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Columbia Thermostat Fund Class I3: (MF: CYYYX)
(NASDAQ Mutual Funds) As of Aug 22, 2025 08:00 PM ET
$17.81 USD
+0.16 (0.91%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.80 | 17 |
| 3 months | 7.53 | 45 |
| 6 months | 8.32 | 3 |
| 1 Year | 12.56 | 18 |
| 3 Year | 8.17 | 58 |
| 5 Year | 6.02 | 65 |
| 10 Year | 7.25 | 37 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 14.14 |
| 5 Year | 6.54 |
| 10 Year | 7.20 |
| Since Inception | 7.09 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.49 | 8.32 | NA | NA |
| 2024 | 0.26 | 2.74 | 6.13 | -1.21 |
| 2023 | 4.37 | 1.93 | -3.25 | 8.55 |
| 2022 | -5.83 | -6.83 | -4.45 | 4.00 |
| 2021 | 2.26 | 3.79 | -0.21 | 0.56 |
| 2020 | 1.67 | 13.33 | 4.93 | 7.24 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.80 | 8.00 | 11.73 | -12.81 | 6.51 | 29.67 | 15.21 | 0.25 | 5.65 | 4.75 | 0.31 |
| % Total Return Rel to Index | 1.22 | -17.01 | -14.51 | 5.39 | -22.16 | 11.27 | -16.27 | 4.64 | -16.14 | -7.18 | -1.07 |
| % Total Return Rel to Peer | 2.60 | -1.91 | -1.42 | 0.15 | -4.98 | 18.98 | -1.98 | 6.74 | -7.81 | -1.52 | 2.67 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 5.00 | 1.00 | 4.00 | 1.00 | 5.00 | 4.00 | 1.00 |
| % Dividends | 0.08 | 0.58 | 0.43 | 0.34 | 0.32 | 0.32 | 0.30 | 0.32 | 0.54 | 0.12 | 0.33 |
| % Yield | 0.45 | 3.51 | 3.77 | 2.30 | 1.65 | 1.67 | 1.93 | 2.19 | 3.62 | 0.79 | 2.21 |
| Capital Gains ($) | 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 | 0.16 | 0.16 | 0.16 | 0.17 | 0.17 | 0.16 | 0.16 | 0.18 | 0.19 | 0.19 |
* 1 = Top 20%, 5 = Bottom 20%