Columbia Mutual Fund Manager Performance Evaluation

CIBYX -  USA Fund  

USD 13.31  0.01  0.08%

The fund shows a Beta (market volatility) of -0.005, which signifies not very significant fluctuations relative to the market. Let's try to break down what Columbia's beta means in this case. As returns on the market increase, returns on owning Columbia Income are expected to decrease at a much lower rate. During the bear market, Columbia Income is likely to outperform the market. Although it is extremely important to respect Columbia Income Builder historical returns, it is better to be realistic regarding the information on equity current trending patterns. The philosophy towards foreseeing future performance of any fund is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By analyzing Columbia Income Builder technical indicators, you can presently evaluate if the expected return of 0.0037% will be sustainable into the future.

Columbia Mutual Fund Performance 

 
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 Columbia Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Columbia Income Builder are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Columbia Income is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Fifty Two Week Low12.31
Fifty Two Week High13.59
Annual Report Expense Ratio0.66%

Columbia Income Relative Risk vs. Return Landscape

If you would invest  1,327  in Columbia Income Builder on July 22, 2021 and sell it today you would earn a total of  3.00  from holding Columbia Income Builder or generate 0.23% return on investment over 90 days. Columbia Income Builder is currently producing 0.0037% returns and takes up 0.173% volatility of returns over 90 trading days. Put another way, 1% 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.
 Daily Expected Return (%) 
      Risk (%) 
Assuming the 90 days horizon Columbia Income is expected to generate 8.43 times less return on investment than the market. But when comparing it to its historical volatility, the company is 4.17 times less risky than the market. It trades about 0.02 of its potential returns per unit of risk. The DOW is currently generating roughly 0.04 of returns per unit of risk over similar time horizon.

Columbia Income Current Valuation

Fairly Valued
Today
13.31
20th of October 2021
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Please note that Columbia Income's price fluctuation is very steady at this time.
Columbia Income Builder shows a prevailing Real Value of $13.31 per share. The current price of the fund is $13.31. At this time, the entity appears to be fairly valued. We determine the value of Columbia Income Builder from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued instruments and dropping overvalued instruments since, at some point, stock prices and their ongoing real values will blend.
Our valuation method for Columbia Income Builder 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 Income. Since Columbia Income is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Columbia Mutual Fund. However, Columbia Income'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.
13.31
Real Value
13.48
Upside
Estimating the potential upside or downside of Columbia Income Builder 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 Income more accurately as focusing exclusively on Columbia Income's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
13.2713.3213.41
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Hype
Prediction
LowEstimated ValueHigh
13.1413.3113.48
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Potential
Annual Dividend
LowIncome Per ShareHigh
0.350.350.35
Details

Columbia Income Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Columbia Income's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Columbia Income Builder, and traders can use it to determine the average amount a Columbia Income'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 = 0.0216

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Estimated Market Risk
 0.17
  actual daily
 
 1 %
of total potential
 
11
Expected Return
 0.0
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 0.02
  actual daily
 
 1 %
of total potential
 
11
Based on monthly moving average Columbia Income is performing at about 1% 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 Income by adding it to a well-diversified portfolio.

About Columbia Income Performance

To evaluate Columbia Income Builder 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 Income 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 Income Builder stock market performance in a much more refined way. At Macroaxis, we take it even further. 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.
The investment seeks a high level of current income and growth of capital. Columbia Income is traded on NASDAQ Exchange in the United States.

Things to note about Columbia Income Builder

Checking the ongoing alerts about Columbia Income for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for Columbia Income Builder help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Columbia Income Alerts

Equity Alerts and Improvement Suggestions

Columbia Income is unlikely to experience financial distress in the next 2 years
On 28th of September 2021 Columbia Income paid $ 0.0311 per share dividend to its current shareholders
Latest headline from www.dividendinvestor.com: NASDAQCIBYX Income Builder Fd Instl 3 ClColumbia Funds Series Trust II Dividend Announcement 0.0311 per share - Dividend Investor
The fund holds about 5.12% of its assets under management (AUM) in cash
Continue to Trending Equities. Note that the Columbia Income Builder information on this page should be used as a complementary analysis to other Columbia Income'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 Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .

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