COLUMBIA Mutual Fund Manager Performance Evaluation

Mutual Funds USA . 
Fund . COLUMBIA LARGE CAP
GAEGX Fund  USD 42.85  0.66  0.44%   
The fund shows a Beta (market volatility) of -0.0982, 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 LARGE are expected to decrease at a much lower rate. During the bear market, COLUMBIA LARGE is likely to outperform the market. Although it is important to respect COLUMBIA LARGE CAP historical returns, it is better to be realistic regarding the information on the equity's current trending patterns. The approach to 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 reviewing COLUMBIA LARGE CAP technical indicators, you can today evaluate if the expected return of 0.18% will be sustainable into the future.
  

COLUMBIA Performance

10 of 100

Compared to the overall equity markets, risk-adjusted returns on investments in COLUMBIA LARGE CAP are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, COLUMBIA LARGE may actually be approaching a critical reversion point that can send shares even higher in April 2023.
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Fifty Two Week Low39.37
Fifty Two Week High65.83

COLUMBIA LARGE Relative Risk vs. Return Landscape

If you would invest  4,066  in COLUMBIA LARGE CAP on December 26, 2022 and sell it today you would earn a total of  457.00  from holding COLUMBIA LARGE CAP or generate 11.24% return on investment over 90 days. COLUMBIA LARGE CAP is currently producing 0.1799% returns and takes up 1.2697% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than COLUMBIA, and 97% 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 LARGE is expected to generate 1.34 times more return on investment than the market. However, the company is 1.34 times more volatile than its market benchmark. It trades about 0.14 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly -0.05 per unit of risk.

COLUMBIA LARGE Current Valuation

Fairly Valued
Today 45.23
Please note that COLUMBIA LARGE's price fluctuation is very steady at this time.
COLUMBIA LARGE CAP shows a prevailing Real Value of $44.66 per share. The current price of the fund is $45.23. At this time, the entity appears to be fairly valued. We determine the value of COLUMBIA LARGE CAP from reviewing 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, in the future, mutual fund prices and their ongoing real values will blend.
Our valuation method for COLUMBIA LARGE CAP 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 LARGE. Since COLUMBIA LARGE is currently traded on the exchange, buyers and sellers on that exchange determine the market value of COLUMBIA Mutual Fund. However, COLUMBIA LARGE'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.
44.66
Real Value
45.93
Upside
Estimating the potential upside or downside of COLUMBIA LARGE CAP 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 LARGE more accurately as focusing exclusively on COLUMBIA LARGE's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
44.3144.9345.56
Details
Hype
Prediction
LowEstimated ValueHigh
43.9645.2346.50
Details
Naive
Forecast
LowNext ValueHigh
44.6045.8747.14
Details

COLUMBIA LARGE Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for COLUMBIA LARGE's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as COLUMBIA LARGE CAP, and traders can use it to determine the average amount a COLUMBIA LARGE'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 = 0.1417

Best PortfolioBest Equity
Good Returns
Average Returns
Small ReturnsGAEGX
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Estimated Market Risk

 1.27
  actual daily
 11 
89% of assets are more volatile
1111

Expected Return

 0.18
  actual daily
 3 
97% of assets have higher returns
33

Risk-Adjusted Return

 0.14
  actual daily
 10 
90% of assets perform better
1010
Based on monthly moving average COLUMBIA LARGE is performing at about 10% 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 LARGE by adding it to a well-diversified portfolio.

COLUMBIA LARGE Fundamentals Growth

COLUMBIA Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of COLUMBIA LARGE, and COLUMBIA LARGE 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 Earning22.56 X
Price to Book3.86 X
Price to Sales2.57 X
Total Asset5.88 B

About COLUMBIA LARGE Performance

To evaluate COLUMBIA LARGE CAP 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 LARGE generates a 15% return over the last few months, but what if the market is
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