COTZX vs. LBSAX
Compare and contrast key facts about Columbia Thermostat Fund (COTZX) and Columbia Dividend Income Fund Class A (LBSAX).
COTZX is managed by Columbia. It was launched on Sep 24, 2002. LBSAX is managed by Columbia. It was launched on Nov 25, 2002.
Performance
COTZX vs. LBSAX - Performance Comparison
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COTZX vs. LBSAX - 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% |
LBSAX Columbia Dividend Income Fund Class A | 1.55% | 15.58% | 14.73% | 10.26% | -5.19% | 25.97% | 7.48% | 27.84% | -4.62% | 19.96% |
Returns By Period
In the year-to-date period, COTZX achieves a -2.76% return, which is significantly lower than LBSAX's 1.55% return. Over the past 10 years, COTZX has underperformed LBSAX with an annualized return of 6.95%, while LBSAX has yielded a comparatively higher 11.69% 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%
LBSAX
- 1D
- 0.00%
- 1M
- -5.50%
- YTD
- 1.55%
- 6M
- 4.03%
- 1Y
- 14.47%
- 3Y*
- 14.17%
- 5Y*
- 10.26%
- 10Y*
- 11.69%
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COTZX vs. LBSAX - Expense Ratio Comparison
COTZX has a 0.24% expense ratio, which is lower than LBSAX's 0.90% expense ratio.
Return for Risk
COTZX vs. LBSAX — Risk / Return Rank
COTZX
LBSAX
COTZX vs. LBSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Thermostat Fund (COTZX) and Columbia Dividend Income Fund Class A (LBSAX). 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 | LBSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.37 | 1.17 | +0.20 |
Sortino ratioReturn per unit of downside risk | 2.20 | 1.66 | +0.54 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.26 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.06 | 1.43 | +0.63 |
Martin ratioReturn relative to average drawdown | 10.72 | 6.65 | +4.07 |
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 | LBSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.37 | 1.17 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.78 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.95 | 0.75 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.62 | +0.01 |
Correlation
The correlation between COTZX and LBSAX is 0.78, 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. LBSAX - Dividend Comparison
COTZX's dividend yield for the trailing twelve months is around 3.46%, less than LBSAX's 5.07% 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% |
LBSAX Columbia Dividend Income Fund Class A | 5.07% | 5.11% | 5.78% | 4.72% | 3.62% | 2.65% | 1.52% | 2.68% | 7.36% | 3.83% | 3.60% | 8.01% |
Drawdowns
COTZX vs. LBSAX - Drawdown Comparison
The maximum COTZX drawdown since its inception was -47.48%, roughly equal to the maximum LBSAX drawdown of -47.89%. Use the drawdown chart below to compare losses from any high point for COTZX and LBSAX.
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Drawdown Indicators
| COTZX | LBSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.48% | -47.89% | +0.41% |
Max Drawdown (1Y)Largest decline over 1 year | -5.40% | -10.19% | +4.79% |
Max Drawdown (5Y)Largest decline over 5 years | -17.80% | -17.16% | -0.64% |
Max Drawdown (10Y)Largest decline over 10 years | -17.80% | -32.82% | +15.02% |
Current DrawdownCurrent decline from peak | -3.79% | -5.50% | +1.71% |
Average DrawdownAverage peak-to-trough decline | -3.49% | -5.29% | +1.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.04% | 2.19% | -1.15% |
Volatility
COTZX vs. LBSAX - Volatility Comparison
The current volatility for Columbia Thermostat Fund (COTZX) is 2.15%, while Columbia Dividend Income Fund Class A (LBSAX) has a volatility of 2.92%. This indicates that COTZX experiences smaller price fluctuations and is considered to be less risky than LBSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| COTZX | LBSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.15% | 2.92% | -0.77% |
Volatility (6M)Calculated over the trailing 6-month period | 3.41% | 6.83% | -3.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.52% | 13.62% | -5.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.28% | 13.28% | -6.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.35% | 15.68% | -8.33% |