Columbia Short Financial Statements From 2010 to 2024
| CNNRX Fund | USD 10.03 0.01 0.1% |
Check Columbia Short financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Columbia main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Columbia financial statements analysis is a perfect complement when working with Columbia Short Valuation or Volatility modules.
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Columbia Short Term Mutual Fund Three Year Return Analysis
Columbia Short's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Columbia Short Three Year Return | 0.32 % |
Most of Columbia Short's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Columbia Short Term is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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Based on the latest financial disclosure, Columbia Short Term has a Three Year Return of 0.3179%. This is 97.83% lower than that of the Columbia family and significantly higher than that of the Muni National Short category. The three year return for all United States funds is notably lower than that of the firm.
Columbia Short Term Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Columbia Short's current stock value. Our valuation model uses many indicators to compare Columbia Short value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Columbia Short competition to find correlations between indicators driving Columbia Short's intrinsic value. More Info.Columbia Short Term is fifth largest fund in annual yield among similar funds. It is fifth largest fund in year to date return among similar funds creating about 180.89 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Columbia Short by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Columbia Short's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Short's earnings, one of the primary drivers of an investment's value.About Columbia Short Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Columbia Short income statement, its balance sheet, and the statement of cash flows. Columbia Short investors use historical funamental indicators, such as Columbia Short's revenue or net income, to determine how well the company is positioned to perform in the future. Although Columbia Short investors may use each financial statement separately, they are all related. The changes in Columbia Short's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Columbia Short's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Columbia Short Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Columbia Short. Please read more on 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.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Columbia Short in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Columbia Short's short interest history, or implied volatility extrapolated from Columbia Short options trading.
Pair Trading with Columbia Short
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 Short 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 Short will appreciate offsetting losses from the drop in the long position's value.The ability to find closely correlated positions to Columbia Short 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 Short 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 Short - 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 Short Term to buy it.
The correlation of Columbia Short 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 Short moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Columbia Short Term 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 Short 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.Check out the analysis of Columbia Short Correlation against competitors. You can also try the Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.