Columbia Short Competition

Mutual Funds . USA . 
Fund . Columbia Short Term
CNNRX Fund  USD 10.16  0.01  0.1%   
Columbia Short Term competes with Columbia Porate, Columbia Ultra, Columbia Ultra, Columbia Treasury, and Multi-manager Directional; as well as few others. The fund is listed under Muni National Short category and is part of Columbia family. Analyzing Columbia Short 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 Short to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Columbia Short 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 Short competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
10.0510.1610.27
Details
Intrinsic
Valuation
LowRealHigh
9.239.3411.18
Details
Naive
Forecast
LowNextHigh
10.0310.1410.25
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
10.1310.1510.16
Details

Columbia Short Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Columbia Short 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 Short Term does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
CUTYX
+ 1.0
CUTRX
CDDRX
+ 1.0
CDDYX
CUTRX
+ 0.95
SRINX
CUTYX
+ 0.95
SRINX
CUSBX
+ 0.95
CUSHX
CUURX
+ 0.93
CDAZX
  
High negative correlations   
CUVRX
- 0.84
CDAZX
CUTYX
- 0.82
CDAZX
CDAZX
- 0.82
CUTRX
CUVRX
- 0.75
CUSBX
CUTYX
- 0.75
CUSBX
CUTRX
- 0.75
CUSBX

Risk-Adjusted Indicators

There is a big difference between COLUMBIA Mutual Fund performing well and Columbia Short 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 Short'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
SRINX  0.22 (0.01)(0.40) 2.23  0.27 
(0.27)
 0.44 
(0.54)
 1.42 
CUSHX  0.05  0.01  0.00 (1.34) 0.00 
 0.00 
 0.11 
 0.00 
 0.66 
CUSBX  0.05  0.02  0.00 (0.53) 0.00 
 0.00 
 0.11 
 0.00 
 0.66 
CUTRX  0.22 (0.01) 0.00  0.27  0.00 
 0.00 
 0.50 
(0.60)
 1.32 
CDAZX  0.52  0.08  0.04  0.26  0.23 
(0.67)
 1.41 
(0.81)
 4.35 
CUURX  0.87  0.00  0.04  0.13  0.77 
(1.00)
 2.04 
(1.42)
 6.21 
CUTYX  0.22 (0.01) 0.00  0.31  0.00 
 0.00 
 0.49 
(0.60)
 1.30 
CUVRX  0.30 (0.06) 0.00  2.29  0.00 
 0.00 
 0.59 
(0.73)
 2.13 
CDDYX  0.45 (0.01)(0.09) 0.12  0.33 
(0.54)
 0.92 
(0.85)
 2.91 
CDDRX  0.46 (0.01)(0.09) 0.11  0.33 
(0.53)
 0.95 
(0.83)
 2.92 
All Fundamental Data

