Columbia Moderate Growth Fund Manager Performance Evaluation
| CMATX Fund | USD 41.16 0.14 0.34% |
The fund shows a Beta (market volatility) of 0.45, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Columbia Moderate's returns are expected to increase less than the market. However, during the bear market, the loss of holding Columbia Moderate is expected to be smaller as well.
Risk-Adjusted Performance
10 of 100
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OK
Compared to the overall equity markets, risk-adjusted returns on investments in Columbia Moderate Growth are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Columbia Moderate is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.0400 |
Columbia |
Columbia Moderate Relative Risk vs. Return Landscape
If you would invest 3,960 in Columbia Moderate Growth on September 13, 2024 and sell it today you would earn a total of 156.00 from holding Columbia Moderate Growth or generate 3.94% return on investment over 90 days. Columbia Moderate Growth is currently producing 0.0624% returns and takes up 0.4575% volatility of returns over 90 trading days. Put another way, 4% 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 Moderate Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Columbia Moderate's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Columbia Moderate Growth, and traders can use it to determine the average amount a Columbia Moderate'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 = 0.1363
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| Cash | CMATX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.46 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average Columbia Moderate 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 Columbia Moderate by adding it to a well-diversified portfolio.
About Columbia Moderate Performance
Evaluating Columbia Moderate's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Columbia Moderate 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 Moderate 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 Moderate is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Columbia Moderate Growth performance evaluation
Checking the ongoing alerts about Columbia Moderate for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Columbia Moderate Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Columbia Moderate's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Columbia Moderate's mutual fund performance include:- Analyzing Columbia Moderate'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 Moderate's stock is overvalued or undervalued compared to its peers.
- Examining Columbia Moderate'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 Moderate's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Columbia Moderate's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Columbia Moderate's mutual fund. These opinions can provide insight into Columbia Moderate's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Columbia Mutual Fund
Columbia Moderate 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 Moderate security.
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