Columbia Limited Competition

Mutual Funds . USA . 
Fund . Columbia Limited Duration
CLDZX Fund  USD 9.78  0.02  0.20%   
Columbia Limited Duration competes with HUMANA, Barloworld, Morningstar Unconstrained, Thrivent High, and High-yield Municipal; as well as few others. The fund is listed under Short-Term Bond category and is part of Columbia family. Analyzing Columbia Limited competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Columbia Limited to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Columbia Limited Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Columbia Limited competition on your existing holdings.
  
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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Columbia Limited's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
9.639.789.93
Details
Intrinsic
Valuation
LowRealHigh
8.828.9710.76
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Columbia Limited. Your research has to be compared to or analyzed against Columbia Limited's peers to derive any actionable benefits. When done correctly, Columbia Limited's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Columbia Limited Duration.

Columbia Limited Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Columbia Limited and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Columbia and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Columbia Limited Duration does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
XTWO
+ 0.96
LBHIX
XTWO
+ 0.95
ABHYX
RRTLX
+ 0.93
LBHIX
XTWO
+ 0.93
RRTLX
ABHYX
+ 0.92
LBHIX
RRTLX
+ 0.92
ABHYX
  
High negative correlations   
XTWO
- 0.28
SCAXF
SCAXF
- 0.24
BRRAY
SCAXF
- 0.23
444859BR2
SCAXF
- 0.2
ABHYX
RRTLX
- 0.1
SCAXF
SCAXF
- 0.07
LBHIX

Risk-Adjusted Indicators

There is a big difference between Columbia Mutual Fund performing well and Columbia Limited Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Columbia Limited's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
444859BR2  0.47  0.06  0.01 (2.81) 0.44 
(0.55)
 1.29 
(0.85)
 3.02 
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
BRRAY  1.74  0.13  0.02  0.17  2.63 
(3.57)
 4.03 
(5.99)
 41.85 
MSTSX  0.48  0.07  0.03  0.38  0.50 
(0.53)
 0.90 
(0.98)
 2.79 
LBHIX  0.17  0.05 (0.02) 0.46  0.00 
(0.34)
 0.49 
(0.24)
 0.98 
ABHYX  0.17  0.04 (0.06) 0.95  0.00 
(0.24)
 0.45 
(0.34)
 0.92 
SCAXF  4.43  2.11  0.00 (0.24) 0.00 
 0.00 
 0.00 
 0.00 
 182.60 
VIASP  1.68  0.05  0.01  0.18  2.99 
(1.50)
 4.33 
(4.97)
 16.82 
RRTLX  0.26  0.05 (0.01) 0.50  0.17 
(0.33)
 0.59 
(0.50)
 1.36 
XTWO  0.07  0.02 (0.38) 0.45  0.00 
(0.10)
 0.19 
(0.10)
 0.47 
All Fundamental Data

