Columbia Conservative E Fund Manager Performance Evaluation

CNTEX Fund  USD 20.16  0.05  0.25%   
The fund shows a Beta (market volatility) of 0.0273, 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

0 of 100

 
Weak
 
Strong
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.
...more
1
Did Tennessee lawmakers vote against funding FEMA The claim lacks important context - Knoxville News Sentinel
10/11/2024
2
U.S. election puts millions on the line for Amazon rainforest fund - Context
10/30/2024
Expense Ratio0.0400
  

Columbia Conservative Relative Risk vs. Return Landscape

If you would invest  2,014  in Columbia Conservative E on September 16, 2024 and sell it today you would earn a total of  2.00  from holding Columbia Conservative E or generate 0.1% return on investment over 90 days. Columbia Conservative E is currently producing 0.0017% returns and takes up 0.1712% 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  
Assuming the 90 days horizon Columbia Conservative is expected to generate 48.24 times less return on investment than the market. But when comparing it to its historical volatility, the company is 4.23 times less risky than the market. It trades about 0.01 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.11 of returns per unit of risk over similar time horizon.

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 = 0.0098

Best PortfolioBest Equity
Good Returns
Average Returns
Small Returns
CashSmall RiskAverage RiskHigh RiskHuge Risk
Negative ReturnsCNTEX

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.
Evaluating Columbia Conservative's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Columbia Conservative's mutual fund performance include:
  • 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.
It's essential to remember that evaluating Columbia Conservative's mutual fund performance is not an exact science, and many factors can impact Columbia Conservative'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 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.
Efficient Frontier
Plot and analyze your portfolio and positions against risk-return landscape of the market.
Portfolio Suggestion
Get suggestions outside of your existing asset allocation including your own model portfolios