COTZX vs. CTCAX
Compare and contrast key facts about Columbia Thermostat Fund (COTZX) and Columbia Global Technology Growth Fund Class A (CTCAX).
COTZX is managed by Columbia. It was launched on Sep 24, 2002. CTCAX is managed by Columbia. It was launched on Nov 9, 2000.
Performance
COTZX vs. CTCAX - Performance Comparison
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COTZX vs. CTCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
COTZX Columbia Thermostat Fund | -2.76% | 15.02% | 7.98% | 11.66% | -12.92% | 6.44% | 29.61% | 15.15% | -1.17% | 3.33% |
CTCAX Columbia Global Technology Growth Fund Class A | -10.22% | 24.78% | 31.39% | 56.46% | -34.81% | 22.73% | 49.46% | 43.91% | -1.48% | 42.99% |
Returns By Period
In the year-to-date period, COTZX achieves a -2.76% return, which is significantly higher than CTCAX's -10.22% return. Over the past 10 years, COTZX has underperformed CTCAX with an annualized return of 6.95%, while CTCAX has yielded a comparatively higher 20.26% annualized return.
COTZX
- 1D
- 0.23%
- 1M
- -3.79%
- YTD
- -2.76%
- 6M
- -1.32%
- 1Y
- 11.36%
- 3Y*
- 8.91%
- 5Y*
- 4.12%
- 10Y*
- 6.95%
CTCAX
- 1D
- -1.69%
- 1M
- -9.75%
- YTD
- -10.22%
- 6M
- -8.54%
- 1Y
- 27.76%
- 3Y*
- 23.83%
- 5Y*
- 12.52%
- 10Y*
- 20.26%
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COTZX vs. CTCAX - Expense Ratio Comparison
COTZX has a 0.24% expense ratio, which is lower than CTCAX's 1.18% expense ratio.
Return for Risk
COTZX vs. CTCAX — Risk / Return Rank
COTZX
CTCAX
COTZX vs. CTCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Thermostat Fund (COTZX) and Columbia Global Technology Growth Fund Class A (CTCAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| COTZX | CTCAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.37 | 1.02 | +0.35 |
Sortino ratioReturn per unit of downside risk | 2.20 | 1.57 | +0.63 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.22 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 2.06 | 1.67 | +0.40 |
Martin ratioReturn relative to average drawdown | 10.72 | 5.92 | +4.80 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| COTZX | CTCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.37 | 1.02 | +0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.49 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.95 | 0.82 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.70 | -0.08 |
Correlation
The correlation between COTZX and CTCAX is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
COTZX vs. CTCAX - Dividend Comparison
COTZX's dividend yield for the trailing twelve months is around 3.46%, less than CTCAX's 3.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COTZX Columbia Thermostat Fund | 3.46% | 3.37% | 3.55% | 2.74% | 3.28% | 14.82% | 6.92% | 5.57% | 4.45% | 3.13% | 2.66% | 4.26% |
CTCAX Columbia Global Technology Growth Fund Class A | 3.66% | 3.29% | 1.08% | 2.36% | 3.53% | 4.15% | 0.91% | 2.55% | 5.82% | 3.52% | 0.36% | 1.80% |
Drawdowns
COTZX vs. CTCAX - Drawdown Comparison
The maximum COTZX drawdown since its inception was -47.48%, smaller than the maximum CTCAX drawdown of -61.04%. Use the drawdown chart below to compare losses from any high point for COTZX and CTCAX.
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Drawdown Indicators
| COTZX | CTCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.48% | -61.04% | +13.56% |
Max Drawdown (1Y)Largest decline over 1 year | -5.40% | -14.43% | +9.03% |
Max Drawdown (5Y)Largest decline over 5 years | -17.80% | -39.55% | +21.75% |
Max Drawdown (10Y)Largest decline over 10 years | -17.80% | -39.55% | +21.75% |
Current DrawdownCurrent decline from peak | -3.79% | -14.43% | +10.64% |
Average DrawdownAverage peak-to-trough decline | -3.49% | -10.75% | +7.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.04% | 4.07% | -3.03% |
Volatility
COTZX vs. CTCAX - Volatility Comparison
The current volatility for Columbia Thermostat Fund (COTZX) is 2.15%, while Columbia Global Technology Growth Fund Class A (CTCAX) has a volatility of 7.45%. This indicates that COTZX experiences smaller price fluctuations and is considered to be less risky than CTCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| COTZX | CTCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.15% | 7.45% | -5.30% |
Volatility (6M)Calculated over the trailing 6-month period | 3.41% | 16.24% | -12.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.52% | 27.00% | -18.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.28% | 25.81% | -18.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.35% | 24.66% | -17.31% |