Columbia Pacificasia One Year Return vs. Ten Year Return
| CASCX Fund | USD 9.77 0.02 0.21% |
For Columbia Pacificasia profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Columbia Pacificasia to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Columbia Pacificasia Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Columbia Pacificasia's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Columbia Pacificasia Fund over time as well as its relative position and ranking within its peers.
Columbia |
Columbia Pacificasia Ten Year Return vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Columbia Pacificasia's current stock value. Our valuation model uses many indicators to compare Columbia Pacificasia value to that of its competitors to determine the firm's financial worth. Columbia Pacificasia Fund is the top fund in one year return among similar funds. It also is the top fund in ten year return among similar funds reporting about 0.09 of Ten Year Return per One Year Return. The ratio of One Year Return to Ten Year Return for Columbia Pacificasia Fund is roughly 11.03 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Columbia Pacificasia's earnings, one of the primary drivers of an investment's value.Columbia Ten Year Return vs. One Year Return
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Columbia Pacificasia |
| = | 76.91 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Columbia Pacificasia |
| = | 6.97 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Columbia Ten Year Return Comparison
Columbia Pacificasia is currently under evaluation in ten year return among similar funds.
Columbia Pacificasia Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Columbia Pacificasia, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Columbia Pacificasia will eventually generate negative long term returns. The profitability progress is the general direction of Columbia Pacificasia's change in net profit over the period of time. It can combine multiple indicators of Columbia Pacificasia, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund seeks to achieve its investment objective by investing in a portfolio composed of two components a Managed Futures Component consisting of global financial and commodity futures, currency forwards and other derivative contracts on or related to sectors or assets classes including currencies, interest rate instruments, stock indices, metals, energy and agricultural commodities, and a 6040 Component consisting of a portfolio investing in U.S. equity and U.S. fixed income markets through financial futures and U.S. bond ETFs. The fund is non-diversified.
Columbia Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Columbia Pacificasia. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Columbia Pacificasia position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Columbia Pacificasia's important profitability drivers and their relationship over time.
Use Columbia Pacificasia in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Columbia Pacificasia position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Columbia Pacificasia will appreciate offsetting losses from the drop in the long position's value.Columbia Pacificasia Pair Trading
Columbia Pacificasia Fund Pair Trading Analysis
The ability to find closely correlated positions to Columbia Pacificasia could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Columbia Pacificasia when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Columbia Pacificasia - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Columbia Pacificasia Fund to buy it.
The correlation of Columbia Pacificasia is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Columbia Pacificasia moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Columbia Pacificasia moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Columbia Pacificasia can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Columbia Pacificasia position
In addition to having Columbia Pacificasia in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Measuring and Control Equipment Thematic Idea Now
Measuring and Control Equipment
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Measuring and Control Equipment theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Measuring and Control Equipment Theme or any other thematic opportunities.
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Other Information on Investing in Columbia Mutual Fund
To fully project Columbia Pacificasia's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Columbia Pacificasia at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Columbia Pacificasia's income statement, its balance sheet, and the statement of cash flows.
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