Columbia Conservative E Fund Manager Performance Evaluation
| CNTEX Fund | USD 20.11 0.05 0.25% |
The fund shows a Beta (market volatility) of 0.0887, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Columbia Conservative's returns are expected to increase less than the market. However, during the bear market, the loss of holding Columbia Conservative is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Columbia Conservative E has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Columbia Conservative is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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| Expense Ratio | 0.0400 |
Columbia |
Columbia Conservative Relative Risk vs. Return Landscape
If you would invest 2,013 in Columbia Conservative E on September 17, 2024 and sell it today you would lose (2.00) from holding Columbia Conservative E or give up 0.1% of portfolio value over 90 days. Columbia Conservative E is currently producing negative expected returns and takes up 0.1695% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Columbia, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Columbia Conservative Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Columbia Conservative's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Columbia Conservative E, and traders can use it to determine the average amount a Columbia Conservative's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0083
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CNTEX |
Estimated Market Risk
| 0.17 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Columbia Conservative is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Columbia Conservative by adding Columbia Conservative to a well-diversified portfolio.
About Columbia Conservative Performance
Evaluating Columbia Conservative's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Columbia Conservative has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Columbia Conservative has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Columbia Conservative is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Columbia Conservative performance evaluation
Checking the ongoing alerts about Columbia Conservative for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Columbia Conservative help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Columbia Conservative generated a negative expected return over the last 90 days |
- Analyzing Columbia Conservative's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Columbia Conservative's stock is overvalued or undervalued compared to its peers.
- Examining Columbia Conservative's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Columbia Conservative's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Columbia Conservative's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Columbia Conservative's mutual fund. These opinions can provide insight into Columbia Conservative's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Columbia Mutual Fund
Columbia Conservative 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 Conservative security.
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