Columbia Dividend Opportunity Fund Manager Performance Evaluation

CDORX Fund  USD 42.84  0.00  0.00%   
The fund shows a Beta (market volatility) of -0.0605, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Columbia Dividend are expected to decrease at a much lower rate. During the bear market, Columbia Dividend is likely to outperform the market.

Risk-Adjusted Performance

16 of 100

 
Weak
 
Strong
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Columbia Dividend Opportunity are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Columbia Dividend may actually be approaching a critical reversion point that can send shares even higher in January 2025.
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Expense Ratio0.8200
  

Columbia Dividend Relative Risk vs. Return Landscape

If you would invest  4,013  in Columbia Dividend Opportunity on September 10, 2024 and sell it today you would earn a total of  271.00  from holding Columbia Dividend Opportunity or generate 6.75% return on investment over 90 days. Columbia Dividend Opportunity is currently producing 0.1184% returns and takes up 0.5715% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Columbia, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Columbia Dividend is expected to generate 1.23 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.27 times less risky than the market. It trades about 0.21 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.2 of returns per unit of risk over similar time horizon.

Columbia Dividend Current Valuation

Overvalued
Today
42.84
Please note that Columbia Dividend's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Columbia Dividend shows a prevailing Real Value of $40.32 per share. The current price of the fund is $42.84. We determine the value of Columbia Dividend 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 Dividend is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Columbia Mutual Fund. However, Columbia Dividend'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  42.84 Real  40.32 Hype  38.84 Naive  42.9
The intrinsic value of Columbia Dividend'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 Dividend'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.
40.32
Real Value
47.12
Upside
Estimating the potential upside or downside of Columbia Dividend Opportunity 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 Dividend more accurately as focusing exclusively on Columbia Dividend's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
41.6842.3443.00
Details
Hype
Prediction
LowEstimatedHigh
38.2738.8447.12
Details
Naive
Forecast
LowNext ValueHigh
42.3242.9043.47
Details

Columbia Dividend Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Columbia Dividend's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Columbia Dividend Opportunity, and traders can use it to determine the average amount a Columbia Dividend'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 = 0.2071

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Estimated Market Risk

 0.57
  actual daily
5
95% of assets are more volatile

Expected Return

 0.12
  actual daily
2
98% of assets have higher returns

Risk-Adjusted Return

 0.21
  actual daily
16
84% of assets perform better
Based on monthly moving average Columbia Dividend is performing at about 16% of its full potential. 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 Dividend by adding it to a well-diversified portfolio.

Columbia Dividend Fundamentals Growth

Columbia Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Columbia Dividend, and Columbia Dividend 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.

About Columbia Dividend Performance

Evaluating Columbia Dividend's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Columbia Dividend 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 Dividend 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 funds assets primarily are invested in equity securities. Under normal market conditions, it will invest at least 80 percent of its net assets in dividend-paying common and preferred stocks. The fund may invest in companies that have market capitalizations of any size. It may invest up to 25 percent of its net assets in foreign investments.

Things to note about Columbia Dividend performance evaluation

Checking the ongoing alerts about Columbia Dividend for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Columbia Dividend help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Columbia Dividend is not yet fully synchronised with the market data
Latest headline from news.google.com: Artisan Floating Rate Fund Q3 2024 Commentary - Seeking Alpha
The fund holds 96.16% of its assets under management (AUM) in equities
Evaluating Columbia Dividend's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Columbia Dividend's mutual fund performance include:
  • Analyzing Columbia Dividend'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 Dividend's stock is overvalued or undervalued compared to its peers.
  • Examining Columbia Dividend'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 Dividend's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Columbia Dividend's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Columbia Dividend's mutual fund. These opinions can provide insight into Columbia Dividend's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Columbia Dividend's mutual fund performance is not an exact science, and many factors can impact Columbia Dividend's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Columbia Mutual Fund

Columbia Dividend 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 Dividend security.
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