Columbia Trarian Core Fund Manager Performance Evaluation
| SMGIX Fund | USD 33.42 0.06 0.18% |
The fund shows a Beta (market volatility) of 1.03, which signifies a somewhat significant risk relative to the market. Columbia Trarian returns are very sensitive to returns on the market. As the market goes up or down, Columbia Trarian is expected to follow.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Columbia Trarian Core are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Columbia Trarian is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.7200 |
Columbia |
Columbia Trarian Relative Risk vs. Return Landscape
If you would invest 3,193 in Columbia Trarian Core on January 20, 2024 and sell it today you would earn a total of 149.00 from holding Columbia Trarian Core or generate 4.67% return on investment over 90 days. Columbia Trarian Core is currently producing 0.0752% returns and takes up 0.7486% volatility of returns over 90 trading days. Put another way, 6% 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. Expected Return |
| Risk |
Columbia Trarian Current Valuation
Fairly Valued
Today
Please note that Columbia Trarian's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Columbia Trarian Core shows a prevailing Real Value of $33.41 per share. The current price of the fund is $33.42. We determine the value of Columbia Trarian Core 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 Trarian Core 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 Trarian. Since Columbia Trarian is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Columbia Mutual Fund. However, Columbia Trarian'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 33.42 | Real 33.41 | Hype 33.42 | Naive 33.0 |
The real value of Columbia Mutual Fund, also known as its intrinsic value, is the underlying worth of Columbia Trarian Core Mutual Fund, which is reflected in its stock price. It is based on Columbia Trarian's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Columbia Trarian'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 Trarian'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.
Estimating the potential upside or downside of Columbia Trarian Core 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 Trarian more accurately as focusing exclusively on Columbia Trarian's fundamentals will not take into account other important factors: Columbia Trarian Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Columbia Trarian's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Columbia Trarian Core, and traders can use it to determine the average amount a Columbia Trarian'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 = 0.1004
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| Cash | SMGIX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.75 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average Columbia Trarian is performing at about 7% of its full potential. 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 Trarian by adding it to a well-diversified portfolio.
Columbia Trarian Fundamentals Growth
Columbia Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Columbia Trarian, and Columbia Trarian 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.
| Price To Earning | 19.12 X | ||||
| Price To Book | 2.50 X | ||||
| Price To Sales | 1.87 X | ||||
| Total Asset | 9.66 B | ||||
About Columbia Trarian Performance
To evaluate Columbia Trarian Core 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 Trarian 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 Trarian Core 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 common stocks. In addition, under normal circumstances, it invests at least 80 percent of its net assets in equity securities of U.S. companies that have large market capitalizations that the funds investment manager believes are undervalued and have the potential for long-term growth and current income. The fund may also invest up to 20 percent of its net assets in foreign securities.Things to note about Columbia Trarian Core performance evaluation
Checking the ongoing alerts about Columbia Trarian for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Columbia Trarian Core help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Columbia Trarian's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Columbia Trarian's mutual fund performance include:- Analyzing Columbia Trarian'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 Trarian's stock is overvalued or undervalued compared to its peers.
- Examining Columbia Trarian'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 Trarian's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Columbia Trarian's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Columbia Trarian's mutual fund. These opinions can provide insight into Columbia Trarian's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Columbia Trarian Core. 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 gross domestic product. You can also try the Content Syndication module to quickly integrate customizable finance content to your own investment portal.