Columbia Fundamentals

CLDYX -  USA Fund  

USD 10.09  0.02  0.20%

Columbia Limited Duration fundamentals help investors to digest information that contributes to Columbia Limited's financial success or failures. It also enables traders to predict the movement of Columbia Mutual Fund. This fundamental analysis module provides a way for investors to measures Columbia Limited's intrinsic value by examining all of its available economic and financial indicators and drivers, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Columbia Limited mutual fund. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Columbia Fundamentals 

 
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Columbia Five Year Return Analysis

Columbia Limited's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Five Year Return | All Equity Analysis

Current Columbia Limited Five Year Return

    
  3.08 %  
Most of Columbia Limited's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Columbia Limited Duration is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Compare to competition

Columbia Limited Five Year Return Component Assessment

According to the company disclosure, Columbia Limited Duration has a Five Year Return of 3.08%. This is much higher than that of the Columbia Threadneedle family and significantly higher than that of the Short-Term Bond category. The five year return for all United States funds is notably lower than that of the firm.

Columbia Limited Duration Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Columbia Limited's current stock value. Our valuation model uses many indicators to compare Columbia Limited value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Columbia Limited competition to find correlations between indicators driving Columbia Limited's intrinsic value. More Info.
Columbia Limited Duration is rated below average in net asset among similar funds. It is fourth largest fund in one year return among similar funds . The ratio of Net Asset to One Year Return for Columbia Limited Duration is about  201,478,743 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Columbia Limited by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Columbia Limited'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 Limited's earnings, one of the primary drivers of an investment's value.

Columbia Last Dividend Paid Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Columbia Limited's direct or indirect competition against its Last Dividend Paid to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Columbia Limited could also be used in its relative valuation, which is a method of valuing Columbia Limited by comparing valuation metrics of similar companies.
Columbia Limited is currently under evaluation in last dividend paid among similar funds.

Fund Asset Allocation for Columbia Limited

The fund consists of 93.05% investments in fixed income securities, with the rest of funds allocated in cash and various exotic instruments.
 Value 
      Instrument Type 

Columbia Fundamentals

About Columbia Limited Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Columbia Limited Duration's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Columbia Limited using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Columbia Limited Duration based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The investment seeks to provide shareholders with a level of current income consistent with preservation of capital. Columbia Limited is traded on NASDAQ Exchange in the United States.

Columbia Limited Investors Sentiment

The influence of Columbia Limited's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Columbia. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Columbia Limited in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Columbia Limited's short interest history, or implied volatility extrapolated from Columbia Limited options trading.

Current Sentiment - CLDYX

Columbia Limited Duration Investor Sentiment

Macroaxis portfolio users are unresponsive in their opinion about investing in Columbia Limited Duration. What is your opinion about investing in Columbia Limited Duration? Are you bullish or bearish?
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Pair Trading with Columbia Limited

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Columbia Limited position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Columbia Limited will appreciate offsetting losses from the drop in the long position's value.

Columbia Limited Pair Correlation

Equities Pair Trading Analysis

Correlation analysis and pair trading evaluation for Columbia Limited and Vanguard Short Term. Pair trading can be used as a hedging technique within a particular sector or industry or even over random equities to generate better risk-adjusted return
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Continue to Columbia Limited Piotroski F Score and Columbia Limited Altman Z Score analysis. Note that the Columbia Limited Duration information on this page should be used as a complementary analysis to other Columbia Limited'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 Technical Analysis module to check basic technical indicators and analysis based on most latest market data.

Complementary Tools for Columbia Mutual Fund analysis

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