Columbia Ultra Short Fund Manager Performance Evaluation
| CUSHX Fund | USD 9.20 0.00 0.00% |
The fund shows a Beta (market volatility) of 0.0287, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Columbia Ultra's returns are expected to increase less than the market. However, during the bear market, the loss of holding Columbia Ultra is expected to be smaller as well.
Risk-Adjusted Performance
19 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Columbia Ultra Short are ranked lower than 19 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical indicators, Columbia Ultra is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.3100 |
Columbia |
Columbia Ultra Relative Risk vs. Return Landscape
If you would invest 907.00 in Columbia Ultra Short on January 26, 2024 and sell it today you would earn a total of 13.00 from holding Columbia Ultra Short or generate 1.43% return on investment over 90 days. Columbia Ultra Short is currently producing 0.023% returns and takes up 0.0934% volatility of returns over 90 trading days. Put another way, 0% 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 Ultra Current Valuation
Fairly Valued
Today
Please note that Columbia Ultra's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Columbia Ultra Short shows a prevailing Real Value of $9.19 per share. The current price of the fund is $9.2. We determine the value of Columbia Ultra Short 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 Ultra Short 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 Ultra. Since Columbia Ultra is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Columbia Mutual Fund. However, Columbia Ultra'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 9.2 | Real 9.19 | Hype 9.2 | Naive 9.2 |
The real value of Columbia Mutual Fund, also known as its intrinsic value, is the underlying worth of Columbia Ultra Short Mutual Fund, which is reflected in its stock price. It is based on Columbia Ultra's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Columbia Ultra'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 Ultra'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 Ultra Short 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 Ultra more accurately as focusing exclusively on Columbia Ultra's fundamentals will not take into account other important factors: Columbia Ultra Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Columbia Ultra's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Columbia Ultra Short, and traders can use it to determine the average amount a Columbia Ultra'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 = 0.2462
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Based on monthly moving average Columbia Ultra is performing at about 19% 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 Ultra by adding it to a well-diversified portfolio.
Columbia Ultra Fundamentals Growth
Columbia Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Columbia Ultra, and Columbia Ultra 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.
| Total Asset | 2.46 B | |||
About Columbia Ultra Performance
To evaluate Columbia Ultra Short 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 Ultra 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 Ultra Short 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 a diversified portfolio of domestic debt securities of investment grade quality. Debt securities may be issued by governments, companies or special purpose entities and may include notes, bonds, debentures and commercial paper. Under normal circumstances, the funds dollar weighted average effective maturity will be two years or less, and its duration will be one year or less.Things to note about Columbia Ultra Short performance evaluation
Checking the ongoing alerts about Columbia Ultra for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Columbia Ultra Short help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds about 12.73% of its assets under management (AUM) in fixed income securities |
- Analyzing Columbia Ultra'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 Ultra's stock is overvalued or undervalued compared to its peers.
- Examining Columbia Ultra'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 Ultra's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Columbia Ultra's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Columbia Ultra's mutual fund. These opinions can provide insight into Columbia Ultra's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Columbia Ultra Short. 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 rate. Note that the Columbia Ultra Short information on this page should be used as a complementary analysis to other Columbia Ultra'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 Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.