Colombo Investment (Sri Lanka) Performance
| CITN0000 | LKR 107.25 1.25 1.18% |
On a scale of 0 to 100, Colombo Investment holds a performance score of 10. The firm shows a Beta (market volatility) of -0.67, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Colombo Investment are expected to decrease at a much lower rate. During the bear market, Colombo Investment is likely to outperform the market. Please check Colombo Investment's jensen alpha, sortino ratio, and the relationship between the standard deviation and total risk alpha , to make a quick decision on whether Colombo Investment's price patterns will revert.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Colombo Investment Trust are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. Despite somewhat weak basic indicators, Colombo Investment sustained solid returns over the last few months and may actually be approaching a breakup point. ...more
Colombo |
Colombo Investment Relative Risk vs. Return Landscape
If you would invest 9,050 in Colombo Investment Trust on September 15, 2024 and sell it today you would earn a total of 1,675 from holding Colombo Investment Trust or generate 18.51% return on investment over 90 days. Colombo Investment Trust is generating 0.5841% of daily returns and assumes 4.2933% volatility on return distribution over the 90 days horizon. Simply put, 38% of stocks are less volatile than Colombo, and 89% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Colombo Investment Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Colombo Investment's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Colombo Investment Trust, and traders can use it to determine the average amount a Colombo Investment'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 = 0.1361
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | CITN0000 | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 4.29 actual daily | 38 62% of assets are more volatile |
Expected Return
| 0.58 actual daily | 11 89% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average Colombo Investment is performing at about 10% 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 Colombo Investment by adding it to a well-diversified portfolio.
About Colombo Investment Performance
By analyzing Colombo Investment's fundamental ratios, stakeholders can gain valuable insights into Colombo Investment's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Colombo Investment 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 Colombo Investment has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about Colombo Investment Trust performance evaluation
Checking the ongoing alerts about Colombo Investment for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Colombo Investment Trust help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Colombo Investment appears to be risky and price may revert if volatility continues |
- Analyzing Colombo Investment'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 Colombo Investment's stock is overvalued or undervalued compared to its peers.
- Examining Colombo Investment'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 Colombo Investment's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Colombo Investment's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Colombo Investment's stock. These opinions can provide insight into Colombo Investment's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Colombo Stock analysis
When running Colombo Investment's price analysis, check to measure Colombo Investment's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Colombo Investment is operating at the current time. Most of Colombo Investment's value examination focuses on studying past and present price action to predict the probability of Colombo Investment's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Colombo Investment's price. Additionally, you may evaluate how the addition of Colombo Investment to your portfolios can decrease your overall portfolio volatility.
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope | |
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk |