Columbia Capital Allocation Fund Manager Performance Evaluation
| CPDIX Fund | USD 12.66 0.10 0.78% |
The fund shows a Beta (market volatility) of 0.0765, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Columbia Capital's returns are expected to increase less than the market. However, during the bear market, the loss of holding Columbia Capital is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Columbia Capital Allocation has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Columbia Capital is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.7000 |
Columbia |
Columbia Capital Relative Risk vs. Return Landscape
If you would invest 1,331 in Columbia Capital Allocation on September 29, 2024 and sell it today you would lose (65.00) from holding Columbia Capital Allocation or give up 4.88% of portfolio value over 90 days. Columbia Capital Allocation is currently producing negative expected returns and takes up 0.8408% volatility of returns over 90 trading days. Put another way, 7% 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 Capital Current Valuation
Overvalued
Today
Please note that Columbia Capital's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Columbia Capital All shows a prevailing Real Value of $11.95 per share. The current price of the fund is $12.66. We determine the value of Columbia Capital All 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 Capital is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Columbia Mutual Fund. However, Columbia Capital'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 12.66 | Real 11.95 | Hype 12.66 |
The intrinsic value of Columbia Capital'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 Capital'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 Capital Allocation 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 Capital more accurately as focusing exclusively on Columbia Capital's fundamentals will not take into account other important factors: Columbia Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Columbia Capital's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Columbia Capital Allocation, and traders can use it to determine the average amount a Columbia Capital'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 = -0.0888
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CPDIX |
Estimated Market Risk
| 0.84 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Columbia Capital 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 Capital by adding Columbia Capital to a well-diversified portfolio.
Columbia Capital Fundamentals Growth
Columbia Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Columbia Capital, and Columbia Capital 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 | 16.42 X | ||||
| Price To Book | 2.13 X | ||||
| Price To Sales | 1.37 X | ||||
| Total Asset | 1.47 B | ||||
About Columbia Capital Performance
Evaluating Columbia Capital's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Columbia Capital 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 Capital 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 is a fund of funds that seeks to achieve its investment objective by investing under normal circumstances in a combination of underlying funds for which the Investment Manager or an affiliate serves as investment adviser or principal underwriter. It may also invest up to 20 percent of its net assets in other funds, including third party advised funds and exchange-traded funds , equity securities, fixed income securities and derivative instruments.Things to note about Columbia Capital All performance evaluation
Checking the ongoing alerts about Columbia Capital for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Columbia Capital All help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Columbia Capital All generated a negative expected return over the last 90 days | |
| The fund holds about 8.27% of its assets under management (AUM) in cash |
- Analyzing Columbia Capital'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 Capital's stock is overvalued or undervalued compared to its peers.
- Examining Columbia Capital'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 Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Columbia Capital's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Columbia Capital's mutual fund. These opinions can provide insight into Columbia Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Columbia Mutual Fund
Columbia Capital 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 Capital security.
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