Columbia Limited Competitive Analysis

The better you understand Columbia Limited competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Columbia Limited's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Columbia Limited's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
CLDZX 444859BR2 AQUI BRRAY MSTSX LBHIX ABHYX SCAXF VIASP RRTLX
 0.20 
 9.78 
Columbia
 0.16 
 80.74 
HUMANA
 0.00 
 0.01 
Aquagold
 0.24 
 4.18 
Barloworld
 1.45 
 11.22 
Morningstar
 0.24 
 4.20 
Thrivent
 0.11 
 8.93 
High-yield
 0.00 
 0.02 
Sparta
 0.05 
 19.50 
Via
 0.08 
 12.13 
RRTLX
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Moderately volatile
Very steady
Very steady
Very steady
Out of control
Not too volatile
Very steady
Market Performance
(90 Days Performance)
Solid
OK
Very Weak
Very Weak
Modest
Solid
Solid
Very Weak
Weak
OK
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Below Average
Average
Low
Low
Low
Low
Low
Quite High
Low
Current Valuation
(Equity Enterprise Value)
Over Valued
Fairly Valued
Over Valued
Over Valued
Fairly Valued
Over Valued
Over Valued
Over Valued
Over Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Sell
Sell
Strong Sell
Strong Sell
Strong Hold
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Hold
Current Ratio
N/A
N/A
N/A
1.49
N/A
N/A
N/A
0.62
3.49
N/A
Net Asset
582.08 M
N/A
3.19 K
54.41 B
116.1 M
674.44 M
672.37 M
3.06 M
355.28 M
1.46 B
Profit Margin
N/A
N/A
N/A
0.0519
N/A
N/A
N/A
-0.1
0.0094
N/A
EBITDA
N/A
N/A
(727.69 K)
2.77 B
N/A
N/A
N/A
(21.53 K)
33.09 M
N/A
Current Valuation
N/A
N/A
912.76 K
1.11 B
N/A
N/A
N/A
5.73 M
535.95 M
N/A
Operating Margin
N/A
N/A
N/A
0.1
N/A
N/A
N/A
-0.15
-0.14
N/A
Price To Book
N/A
N/A
N/A
0.99
N/A
1.58
N/A
34.42
N/A
2.13
Five Year Return
1.93
N/A
N/A
3.98
8.23
2.97
1.73
N/A
8.97
0.0406
Retained Earnings
N/A
N/A
(4.18 M)
13.37 B
N/A
N/A
N/A
N/A
N/A
N/A
Current Asset
N/A
N/A
N/A
25.84 B
N/A
N/A
N/A
N/A
N/A
N/A
One Year Return
6.37
N/A
N/A
N/A
10.63
9.2
6.6
N/A
N/A
0.067
Beta
N/A
N/A
7.05
0.63
N/A
N/A
N/A
1.75
1.16
N/A
Cash Position Weight
6.94
N/A
N/A
N/A
14.28
6.56
0.1
N/A
N/A
7.22
Number Of Employees
1
N/A
7
36
1
1
1
8
169
1
Equity Positions Weight
N/A
N/A
N/A
N/A
61.63
0.07
N/A
N/A
N/A
38.52
Shares Outstanding
N/A
N/A
965.83 K
185.7 M
N/A
N/A
N/A
233.95 M
N/A
N/A
Three Year Return
0.62
N/A
N/A
N/A
6.14
1.79
-1.47
N/A
N/A
0.0491
Cash Flow From Operations
N/A
N/A
(218.19 K)
1.89 B
N/A
N/A
N/A
210.37 K
12.7 M
N/A
Annual Yield
0.0024
N/A
N/A
0.0543
0.0223
0.0582
0.0041
N/A
0.0972
0.0219
Total Debt
N/A
N/A
N/A
8.64 B
N/A
N/A
N/A
125 K
135 M
N/A
Return On Equity
N/A
N/A
N/A
0.0588
N/A
N/A
N/A
N/A
0.017
N/A
Bond Positions Weight
8.24
N/A
N/A
N/A
22.72
92.23
2.0
N/A
N/A
14.43
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
37.6
1.0
N/A
Holdings Turnover
N/A
N/A
N/A
N/A
269.0
N/A
N/A
N/A
N/A
N/A
Return On Asset
N/A
N/A
-5.5
0.047
N/A
N/A
N/A
-0.21
-0.11
N/A
Book Value Per Share
N/A
N/A
-1.18
99.76
N/A
N/A
N/A
-0.002
3.66
N/A
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
4.29 K
N/A
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
2 K
N/A
N/A
N/A
N/A
Current Liabilities
N/A
N/A
794 K
13.9 B
N/A
N/A
N/A
N/A
N/A
N/A
Total Asset
662.8 M
N/A
3.19 K
54.41 B
215.11 M
347.66 M
243.16 M
3.06 M
355.28 M
1.03 B
Last Dividend Paid
0.01
N/A
N/A
4.6
N/A
0.02
0.03
N/A
0.73
0.14
Debt To Equity
N/A
N/A
N/A
0.68
N/A
N/A
N/A
101.0
0.69
N/A
Target Price
N/A
N/A
N/A
7.68
N/A
N/A
N/A
N/A
N/A
N/A
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.7
N/A
Market Capitalization
N/A
N/A
96.58 K
955.54 M
50.36 M
N/A
N/A
7.72 M
N/A
N/A
Price To Earning
N/A
N/A
-0.22
9.18
N/A
35.48
N/A
19.55
26.83
18.25
Price To Sales
N/A
N/A
N/A
0.0285
N/A
1.23
N/A
0.63
N/A
1.57
Net Income
N/A
N/A
(627.79 K)
2.04 B
N/A
N/A
N/A
(609.44 K)
5.2 M
N/A
Earnings Per Share
N/A
N/A
-0.63
0.35
N/A
N/A
N/A
-0.003
1.17
N/A
