Columbia Large Cap Fund Manager Performance Evaluation

NINDX Fund  USD 65.63  0.40  0.61%   
The fund shows a Beta (market volatility) of 0.83, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Columbia Large's returns are expected to increase less than the market. However, during the bear market, the loss of holding Columbia Large is expected to be smaller as well.

Risk-Adjusted Performance

17 of 100

 
Weak
 
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Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Columbia Large Cap are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Columbia Large may actually be approaching a critical reversion point that can send shares even higher in January 2025.
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Expense Ratio0.2000
  

Columbia Large Relative Risk vs. Return Landscape

If you would invest  5,918  in Columbia Large Cap on September 5, 2024 and sell it today you would earn a total of  605.00  from holding Columbia Large Cap or generate 10.22% return on investment over 90 days. Columbia Large Cap is currently producing 0.1547% returns and takes up 0.711% volatility of returns over 90 trading days. Put another way, 6% 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  
Assuming the 90 days horizon Columbia Large is expected to generate 1.02 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.05 times less risky than the market. It trades about 0.22 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.21 of returns per unit of risk over similar time horizon.

Columbia Large Current Valuation

Fairly Valued
Today
65.63
Please note that Columbia Large's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Columbia Large Cap shows a prevailing Real Value of $64.82 per share. The current price of the fund is $65.63. 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  65.63 Real  64.82 Hype  65.63 Naive  65.65
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.
64.82
Real Value
72.19
Upside
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:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
63.9364.6265.31
Details
Hype
Prediction
LowEstimatedHigh
64.9265.6366.34
Details
Naive
Forecast
LowNext ValueHigh
64.9465.6566.36
Details

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 = 0.2176

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Estimated Market Risk

 0.71
  actual daily
6
94% of assets are more volatile

Expected Return

 0.15
  actual daily
2
98% of assets have higher returns

Risk-Adjusted Return

 0.22
  actual daily
17
83% of assets perform better
Based on monthly moving average Columbia Large is performing at about 17% 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.

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.
Under normal circumstances, the fund invests at least 80 percent of its net assets in common stocks that comprise the SP 500 Index . In seeking to match the performance of the index, the Investment Manager attempts to allocate the funds assets among common stocks in approximately the same weightings as the index. The fund may invest in derivatives, such as futures , for cash equitization purposes.

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.
The fund maintains 98.51% of its assets in stocks
Evaluating Columbia Large's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Columbia Large's mutual fund performance include:
  • 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.
It's essential to remember that evaluating Columbia Large's mutual fund performance is not an exact science, and many factors can impact Columbia Large'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 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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