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Columbia Acorn Trust, Thermostat Fund Class A: (MF: CTFAX)
(NASDAQ Mutual Funds) As of Aug 1, 2025 08:00 PM ET
$17.73 USD
-0.02 (-0.11%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.62 | 23 |
| 3 months | 8.22 | 35 |
| 6 months | 8.62 | 23 |
| 1 Year | 13.73 | 20 |
| 3 Year | 8.92 | 64 |
| 5 Year | 6.19 | 70 |
| 10 Year | 6.84 | 42 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -42.55 |
| Bull Market (2/09 - 3/21) | 393.02 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 7.55 |
| 5 Year | 5.00 |
| 10 Year | 6.25 |
| Since Inception | 7.04 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.36 | 8.22 | NA | NA |
| 2024 | 0.12 | 2.71 | 6.00 | -1.22 |
| 2023 | 4.31 | 1.84 | -3.34 | 8.47 |
| 2022 | -5.93 | -6.88 | -4.60 | 3.96 |
| 2021 | 2.13 | 3.70 | -0.26 | 0.49 |
| 2020 | 1.58 | 13.20 | 4.82 | 7.21 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.62 | 7.68 | 11.38 | -13.13 | 6.15 | 29.25 | 14.91 | -0.09 | 5.19 | 4.46 | 0.07 |
| % Total Return Rel to Index | 2.42 | -17.34 | -14.86 | 5.06 | -22.52 | 10.85 | -16.57 | 4.29 | -16.59 | -7.47 | -1.31 |
| % Total Return Rel to Peer | 1.98 | -2.23 | -1.77 | -0.17 | -5.34 | 18.56 | -2.28 | 6.39 | -8.26 | -1.81 | 2.42 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 5.00 | 1.00 | 4.00 | 1.00 | 5.00 | 4.00 | 1.00 |
| % Dividends | 0.08 | 0.52 | 0.38 | 0.28 | 0.26 | 0.27 | 0.25 | 0.27 | 0.50 | 0.07 | 0.28 |
| % Yield | 0.44 | 3.05 | 3.18 | 1.87 | 1.28 | 1.33 | 1.55 | 1.79 | 3.19 | 0.48 | 1.83 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.13 | 2.16 | 0.93 | 0.53 | 0.49 | 0.22 | 0.27 | 0.28 |
| Expense Ratio | 0.00 | 0.50 | 0.49 | 0.50 | 0.50 | 0.50 | 0.50 | 0.50 | 0.50 | 0.50 | 0.50 |
* 1 = Top 20%, 5 = Bottom 20%