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
9.51
N/A
N/A
Year To Date Return
2.4
N/A
N/A
N/A
7.52
3.61
4.13
N/A
N/A
-0.0211
Revenue
N/A
N/A
N/A
39.38 B
N/A
N/A
N/A
5.19 M
393.49 M
N/A
Ten Year Return
3.05
N/A
N/A
N/A
N/A
6.0
4.84
N/A
N/A
5.76
Working Capital
N/A
N/A
(794 K)
11.95 B
N/A
N/A
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
1.15 K
5.11 B
N/A
N/A
N/A
909.32 K
51.31 M
N/A
Cash Per Share
N/A
N/A
N/A
25.52
N/A
N/A
N/A
N/A
3.23
N/A
Gross Profit
N/A
N/A
(143.88 K)
5.12 B
N/A
N/A
N/A
3.68 M
74.67 M
N/A
Day Typical Price
9.78
80.74
0.006
4.18
11.22
4.2
8.93
0.0196
19.54
12.13
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
105.49
N/A
Market Facilitation Index
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
1.0E-4
N/A
Daily Balance Of Power
9.2 T
9.2 T
0.0
9.2 T
9.2 T
(9,223,372,036,855)
9.2 T
0.0
0.0185
(9,223,372,036,855)
Period Momentum Indicator
0.02
0.13
N/A
0.01
0.16
(0.01)
0.01
N/A
0.01
(0.01)
Rate Of Daily Change
1.0
1.0
1.0
1.0
1.01
1.0
1.0
1.0
1.0
1.0
Day Median Price
9.78
80.74
0.006
4.18
11.22
4.2
8.93
0.0196
19.56
12.13
Price Action Indicator
0.01
0.065
N/A
0.005
0.08
(0.01)
0.005
N/A
(0.06)
(0.01)
Coefficient Of Variation
376.98
868.57
N/A
2257.07
670.7
354.69
398.27
1093.51
3213.56
526.18
Mean Deviation
0.1164
0.4682
N/A
1.74
0.4755
0.1738
0.1659
4.43
1.68
0.2649
Jensen Alpha
0.0276
0.0625
N/A
0.1265
0.0682
0.0462
0.0412
2.11
0.051
0.048
Total Risk Alpha
0.0163
0.0067
N/A
(0.21)
0.027
0.0332
0.0249
0.0516
(0.17)
0.0245
Sortino Ratio
(0.18)
0.0061
N/A
0.0241
0.0334
(0.02)
(0.06)
N/A
0.0056
(0.01)
Downside Variance
0.0246
0.3099
N/A
31.02
0.462
0.064
0.0596
N/A
9.72
0.1386
Standard Deviation
0.1487
0.6189
N/A
4.57
0.6073
0.223
0.2144
18.77
2.74
0.3384
Kurtosis
1.46
0.7333
N/A
27.57
(0.03)
0.3847
0.0562
59.27
3.68
(0.07)
Potential Upside
0.309
1.29
N/A
4.03
0.9042
0.489
0.453
N/A
4.33
0.5942
Treynor Ratio
0.9255
(2.81)
N/A
0.1693
0.3761
0.4581
0.9529
(0.24)
0.1794
0.4992
Maximum Drawdown
0.9346
3.02
N/A
41.85
2.79
0.975
0.9243
182.6
16.82
1.36
Variance
0.0221
0.383
N/A
20.84
0.3689
0.0497
0.046
352.18
7.51
0.1145
Market Risk Adjusted Performance
0.9355
(2.80)
N/A
0.1793
0.3861
0.4681
0.9629
(0.23)
0.1894
0.5092
Risk Adjusted Performance
0.1399
0.075
N/A
0.0376
0.097
0.1656
0.1442
0.0697
0.028
0.1153
Skewness
0.247
0.1686
N/A
3.84
(0.39)
0.7073
0.0644
7.39
(0.09)
(0.39)
Semi Deviation
0.0
0.4402
N/A
2.63
0.4998
0.0
0.0
N/A
2.99
0.1703
Information Ratio
(0.19)
0.0055
N/A
0.0294
0.0374
(0.02)
(0.07)
0.0878
0.0064
(0.01)
Value At Risk
(0.11)
(0.85)
N/A
(5.99)
(0.98)
(0.24)
(0.34)
N/A
(4.97)
(0.50)
Expected Short fall
(0.17)
(0.55)
N/A
(3.57)
(0.53)
(0.34)
(0.24)
N/A
(1.50)
(0.33)
Downside Deviation
0.1567
0.5567
N/A
5.57
0.6797
0.253
0.2441
N/A
3.12
0.3723
Semi Variance
(0.03)
0.1938
N/A
6.9
0.2498
(0.05)
(0.03)
N/A
8.91
0.029

Columbia Limited Competition Performance Charts

Five steps to successful analysis of Columbia Limited Competition

Columbia Limited's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Columbia Limited Duration in relation to its competition. Columbia Limited's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Columbia Limited in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Columbia Limited's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Columbia Limited Duration, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

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Other Information on Investing in Columbia Mutual Fund

Columbia Limited 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 Limited security.
Options Analysis
Analyze and evaluate options and option chains as a potential hedge for your portfolios
Competition Analyzer
Analyze and compare many basic indicators for a group of related or unrelated entities
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