | 13.69 |
| Market Cap | 1,270.18M |
| Shares Outstanding | 79.99M |
| Income Dividend Yield | 2.88% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.88% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 108.77% |
| One Months | 36.06% |
| Three Months | 21.17% |
| Six Months | 10.52% |
| Nine Months | 18.86% |
| One Year | 10.83% |
| Three Years | 0.41% |
| Five Years | 7.92% |
| Ten Years | 6.16% |
| YTD | 8.34% |
| Since Inception | 7.25% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.47% |
| One Month | 2.47% |
| Three Months | 4.83% |
| Six Months | 5.04% |
| Nine Months | 13.66% |
| One Year | 10.82% |
| Three Years | 1.22% |
| Five Years | 46.25% |
| Ten Years | 81.44% |
| YTD | 4.21% |
| Since Inception | 357.24% |
Yearly Returns
| 2024 | 4.21% |
|---|---|
| 2023 | 11.66% |
| 2022 | -12.93% |
| 2021 | 6.42% |
| 2020 | 29.63% |
| 2019 | 15.14% |
| 2018 | 0.12% |
| 2017 | 5.52% |
| 2016 | 4.72% |
| 2015 | 0.33% |
Risk against SP-DA
| Alpha | -6.53% |
|---|---|
| Beta | 0.51 |
| Correlation | 83.25% |
| Downside Deviation | 1.83% |
| Coefficient of determination | 69.31% |
| Standard Deviation | 1.98% |
| Sharpe Ratio | -2.6 |
| Sortino | -9.77 |
| Treynor | 10.62 |
| Ulcer Index | 2.48 |
| Ulcer Performance Index | -7.22 |