Columbia Short Term Fund Manager Performance Evaluation

NSMUX Fund  USD 10.06  0.01  0.1%   
The fund shows a Beta (market volatility) of 0.0, which signifies not very significant fluctuations relative to the market. the returns on MARKET and Columbia Short are completely uncorrelated.

Risk-Adjusted Performance

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Over the last 90 days Columbia Short Term has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Columbia Short is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Expense Ratio Date1st of September 2018
Expense Ratio1.4000
  

Columbia Short Relative Risk vs. Return Landscape

If you would invest  1,008  in Columbia Short Term on December 30, 2023 and sell it today you would lose (2.00) from holding Columbia Short Term or give up 0.2% of portfolio value over 90 days. Columbia Short Term is currently producing negative expected returns and takes up 0.0924% volatility of returns over 90 trading days. Put another way, 0% 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.
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       Risk  
Assuming the 90 days horizon Columbia Short is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 6.2 times less risky than the market. the firm trades about -0.03 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.24 of returns per unit of risk over similar time horizon.

Columbia Short Current Valuation

Fairly Valued
Today
10.06
Please note that Columbia Short's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Columbia Short Term shows a prevailing Real Value of $10.06 per share. The current price of the fund is $10.06. We determine the value of Columbia Short Term 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.
Our valuation method for Columbia Short Term is useful when determining the fair value of the Columbia mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Columbia Short. Since Columbia Short is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Columbia Mutual Fund. However, Columbia Short'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  10.06 Real  10.06 Hype  10.06
The real value of Columbia Mutual Fund, also known as its intrinsic value, is the underlying worth of Columbia Short Term Mutual Fund, which is reflected in its stock price. It is based on Columbia Short's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Columbia Short'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 Short'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.
10.06
Real Value
10.15
Upside
Estimating the potential upside or downside of Columbia Short Term 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 Short more accurately as focusing exclusively on Columbia Short's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimatedHigh
9.9710.0610.15
Details

Columbia Short Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Columbia Short's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Columbia Short Term, and traders can use it to determine the average amount a Columbia Short'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 = -0.0348

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NSMUX
Based on monthly moving average Columbia Short 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 Short by adding Columbia Short to a well-diversified portfolio.

Columbia Short Fundamentals Growth

Columbia Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Columbia Short, and Columbia Short 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 Short Performance

To evaluate Columbia Short Term Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Columbia Short generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Columbia Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Columbia Short Term market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Columbia's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
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 securities that pay interest exempt from U.S. federal income tax . It generally invests in securities that, at the time of purchase, are rated investment grade or are unrated but determined to be of comparable quality. The funds portfolio duration normally ranges from one to four years.

Things to note about Columbia Short Term performance evaluation

Checking the ongoing alerts about Columbia Short for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Columbia Short Term help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Columbia Short Term generated a negative expected return over the last 90 days
The fund generated three year return of -1.0%
Columbia Short Term maintains about 6.73% of its assets in cash
Evaluating Columbia Short's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Columbia Short's mutual fund performance include:
  • Analyzing Columbia Short'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 Short's stock is overvalued or undervalued compared to its peers.
  • Examining Columbia Short'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 Short's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Columbia Short's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Columbia Short's mutual fund. These opinions can provide insight into Columbia Short's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Columbia Short's mutual fund performance is not an exact science, and many factors can impact Columbia Short'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.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Columbia Short Term. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in employment.
You can also try the Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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When running Columbia Short's price analysis, check to measure Columbia Short's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Columbia Short is operating at the current time. Most of Columbia Short's value examination focuses on studying past and present price action to predict the probability of Columbia Short's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Columbia Short's price. Additionally, you may evaluate how the addition of Columbia Short to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Columbia Short's value and its price as these two are different measures arrived at by different means. Investors typically determine if Columbia Short is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Columbia Short's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.