Columbia Porate Competition

Mutual Funds . USA . 
Fund . Columbia Porate Income
CIFRX Fund  USD 9.10  0.00  0.00%   
Columbia Porate Income competes with Columbia Porate, Columbia Ultra, Columbia Treasury, Multi Manager, and Columbia Small; as well as few others. The fund is listed under Corporate Bond category and is part of Columbia family. Analyzing Columbia Porate competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Columbia Porate to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Columbia Porate competition on your existing holdings.
  
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Hype
Prediction
LowEstimatedHigh
8.799.109.41
Details
Intrinsic
Valuation
LowRealHigh
8.508.819.12
Details

Columbia Porate Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Columbia Porate and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Columbia and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Columbia Porate Income does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
CUTYX
+ 1.0
CUTRX
CDDRX
+ 1.0
CDDYX
CDIRX
+ 1.0
CDDYX
CDIRX
+ 1.0
CDDRX
CDEYX
+ 0.99
CDDYX
CDEYX
+ 0.99
CDDRX
  
High negative correlations   
CUTRX
- 0.69
CUSBX
CUTYX
- 0.68
CUSBX
CUSBX
- 0.43
SRINX
CUURX
- 0.19
CUTRX
CUTYX
- 0.18
CUURX
CDAZX
- 0.13
CUTRX

Risk-Adjusted Indicators

There is a big difference between Columbia Mutual Fund performing well and Columbia Porate Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Columbia Porate's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
SRINX  0.24 (0.06) 0.00 (0.83) 0.00 
 0.00 
 0.44 
(0.65)
 1.65 
CUSBX  0.03  0.00  0.00  1.17  0.00 
 0.00 
 0.11 
 0.00 
 0.54 
CUTRX  0.23 (0.07) 0.00 (1.87) 0.00 
 0.00 
 0.30 
(0.61)
 1.43 
CDAZX  0.73 (0.06) 0.00 (0.05) 0.00 
 0.00 
 1.41 
(1.58)
 12.80 
CUURX  0.85  0.02  0.00  0.07  1.10 
(0.94)
 2.02 
(1.42)
 9.29 
CUTYX  0.23 (0.07) 0.00 (1.23) 0.00 
 0.00 
 0.40 
(0.61)
 1.42 
CDDYX  0.51 (0.07) 0.00 (0.44) 0.00 
 0.00 
 0.91 
(0.85)
 6.96 
CDDRX  0.51 (0.07) 0.00 (0.44) 0.00 
 0.00 
 0.91 
(0.83)
 6.95 
CDEYX  0.61 (0.11) 0.00 (0.65) 0.00 
 0.00 
 1.00 
(0.78)
 10.34 
CDIRX  0.51 (0.07) 0.00 (0.45) 0.00 
 0.00 
 0.91 
(0.84)
 6.91 
All Fundamental Data

