HTDIX vs. COTZX
Compare and contrast key facts about Tactical Dividend and Momentum Fund (HTDIX) and Columbia Thermostat Fund (COTZX).
HTDIX is managed by Hanlon. It was launched on Sep 8, 2015. COTZX is managed by Columbia. It was launched on Sep 24, 2002.
Performance
HTDIX vs. COTZX - Performance Comparison
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HTDIX vs. COTZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HTDIX Tactical Dividend and Momentum Fund | -3.34% | 12.92% | 18.32% | 12.48% | -15.78% | 17.64% | 4.37% | 14.00% | -5.63% | 14.81% |
COTZX Columbia Thermostat Fund | -2.76% | 15.02% | 7.98% | 11.66% | -12.92% | 6.44% | 29.61% | 15.15% | -1.17% | 3.33% |
Returns By Period
In the year-to-date period, HTDIX achieves a -3.34% return, which is significantly lower than COTZX's -2.76% return. Over the past 10 years, HTDIX has underperformed COTZX with an annualized return of 6.08%, while COTZX has yielded a comparatively higher 6.95% annualized return.
HTDIX
- 1D
- -0.21%
- 1M
- -4.37%
- YTD
- -3.34%
- 6M
- -2.82%
- 1Y
- 13.07%
- 3Y*
- 13.10%
- 5Y*
- 6.38%
- 10Y*
- 6.08%
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%
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HTDIX vs. COTZX - Expense Ratio Comparison
HTDIX has a 1.40% expense ratio, which is higher than COTZX's 0.24% expense ratio.
Return for Risk
HTDIX vs. COTZX — Risk / Return Rank
HTDIX
COTZX
HTDIX vs. COTZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Tactical Dividend and Momentum Fund (HTDIX) and Columbia Thermostat Fund (COTZX). 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.
| HTDIX | COTZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 1.37 | -0.55 |
Sortino ratioReturn per unit of downside risk | 1.26 | 2.20 | -0.94 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.34 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 2.06 | -1.08 |
Martin ratioReturn relative to average drawdown | 4.94 | 10.72 | -5.79 |
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
| HTDIX | COTZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 1.37 | -0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.57 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.95 | -0.45 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.62 | -0.17 |
Correlation
The correlation between HTDIX and COTZX is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
HTDIX vs. COTZX - Dividend Comparison
HTDIX has not paid dividends to shareholders, while COTZX's dividend yield for the trailing twelve months is around 3.46%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTDIX Tactical Dividend and Momentum Fund | 0.00% | 0.00% | 0.00% | 1.92% | 0.00% | 14.07% | 0.00% | 0.69% | 0.36% | 0.65% | 1.29% | 0.34% |
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% |
Drawdowns
HTDIX vs. COTZX - Drawdown Comparison
The maximum HTDIX drawdown since its inception was -18.08%, smaller than the maximum COTZX drawdown of -47.48%. Use the drawdown chart below to compare losses from any high point for HTDIX and COTZX.
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Drawdown Indicators
| HTDIX | COTZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.08% | -47.48% | +29.40% |
Max Drawdown (1Y)Largest decline over 1 year | -11.86% | -5.40% | -6.46% |
Max Drawdown (5Y)Largest decline over 5 years | -18.08% | -17.80% | -0.28% |
Max Drawdown (10Y)Largest decline over 10 years | -18.08% | -17.80% | -0.28% |
Current DrawdownCurrent decline from peak | -5.25% | -3.79% | -1.46% |
Average DrawdownAverage peak-to-trough decline | -5.48% | -3.49% | -1.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.36% | 1.04% | +1.32% |
Volatility
HTDIX vs. COTZX - Volatility Comparison
Tactical Dividend and Momentum Fund (HTDIX) and Columbia Thermostat Fund (COTZX) have volatilities of 2.16% and 2.15%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HTDIX | COTZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.16% | 2.15% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 8.11% | 3.41% | +4.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.80% | 8.52% | +8.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.49% | 7.28% | +4.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.14% | 7.35% | +4.79% |