Columbia Large Cap Fund Manager Performance Evaluation
| CSFRX Fund | USD 22.10 0.00 0.00% |
The fund shows a Beta (market volatility) of -0.0774, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Columbia Large are expected to decrease at a much lower rate. During the bear market, Columbia Large is likely to outperform the market.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Columbia Large Cap are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Columbia Large may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio | 0.8000 |
Columbia |
Columbia Large Relative Risk vs. Return Landscape
If you would invest 2,080 in Columbia Large Cap on October 1, 2024 and sell it today you would earn a total of 130.00 from holding Columbia Large Cap or generate 6.25% return on investment over 90 days. Columbia Large Cap is currently producing 0.1527% returns and takes up 0.9856% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Columbia, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Columbia Large Current Valuation
Overvalued
Today
Please note that Columbia Large's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Columbia Large Cap shows a prevailing Real Value of $20.09 per share. The current price of the fund is $22.1. We determine the value of Columbia Large Cap 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 Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Columbia Mutual Fund. However, Columbia Large'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 22.1 | Real 20.09 | Hype 22.1 |
The intrinsic value of Columbia Large'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 Large'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 Large Cap 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 Large more accurately as focusing exclusively on Columbia Large's fundamentals will not take into account other important factors: Columbia Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Columbia Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Columbia Large Cap, and traders can use it to determine the average amount a Columbia Large'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 = 0.155
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | CSFRX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.99 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Columbia Large is performing at about 12% 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 Large by adding it to a well-diversified portfolio.
Columbia Large Fundamentals Growth
Columbia Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Columbia Large, and Columbia Large 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 | 22.52 X | ||||
| Price To Book | 3.98 X | ||||
| Price To Sales | 2.66 X | ||||
| Total Asset | 2.03 B | ||||
About Columbia Large Performance
Evaluating Columbia Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Columbia Large 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 Large 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 invests at least 80 percent of its net assets in equity securities of large-capitalization companies, primarily common stocks and securities that can be converted into common stocks. It invests primarily in common stocks of companies that the investment manager believes have the potential for long-term, above-average earnings growth. The fund may invest up to 20 percent of its total assets in foreign securities. It may invest directly in foreign securities or indirectly through depositary receipts.Things to note about Columbia Large Cap performance evaluation
Checking the ongoing alerts about Columbia Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Columbia Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Columbia Large Cap is not yet fully synchronised with the market data | |
| The fund holds 97.1% of its assets under management (AUM) in equities |
- Analyzing Columbia Large'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 Large's stock is overvalued or undervalued compared to its peers.
- Examining Columbia Large'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 Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Columbia Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Columbia Large's mutual fund. These opinions can provide insight into Columbia Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Columbia Mutual Fund
Columbia Large 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 Large security.
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