Columbia Pacificasia Fund Manager Performance Evaluation
| CASCX Fund | USD 9.77 0.02 0.21% |
The fund shows a Beta (market volatility) of 0.83, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Columbia Pacificasia's returns are expected to increase less than the market. However, during the bear market, the loss of holding Columbia Pacificasia is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Columbia Pacificasia Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's fundamental indicators remain fairly strong which may send shares a bit higher in January 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio Date | 1st of August 2018 | |
| Expense Ratio | 2.2800 |
Columbia |
Columbia Pacificasia Relative Risk vs. Return Landscape
If you would invest 1,138 in Columbia Pacificasia Fund on September 23, 2024 and sell it today you would lose (161.00) from holding Columbia Pacificasia Fund or give up 14.15% of portfolio value over 90 days. Columbia Pacificasia Fund is currently producing negative expected returns and takes up 1.828% volatility of returns over 90 trading days. Put another way, 16% 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 Pacificasia Current Valuation
Undervalued
Today
Please note that Columbia Pacificasia's price fluctuation is not too volatile at this time. At this time, the entity appears to be undervalued. Columbia Pacificasia shows a prevailing Real Value of $9.99 per share. The current price of the fund is $9.77. We determine the value of Columbia Pacificasia from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Columbia Pacificasia is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Columbia Mutual Fund. However, Columbia Pacificasia's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 9.77 | Real 9.99 | Hype 9.77 | Naive 8.89 |
The intrinsic value of Columbia Pacificasia's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Columbia Pacificasia's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Columbia Pacificasia Fund helps investors to forecast how Columbia mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Columbia Pacificasia more accurately as focusing exclusively on Columbia Pacificasia's fundamentals will not take into account other important factors: Columbia Pacificasia Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Columbia Pacificasia's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Columbia Pacificasia Fund, and traders can use it to determine the average amount a Columbia Pacificasia'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 = -0.1185
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| Negative Returns | CASCX |
Estimated Market Risk
| 1.83 actual daily | 16 84% of assets are more volatile |
Expected Return
| -0.22 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Columbia Pacificasia 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 Pacificasia by adding Columbia Pacificasia to a well-diversified portfolio.
Columbia Pacificasia Fundamentals Growth
Columbia Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Columbia Pacificasia, and Columbia Pacificasia fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Columbia Mutual Fund performance.
| Price To Earning | 14.75 X | ||||
| Price To Book | 1.65 X | ||||
| Price To Sales | 1.30 X | ||||
| Total Asset | 1.22 M | ||||
About Columbia Pacificasia Performance
Evaluating Columbia Pacificasia's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Columbia Pacificasia 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 Pacificasia 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.
The fund seeks to achieve its investment objective by investing in a portfolio composed of two components a Managed Futures Component consisting of global financial and commodity futures, currency forwards and other derivative contracts on or related to sectors or assets classes including currencies, interest rate instruments, stock indices, metals, energy and agricultural commodities, and a 6040 Component consisting of a portfolio investing in U.S. equity and U.S. fixed income markets through financial futures and U.S. bond ETFs. The fund is non-diversified.Things to note about Columbia Pacificasia performance evaluation
Checking the ongoing alerts about Columbia Pacificasia for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Columbia Pacificasia help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Columbia Pacificasia generated a negative expected return over the last 90 days | |
| The fund holds 99.93% of its assets under management (AUM) in equities |
- Analyzing Columbia Pacificasia'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 Pacificasia's stock is overvalued or undervalued compared to its peers.
- Examining Columbia Pacificasia'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 Pacificasia's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Columbia Pacificasia's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Columbia Pacificasia's mutual fund. These opinions can provide insight into Columbia Pacificasia's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Columbia Mutual Fund
Columbia Pacificasia 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 Pacificasia security.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings |