Columbia Adaptive Financials
| CRDRX Fund | USD 9.14 0.02 0.22% |
Columbia |
Please note that past performance is not an indicator of the future performance of Columbia Adaptive, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Columbia Adaptive Fund Summary
Columbia Adaptive competes with Dreyfusstandish Global, Commonwealth Global, Legg Mason, Franklin Mutual, and Alliancebernstein. 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.Specialization | Tactical Allocation, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Columbia Funds Series |
| Mutual Fund Family | Columbia |
| Mutual Fund Category | Tactical Allocation |
| Benchmark | NYSE Composite |
| Phone | 800 345 6611 |
| Currency | USD - US Dollar |
You should never invest in Columbia Adaptive Risk without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Columbia Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Columbia Adaptive's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Columbia Adaptive Key Financial Ratios
Generally speaking, Columbia Adaptive's financial ratios allow both analysts and investors to convert raw data from Columbia Adaptive's financial statements into concise, actionable information that can be used to evaluate the performance of Columbia Adaptive over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Columbia Adaptive Risk reports annually and quarterly.Columbia Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Columbia Adaptive's current stock value. Our valuation model uses many indicators to compare Columbia Adaptive value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Columbia Adaptive competition to find correlations between indicators driving Columbia Adaptive's intrinsic value. More Info.Columbia Adaptive Risk is the top fund in price to earning among similar funds. It is the top fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Columbia Adaptive Risk is roughly 8.99 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Columbia Adaptive by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Columbia Adaptive'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 Adaptive's earnings, one of the primary drivers of an investment's value.Columbia Adaptive Risk Systematic Risk
Columbia Adaptive's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Columbia Adaptive volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Columbia Adaptive Risk correlated with the market. If Beta is less than 0 Columbia Adaptive generally moves in the opposite direction as compared to the market. If Columbia Adaptive Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Columbia Adaptive Risk is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Columbia Adaptive is generally in the same direction as the market. If Beta > 1 Columbia Adaptive moves generally in the same direction as, but more than the movement of the benchmark.
Columbia Adaptive April 25, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Columbia Adaptive help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Columbia Adaptive Risk. We use our internally-developed statistical techniques to arrive at the intrinsic value of Columbia Adaptive Risk based on widely used predictive technical indicators. In general, we focus on analyzing Columbia Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Columbia Adaptive's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5175 | |||
| Information Ratio | (0.14) | |||
| Maximum Drawdown | 2.26 | |||
| Value At Risk | (0.77) | |||
| Potential Upside | 0.6659 |
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 metropolitan statistical area. 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.