Columbia Select Large Fund Manager Performance Evaluation
| CSPIX Fund | USD 16.32 0.08 0.49% |
The fund shows a Beta (market volatility) of 0.13, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Columbia Select's returns are expected to increase less than the market. However, during the bear market, the loss of holding Columbia Select is expected to be smaller as well.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Columbia Select Large are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Columbia Select 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 Select Relative Risk vs. Return Landscape
If you would invest 1,558 in Columbia Select Large on September 12, 2024 and sell it today you would earn a total of 74.00 from holding Columbia Select Large or generate 4.75% return on investment over 90 days. Columbia Select Large is currently producing 0.0765% returns and takes up 0.7536% volatility of returns over 90 trading days. Put another way, 6% 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 Select Current Valuation
Fairly Valued
Today
Please note that Columbia Select's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Columbia Select Large shows a prevailing Real Value of $16.23 per share. The current price of the fund is $16.32. We determine the value of Columbia Select Large 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 Select is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Columbia Mutual Fund. However, Columbia Select'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 16.32 | Real 16.23 | Hype 16.32 | Naive 16.24 |
The intrinsic value of Columbia Select'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 Select'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 Select Large 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 Select more accurately as focusing exclusively on Columbia Select's fundamentals will not take into account other important factors: Columbia Select Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Columbia Select's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Columbia Select Large, and traders can use it to determine the average amount a Columbia Select'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 = 0.1015
| Best Portfolio | Best Equity | |||
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| Cash | CSPIX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.75 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average Columbia Select is performing at about 7% 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 Select by adding it to a well-diversified portfolio.
Columbia Select Fundamentals Growth
Columbia Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Columbia Select, and Columbia Select 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 | 30.96 X | |||
| Price To Book | 5.55 X | |||
| Price To Sales | 5.10 X | |||
| Total Asset | 4.6 B | |||
About Columbia Select Performance
Evaluating Columbia Select's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Columbia Select 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 Select 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.
Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities of small-cap companies . The portfolio managers generally consider small-cap companies to be those companies with market capitalizations within the range of companies included in the MSCI World Small Cap Index.Things to note about Columbia Select Large performance evaluation
Checking the ongoing alerts about Columbia Select for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Columbia Select Large help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 98.38% of its assets under management (AUM) in equities |
- Analyzing Columbia Select'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 Select's stock is overvalued or undervalued compared to its peers.
- Examining Columbia Select'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 Select's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Columbia Select's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Columbia Select's mutual fund. These opinions can provide insight into Columbia Select's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Columbia Mutual Fund
Columbia Select 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 Select security.
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