Columbia Income Competition

Mutual Funds . USA . 
Fund . Columbia Income Opportunities
AIOAX Fund  USD 8.82  0.01  0.11%   
Columbia Income Oppo competes with Columbia Ultra, Columbia Integrated, Columbia Integrated, Columbia Integrated, and Columbia Select; as well as few others. The fund is listed under High Yield Bond category and is part of Columbia Threadneedle family. Analyzing Columbia Income competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Columbia Income to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Columbia Income Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Columbia Income competition on your existing holdings.
  
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Hype
Prediction
LowEstimatedHigh
8.698.828.95
Details
Intrinsic
Valuation
LowRealHigh
8.688.818.94
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Columbia Income. Your research has to be compared to or analyzed against Columbia Income's peers to derive any actionable benefits. When done correctly, Columbia Income's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Columbia Income Oppo.

Columbia Income Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Columbia Income and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Columbia and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Columbia Income Oppo does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
ILGGX
+ 1.0
ILGCX
ILGJX
+ 1.0
ILGCX
ILGJX
+ 1.0
ILGGX
ILVFX
+ 1.0
ILVBX
IMNTX
+ 0.94
LHIAX
ILGCX
+ 0.77
CUSOX
  
High negative correlations   
LHIAX
- 0.2
CUSOX
LHIAX
- 0.18
SSCVX
IMNTX
- 0.16
SSCVX
IMRFX
- 0.16
CUSOX
IMRFX
- 0.14
SSCVX
IMRFX
- 0.13
ILVFX

Risk-Adjusted Indicators

There is a big difference between Columbia Mutual Fund performing well and Columbia Income Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Columbia Income's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
CUSOX  0.04  0.00  0.00  0.00  0.00 
 0.00 
 0.11 
(0.11)
 0.54 
ILGCX  0.83 (0.06)(0.03) 0.04  2.29 
(0.68)
 1.49 
(1.53)
 12.57 
ILGGX  0.82 (0.06)(0.03) 0.04  2.24 
(0.68)
 1.48 
(1.54)
 12.36 
ILGJX  0.82 (0.06)(0.03) 0.04  2.30 
(0.68)
 1.48 
(1.53)
 12.33 
SSCVX  1.03 (0.25) 0.00 (0.05) 0.00 
 0.00 
 1.88 
(1.20)
 22.50 
ILVBX  1.11 (0.48) 0.00 (0.31) 0.00 
 0.00 
 1.17 
(0.81)
 35.66 
ILVFX  1.09 (0.48) 0.00 (0.31) 0.00 
 0.00 
 1.16 
(0.81)
 35.45 
LHIAX  0.21 (0.01) 0.00  0.15  0.00 
 0.00 
 0.43 
(0.53)
 2.04 
IMNTX  0.18  0.00 (0.27) 0.08  0.32 
(0.20)
 0.40 
(0.50)
 1.83 
IMRFX  0.36 (0.02)(0.19) 0.05  0.41 
(0.38)
 0.72 
(0.71)
 2.18 
All Fundamental Data

