Columbia Adaptive Risk Fund Quote

CRAAX Fund  USD 9.40  0.01  0.11%   

Performance

10 of 100

 
Low
 
High
OK

Odds Of Distress

Less than 37

 
100  
 
Zero
Below Average
Columbia Adaptive is trading at 9.40 as of the 29th of March 2024; that is 0.11 percent up since the beginning of the trading day. The fund's open price was 9.39. Columbia Adaptive has about a 37 percent probability of financial distress in the next few years of operation but had a somewhat ok performance during the last 90 days. Equity ratings for Columbia Adaptive Risk are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of April 2022 and ending today, the 29th of March 2024. Click here to learn more.
The fund pursues its investment objective by allocating portfolio risk across multiple asset classes in U.S. and non-U.S. markets with the goal of generating consistent risk-adjusted returns. It may invest in the securities and instruments described herein directly or indirectly through investments in other mutual funds, real estate investment trusts, closed-end funds and exchange-traded funds managed by third parties or the Investment Manager or its affiliates.. More on Columbia Adaptive Risk

Moving together with Columbia Mutual Fund

  0.9STFGX State Farm GrowthPairCorr
  0.82NFEAX Columbia Large CapPairCorr
  0.81CUSOX Columbia Ultra ShortPairCorr
  0.81ILGEX Columbia Integrated LargePairCorr
  0.81ILGDX Columbia Integrated LargePairCorr
  0.81ILGGX Columbia Integrated LargePairCorr
  0.81ILGFX Columbia Integrated LargePairCorr

Columbia Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Columbia Adaptive's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Columbia Adaptive or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationColumbia Threadneedle Funds, Large Blend Funds, Tactical Allocation Funds, Tactical Allocation, Columbia Threadneedle (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date1st of October 2022
Fiscal Year EndMay
Columbia Adaptive Risk [CRAAX] is traded in USA and was established 29th of March 2024. Columbia Adaptive is listed under Columbia Threadneedle category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of Columbia Threadneedle family. This fund currently has accumulated 3.57 B in assets under management (AUM) with no minimum investment requirementsColumbia Adaptive Risk is currently producing year-to-date (YTD) return of 2.98% with the current yeild of 0.0%, while the total return for the last 3 years was 1.47%.
Check Columbia Adaptive Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Columbia Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Columbia Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Columbia Adaptive Risk Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Columbia Adaptive Risk Mutual Fund Constituents

CCFYXColumbia Modity StrategyMutual FundCommodities Broad Basket
More Details

Columbia Adaptive Target Price Odds Analysis

Based on a normal probability distribution, the odds of Columbia Adaptive jumping above the current price in 90 days from now is about 1.92%. The Columbia Adaptive Risk probability density function shows the probability of Columbia Adaptive mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Columbia Adaptive has a beta of 0.6892 suggesting as returns on the market go up, Columbia Adaptive average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Columbia Adaptive Risk will be expected to be much smaller as well. Additionally, columbia Adaptive Risk has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 9.4HorizonTargetOdds Above 9.4
98.00%90 days
 9.40 
1.92%
Based on a normal probability distribution, the odds of Columbia Adaptive to move above the current price in 90 days from now is about 1.92 (This Columbia Adaptive Risk probability density function shows the probability of Columbia Mutual Fund to fall within a particular range of prices over 90 days) .

Columbia Adaptive Risk Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Columbia Adaptive market risk premium is the additional return an investor will receive from holding Columbia Adaptive long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Columbia Adaptive. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Columbia Adaptive's alpha and beta are two of the key measurements used to evaluate Columbia Adaptive's performance over the market, the standard measures of volatility play an important role as well.

Columbia Adaptive Against Markets

Picking the right benchmark for Columbia Adaptive mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Columbia Adaptive mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Columbia Adaptive is critical whether you are bullish or bearish towards Columbia Adaptive Risk at a given time. Please also check how Columbia Adaptive's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Columbia Adaptive without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Columbia Mutual Fund?

Before investing in Columbia Adaptive, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Columbia Adaptive. To buy Columbia Adaptive fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Columbia Adaptive. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Columbia Adaptive fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Columbia Adaptive Risk fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Columbia Adaptive Risk fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Columbia Adaptive Risk, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Columbia Adaptive Risk?

The danger of trading Columbia Adaptive Risk is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Columbia Adaptive is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Columbia Adaptive. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Columbia Adaptive Risk is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Columbia Adaptive Risk. 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 nation.
Note that the Columbia Adaptive Risk information on this page should be used as a complementary analysis to other Columbia Adaptive's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Pattern Recognition module to use different Pattern Recognition models to time the market across multiple global exchanges.

Complementary Tools for Columbia Mutual Fund analysis

When running Columbia Adaptive's price analysis, check to measure Columbia Adaptive'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 Adaptive is operating at the current time. Most of Columbia Adaptive's value examination focuses on studying past and present price action to predict the probability of Columbia Adaptive'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 Adaptive's price. Additionally, you may evaluate how the addition of Columbia Adaptive to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Columbia Adaptive's value and its price as these two are different measures arrived at by different means. Investors typically determine if Columbia Adaptive is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Columbia Adaptive'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.