Columbia Porate Competitive Analysis

The better you understand Columbia Porate competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Columbia Porate's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Columbia Porate's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
CIFRX SRINX CUSBX CUTRX CDAZX CUURX CUTYX CDDYX CDDRX CDEYX
 0.00 
 9.10 
Columbia
 0.22 
 9.02 
Columbia
 0.00 
 9.26 
Columbia
 0.31 
 9.71 
Columbia
 0.80 
 7.40 
Multi
 1.12 
 53.71 
Columbia
 0.20 
 9.79 
Columbia
 0.58 
 34.02 
Columbia
 0.59 
 33.96 
Columbia
 0.60 
 16.61 
Columbia
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Not too volatile
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Very Weak
Very Weak
OK
Very Weak
Very Weak
Weak
Very Weak
Very Weak
Very Weak
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Over Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Not Rated
Sell
Cautious Hold
Strong Sell
Hold
Cautious Hold
Sell
Cautious Hold
Cautious Hold
Cautious Hold
Net Asset
1.44 B
1.44 B
1.3 B
922.81 M
289.32 M
693.95 M
922.81 M
12.29 B
12.29 B
2.16 B
Minimum Initial Investment
N/A
N/A
N/A
N/A
100
N/A
N/A
1000 K
N/A
1000 K
Price To Book
487.8
512.82
N/A
N/A
N/A
1.17
N/A
2.55
2.82
1.92
Five Year Return
1.37
1.11
2.92
-0.94
7.54
11.27
-0.94
10.72
10.67
9.82
One Year Return
8.41
3.01
6.06
-0.28
20.53
7.56
-0.25
16.1
16.04
16.47
Last Dividend Paid
0.02
0.02
N/A
0.01
N/A
0.08
0.01
0.11
0.11
0.06
Price To Earning
N/A
N/A
N/A
N/A
N/A
17.73
N/A
16.98
17.13
17.25
Price To Sales
N/A
N/A
N/A
N/A
N/A
0.73
N/A
1.8
2.04
1.45
Cash Position Weight
3.85
3.85
2.94
0.31
37.25
2.16
0.25
1.85
2.87
1.11
Equity Positions Weight
N/A
N/A
N/A
N/A
62.34
97.84
N/A
98.15
97.13
97.46
Three Year Return
-1.24
-1.47
4.27
-3.11
8.36
6.64
-3.09
7.02
6.98
6.93
Annual Yield
0.0436
0.0434
0.0017
0.0114
0.0109
0.0056
0.0014
0.0168
0.0165
0.0155
Year To Date Return
3.1
2.77
6.0
0.19
20.35
9.0
0.21
16.17
16.11
16.62
Bond Positions Weight
9.36
9.36
12.73
99.69
N/A
N/A
N/A
N/A
N/A
N/A
Ten Year Return
5.6
5.59
1.21
3.35
N/A
6.33
3.36
11.96
11.92
9.59
Daily Balance Of Power
0.0
(9,223,372,036,855)
0.0
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
Day Typical Price
9.1
9.02
9.26
9.71
7.4
53.71
9.79
34.02
33.96
16.61
Period Momentum Indicator
N/A
(0.02)
N/A
(0.03)
(0.06)
(0.61)
(0.02)
(0.20)
(0.20)
(0.10)
Rate Of Daily Change
1.0
1.0
1.0
1.0
0.99
0.99
1.0
0.99
0.99
0.99
Day Median Price
9.1
9.02
9.26
9.71
7.4
53.71
9.79
34.02
33.96
16.61
Price Action Indicator
N/A
(0.01)
N/A
(0.01)
(0.03)
(0.30)
(0.01)
(0.10)
(0.10)
(0.05)
Coefficient Of Variation
(1,438)
(745.64)
642.44
(510.72)
(5,042)
3495.97
(534.55)
(1,505)
(1,496)
(1,271)
Mean Deviation
0.21
0.2411
0.0311
0.229
0.7285
0.849
0.2333
0.5115
0.5116
0.6065
Jensen Alpha
(0.03)
(0.06)
0.0015
(0.07)
(0.06)
0.0173
(0.07)
(0.07)
(0.07)
(0.11)
Total Risk Alpha
(0.04)
(0.06)
(0.0005)
(0.08)
(0.08)
(0.01)
(0.08)
(0.09)
(0.09)
(0.14)
Sortino Ratio
N/A
N/A
N/A
N/A
N/A
0.0028
N/A
N/A
N/A
N/A
Downside Variance
N/A
N/A
N/A
N/A
N/A
1.33
N/A
N/A
N/A
N/A
Standard Deviation
0.2799
0.3292
0.074
0.3023
1.47
1.24
0.3059
0.8463
0.8433
1.19
Kurtosis
0.942
1.25
20.73
0.6687
33.17
4.73
0.6363
13.48
13.44
27.48
Potential Upside
0.3272
0.4405
0.108
0.3046
1.41
2.02
0.4032
0.9086
0.9104
1.0
Treynor Ratio
0.5366
(0.83)
1.17
(1.87)
(0.05)
0.0697
(1.23)
(0.44)
(0.44)
(0.65)
Maximum Drawdown
1.53
1.65
0.5417
1.43
12.8
9.29
1.42
6.96
6.95
10.34
Variance
0.0784
0.1083
0.0055
0.0914
2.17
1.53
0.0936
0.7162
0.7112
1.41
Market Risk Adjusted Performance
0.5466
(0.82)
1.18
(1.86)
(0.04)
0.0797
(1.22)
(0.43)
(0.43)
(0.64)
Risk Adjusted Performance
(0.07)
(0.12)
0.0264
(0.17)
(0.01)
0.0264
(0.17)
(0.05)
(0.05)
(0.06)
Skewness
(0.34)
0.3334
4.07
(0.09)
(4.80)
0.4753
(0.19)
(2.31)
(2.29)
(4.20)
Semi Deviation
N/A
N/A
N/A
N/A
N/A
1.1
N/A
N/A
N/A
N/A
Information Ratio
(0.18)
(0.23)
(0.28)
(0.30)
(0.04)
0.0026
(0.29)
(0.10)
(0.10)
(0.11)
Value At Risk
(0.44)
(0.65)
N/A
(0.61)
(1.58)
(1.42)
(0.61)
(0.85)
(0.83)
(0.78)
Expected Short fall
N/A
N/A
N/A
N/A
N/A
(0.94)
N/A
N/A
N/A
N/A
Downside Deviation
N/A
N/A
N/A
N/A
N/A
1.15
N/A
N/A
N/A
N/A
Semi Variance
N/A
N/A
N/A
N/A
N/A
1.22
N/A
N/A
N/A
N/A

Columbia Porate Competition Performance Charts

Five steps to successful analysis of Columbia Porate Competition

Columbia Porate's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Columbia Porate Income in relation to its competition. Columbia Porate's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Columbia Porate in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Columbia Porate's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Columbia Porate Income, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Columbia Porate position

In addition to having Columbia Porate in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

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Military Industrial
Military Industrial Theme
A collection of large United States defense contractors including companies involved in production or distribution of aircraft, ships, vehicles, weaponry, and electronic systems in cooperation with the government. The Military Industrial theme has 46 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Military Industrial Theme or any other thematic opportunities.
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Other Information on Investing in Columbia Mutual Fund

Columbia Porate financial ratios help investors to determine whether Columbia Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Columbia with respect to the benefits of owning Columbia Porate security.
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