Columbia Mutual Fund Manager Performance Evaluation

CLDZX -  USA Fund  

USD 10.22  0.01  0.1%

The fund shows a Beta (market volatility) of -0.036, 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 Limited are expected to decrease at a much lower rate. During the bear market, Columbia Limited is likely to outperform the market. Even though it is essential to pay attention to Columbia Limited Duration historical returns, it is always good to be careful when utilizing equity current trending patterns. Our philosophy towards foreseeing any fund's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Columbia Limited Duration exposes twenty-one different technical indicators, which can help you to evaluate its performance.

Columbia Mutual Fund Performance 

 
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Columbia Performance
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Over the last 90 days Columbia Limited Duration has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Columbia Limited is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Fifty Two Week Low10.27
Fifty Two Week High10.47
Annual Report Expense Ratio0.52%

Columbia Limited Relative Risk vs. Return Landscape

If you would invest  1,043  in Columbia Limited Duration on September 9, 2021 and sell it today you would lose (21.00)  from holding Columbia Limited Duration or give up 2.01% of portfolio value over 90 days. Columbia Limited Duration is currently producing negative expected returns and takes up 0.1436% 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 Limited is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 6.12 times less risky than the market. the firm trades about -0.23 of its potential returns per unit of risk. The DOW is currently generating roughly 0.05 of returns per unit of risk over similar time horizon.

Columbia Limited Current Valuation

Fairly Valued
Today
10.22
8th of December 2021
Share
Please note that Columbia Limited's price fluctuation is very steady at this time.
Columbia Limited Duration shows a prevailing Real Value of $10.25 per share. The current price of the fund is $10.22. At this time, the entity appears to be fairly valued. We determine the value of Columbia Limited Duration 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 Limited Duration 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 Limited. Since Columbia Limited is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Columbia Mutual Fund. However, Columbia Limited'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.
10.25
Real Value
10.39
Upside
Estimating the potential upside or downside of Columbia Limited Duration 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 Limited more accurately as focusing exclusively on Columbia Limited's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
10.2210.3110.39
Details
Hype
Prediction
LowEstimated ValueHigh
10.0810.2210.36
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.090.090.09
Details

Columbia Limited Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Columbia Limited's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Columbia Limited Duration, and traders can use it to determine the average amount a Columbia Limited'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 = -0.2277

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Estimated Market Risk
 0.14
  actual daily
 
 1 %
of total potential
 
11
Expected Return
 -0.03
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 -0.23
  actual daily
 
 0 %
of total potential
 
00
Based on monthly moving average Columbia Limited is performing at about 0% 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 Limited by adding it to a well-diversified portfolio.

About Columbia Limited Performance

To evaluate Columbia Limited Duration 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 Limited 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 Limited Duration 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 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.

Things to note about Columbia Limited Duration

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

Columbia Limited Alerts

Equity Alerts and Improvement Suggestions

Columbia Limited generated a negative expected return over the last 90 days
Columbia Limited is unlikely to experience financial distress in the next 2 years
Latest headline from www.dividendinvestor.com: AAPL Dividend Announcement 0.0686Share 1222021 - Dividend Investor
The fund holds about 93.05% of its assets under management (AUM) in fixed income securities
Continue to Trending Equities. 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 Insider Screener module to find insiders across different sectors to evaluate their impact on performance.

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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.