Columbia Income Competitive Analysis

The better you understand Columbia Income competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Columbia Income's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Columbia Income's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
AIOAX CUSOX ILGCX ILGGX ILGJX SSCVX ILVBX ILVFX LHIAX IMNTX
 0.11 
 8.82 
Columbia
 0.11 
 9.26 
Columbia
 0.87 
 21.75 
Columbia
 0.84 
 22.34 
Columbia
 0.88 
 22.43 
Columbia
 0.59 
 18.46 
Columbia
 0.57 
 10.42 
Columbia
 0.47 
 10.54 
Columbia
 0.64 
 9.35 
Columbia
 0.55 
 19.90 
Columbia
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Not too volatile
Somewhat reliable
Somewhat reliable
Very steady
Very steady
Market Performance
(90 Days Performance)
Insignificant
Good
Weak
Weak
Weak
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Under Valued
Under Valued
Under Valued
Over Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Cautious Hold
Strong Hold
Strong Hold
Strong Hold
Strong Hold
Strong Hold
Strong Hold
Strong Hold
Cautious Hold
Cautious Hold
Net Asset
697.19 M
1.4 B
280.53 M
246.27 M
273.63 M
478.53 M
189.7 M
185.59 M
521.88 M
548.43 M
Price To Book
5.29
N/A
N/A
N/A
N/A
1.56
N/A
N/A
N/A
N/A
Five Year Return
2.99
2.76
N/A
N/A
N/A
11.1
N/A
N/A
1.43
0.58
One Year Return
9.86
6.24
N/A
N/A
N/A
29.53
N/A
N/A
13.13
7.29
Last Dividend Paid
0.04
N/A
0.04
N/A
0.11
N/A
0.05
N/A
0.03
0.04
Price To Earning
23.65
N/A
N/A
N/A
N/A
15.84
N/A
N/A
N/A
N/A
Price To Sales
0.27
N/A
N/A
N/A
N/A
0.74
N/A
N/A
N/A
N/A
Cash Position Weight
3.3
2.94
1.52
0.89
1.52
1.14
1.08
0.67
0.02
0.04
Equity Positions Weight
0.01
N/A
98.48
99.11
98.48
98.86
98.91
99.33
N/A
N/A
Three Year Return
2.55
4.02
N/A
N/A
N/A
5.75
N/A
N/A
-0.82
-1.01
Annual Yield
0.0543
0.002
1.0E-4
0.0013
0.0019
0.0059
0.0097
0.0116
0.0043
0.0223
Year To Date Return
7.04
5.68
N/A
N/A
N/A
20.13
N/A
N/A
10.16
5.07
Bond Positions Weight
13.67
12.73
N/A
N/A
N/A
N/A
N/A
N/A
6.29
3.15
Ten Year Return
5.79
1.05
N/A
N/A
N/A
7.0
N/A
N/A
4.77
3.91
Day Typical Price
8.82
9.26
21.75
22.34
22.43
18.46
10.42
10.54
9.35
19.9
Daily Balance Of Power
(9,223,372,036,855)
9.2 T
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
Period Momentum Indicator
(0.01)
0.01
(0.19)
(0.19)
(0.20)
(0.11)
(0.06)
(0.05)
(0.06)
(0.11)
Rate Of Daily Change
1.0
1.0
0.99
0.99
0.99
0.99
0.99
1.0
0.99
0.99
Day Median Price
8.82
9.26
21.75
22.34
22.43
18.46
10.42
10.54
9.35
19.9
Price Action Indicator
(0.01)
0.005
(0.1)
(0.1)
(0.10)
(0.06)
(0.03)
(0.03)
(0.03)
(0.06)
Relative Strength Index
58.18
88.82
61.26
59.01
59.08
64.65
73.03
74.55
62.75
69.94
Coefficient Of Variation
1236.71
573.19
3409.2
3069.88
3082.04
(3,221)
(1,160)
(1,171)
(4,620)
15253.47
Mean Deviation
0.0966
0.0397
0.8275
0.8234
0.8233
1.03
1.11
1.09
0.2053
0.1824
Jensen Alpha
(0)
N/A
(0.06)
(0.06)
(0.06)
(0.25)
(0.48)
(0.48)
(0.01)
0.0028
Total Risk Alpha
(0.02)
(0.01)
(0.18)
(0.17)
(0.17)
(0.41)
(0.94)
(0.93)
(0.07)
(0.05)
Sortino Ratio
(0.61)
N/A
(0.03)
(0.03)
(0.03)
N/A
N/A
N/A
N/A
(0.27)
Downside Variance
0.0274
N/A
5.8
5.57
5.61
N/A
N/A
N/A
N/A
0.169
Standard Deviation
0.1289
0.085
1.55
1.53
1.53
2.36
4.09
4.07
0.346
0.3003
Kurtosis
(0.15)
17.4
26.8
25.84
26.01
38.15
62.27
62.33
6.74
6.61
Potential Upside
0.2281
0.1091
1.49
1.48
1.48
1.88
1.17
1.16
0.432
0.4042
Treynor Ratio
0.0094
N/A
0.0373
0.0416
0.0419
(0.05)
(0.31)
(0.31)
0.1513
0.0756
Maximum Drawdown
0.5688
0.5442
12.57
12.36
12.33
22.5
35.66
35.45
2.04
1.83
Variance
0.0166
0.0072
2.4
2.33
2.34
5.56
16.75
16.56
0.1197
0.0902
Market Risk Adjusted Performance
0.0194
N/A
0.0473
0.0516
0.0519
(0.04)
(0.30)
(0.30)
0.1613
0.0856
Risk Adjusted Performance
0.0124
0.0513
0.0266
0.0289
0.0288
(0.02)
(0.05)
(0.05)
(0.03)
(0.01)
Skewness
0.0792
3.74
(4.24)
(4.12)
(4.15)
(5.13)
(7.78)
(7.78)
(1.49)
(1.43)
Semi Deviation
0.0124
N/A
2.29
2.24
2.3
N/A
N/A
N/A
N/A
0.3228
Information Ratio
(0.79)
(1.14)
(0.04)
(0.04)
(0.04)
(0.08)
(0.11)
(0.11)
(0.34)
(0.37)
Value At Risk
(0.23)
(0.11)
(1.53)
(1.54)
(1.53)
(1.20)
(0.81)
(0.81)
(0.53)
(0.50)
Expected Short fall
(0.16)
N/A
(0.68)
(0.68)
(0.68)
N/A
N/A
N/A
N/A
(0.20)
Downside Deviation
0.1654
N/A
2.41
2.36
2.37
N/A
N/A
N/A
N/A
0.4111
Semi Variance
2.0E-4
N/A
5.25
5.04
5.3
N/A
N/A
N/A
N/A
0.1042

Columbia Income Competition Performance Charts

Five steps to successful analysis of Columbia Income Competition

Columbia Income's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Columbia Income Oppo in relation to its competition. Columbia Income's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Columbia Income in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Columbia Income's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Columbia Income Oppo, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Columbia Income position

In addition to having Columbia Income in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Momentum Thematic Idea Now

Momentum
Momentum Theme
Large corporations operating in software, education, financial and car manufacturing industries. The Momentum theme has 40 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Momentum Theme or any other thematic opportunities.
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Other Information on Investing in Columbia Mutual Fund

Columbia Income financial ratios help investors to determine whether Columbia Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Columbia with respect to the benefits of owning Columbia Income security.
Aroon Oscillator
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Portfolio Holdings
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Risk-Return Analysis
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Transaction History
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