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Columbia Thermostat Fund Class I: (MF: COTZX)

(NASDAQ Mutual Funds) As of Feb 13, 2026 05:13 PM ET

$17.85 USD

+0.03 (0.17%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 0.28 95
3 months 0.70 95
6 months 5.15 90
1 Year 13.84 53
3 Year 10.07 63
5 Year 5.28 71
10 Year 7.99 51

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 77.23
Bear Market (10/07 - 2/09) -42.44
Bull Market (2/09 - 3/21) 445.02

Load Adjusted Returns as of Jan 31, 2026

1 Year 15.01
5 Year 5.14
10 Year 7.81
Since Inception 7.64

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.43 8.26 4.23 1.47
2024 0.19 2.76 6.11 -1.18
2023 4.40 1.87 -3.27 8.53
2022 -5.87 -6.82 -4.55 4.01
2021 2.16 3.81 -0.26 0.59

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.2815.017.9611.66-12.926.4129.6115.110.155.534.71
% Total Return Rel to Index 0.00-3.20-17.05-14.585.28-22.2611.21-16.374.55-16.26-7.22
% Total Return Rel to Peer 0.000.50-1.94-1.490.04-5.0918.92-2.086.65-7.92-1.56
% Perf Quintile vs Peer* 0.000.000.004.002.005.001.004.001.005.004.00
% Dividends 0.000.590.560.410.320.300.310.290.300.530.11
% Yield NA3.213.393.722.191.561.581.822.083.510.73
Capital Gains ($) 0.000.000.000.000.132.160.930.530.490.220.27
Expense Ratio 0.000.240.250.240.250.250.250.250.250.250.25

* 1 = Top 20%, 5 = Bottom 20%