Columbia Short Competitive Analysis

The better you understand Columbia Short competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Columbia Short'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 Short'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
CNNRX SRINX CUSHX CUSBX CUTRX CDAZX CUURX CUTYX CUVRX CDDYX
 0.1 
 10.16 
COLUMBIA
 0.44 
 9.23 
Columbia
 0.00 
 9.26 
Columbia
 0.00 
 9.26 
Columbia
 0.30 
 9.93 
Columbia
 0.24 
 8.30 
Multi-manager
 0.44 
 58.73 
Columbia
 0.30 
 10.00 
Columbia
 0.00 
 17.61 
Columbia
 0.16 
 37.00 
Columbia
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Insignificant
Very Weak
Good
Solid
Very Weak
Solid
Good
Very Weak
Very Weak
Good
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Over Valued
Fairly Valued
Fairly Valued
Over Valued
Over Valued
Under Valued
Over Valued
Over Valued
Fairly Valued
Fairly 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)
Strong Sell
Sell
Sell
Sell
Sell
Strong Buy
Strong Hold
Sell
Cautious Hold
Strong Hold
Net Asset
1.04 B
1.44 B
1.3 B
1.3 B
922.81 M
289.32 M
693.95 M
922.81 M
1.83 B
12.29 B
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
100
N/A
N/A
2 K
1000 K
Price To Book
N/A
512.82
N/A
N/A
N/A
N/A
1.17
N/A
N/A
2.55
Five Year Return
1.25
1.37
2.87
2.87
-0.87
8.38
13.98
-0.87
-1.21
12.27
One Year Return
4.45
8.41
6.36
6.38
4.65
25.77
31.5
4.64
8.52
25.79
Last Dividend Paid
0.01
0.02
N/A
N/A
0.01
N/A
0.08
0.01
0.04
0.11
Price To Earning
N/A
N/A
N/A
N/A
N/A
N/A
17.73
N/A
N/A
16.98
Price To Sales
N/A
N/A
N/A
N/A
N/A
N/A
0.73
N/A
N/A
1.8
Cash Position Weight
11.82
3.85
2.94
2.94
0.31
37.25
2.16
0.25
4.32
1.85
Equity Positions Weight
N/A
N/A
N/A
N/A
N/A
62.34
97.84
N/A
N/A
98.15
Three Year Return
1.19
-1.27
4.07
4.08
-2.74
10.56
7.85
-2.72
-4.07
9.18
Annual Yield
9.0E-4
0.0436
0.0017
0.0017
0.0114
0.0116
0.0061
0.0014
0.0192
0.0176
Year To Date Return
2.62
3.1
5.48
5.51
0.77
22.9
15.49
0.79
2.06
19.86
Bond Positions Weight
88.18
9.36
12.73
12.73
99.69
N/A
N/A
N/A
95.5
N/A
Ten Year Return
1.27
5.59
1.2
1.21
3.35
N/A
6.33
3.36
4.06
11.96
Day Typical Price
10.16
9.23
9.26
9.26
9.93
8.3
58.73
10.0
17.61
37.0
Daily Balance Of Power
9.2 T
9.2 T
0.0
0.0
9.2 T
9.2 T
9.2 T
9.2 T
0.0
9.2 T
Period Momentum Indicator
0.01
0.04
N/A
N/A
0.03
0.02
0.26
0.03
N/A
0.06
Rate Of Daily Change
1.0
1.0
1.0
1.0
1.0
1.0
1.0
1.0
1.0
1.0
Day Median Price
10.16
9.23
9.26
9.26
9.93
8.3
58.73
10.0
17.61
37.0
Price Action Indicator
0.005
0.02
N/A
N/A
0.015
0.01
0.13
0.015
N/A
0.03
Relative Strength Index
55.8
56.56
95.88
98.39
46.02
83.23
76.3
46.58
30.21
69.05
Coefficient Of Variation
1080.0
8141.55
425.93
417.96
(2,558)
435.73
675.43
(2,332)
(760.63)
641.67
Mean Deviation
0.0665
0.2208
0.0479
0.0454
0.2153
0.5161
0.8693
0.2218
0.2951
0.4533
Jensen Alpha
0.005
(0.01)
0.0144
0.0163
(0.01)
0.0762
(0)
(0.01)
(0.06)
(0.01)
Total Risk Alpha
(0.02)
(0.06)
(0)
(0)
(0.07)
0.0342
(0.03)
(0.07)
(0.13)
(0.02)
Sortino Ratio
(0.59)
(0.40)
N/A
N/A
N/A
0.0447
0.041
N/A
N/A
(0.09)
Downside Variance
0.0465
0.1126
N/A
N/A
N/A
0.3034
0.9539
N/A
N/A
0.2802
Standard Deviation
0.1138
0.3048
0.0985
0.0967
0.2996
0.7068
1.2
0.3058
0.399
0.5934
Kurtosis
4.82
1.47
17.23
18.77
0.9423
2.66
3.08
0.8609
1.68
1.97
Potential Upside
0.197
0.4391
0.1091
0.1091
0.5
1.41
2.04
0.4936
0.593
0.9151
Treynor Ratio
(0.02)
2.23
(1.34)
(0.53)
0.2661
0.2554
0.1256
0.3119
2.29
0.1152
Maximum Drawdown
0.6926
1.42
0.6571
0.6571
1.32
4.35
6.21
1.3
2.13
2.91
Variance
0.013
0.0929
0.0097
0.0093
0.0898
0.4996
1.44
0.0935
0.1592
0.3521
Market Risk Adjusted Performance
(0.01)
2.24
(1.33)
(0.52)
0.2761
0.2654
0.1356
0.3219
2.3
0.1252
Risk Adjusted Performance
0.0136
(0.01)
0.1119
0.1138
(0.05)
0.1746
0.1168
(0.05)
(0.11)
0.1162
Skewness
(0.70)
0.1215
3.97
4.23
(0.21)
0.9578
0.9808
(0.36)
(0.48)
0.7128
Semi Deviation
0.0
0.2705
N/A
N/A
N/A
0.2332
0.7659
N/A
N/A
0.3283
Information Ratio
(1.12)
(0.44)
(1.16)
(1.18)
(0.50)
0.0348
0.0334
(0.49)
(0.48)
(0.08)
Value At Risk
(0.1)
(0.54)
N/A
N/A
(0.60)
(0.81)
(1.42)
(0.60)
(0.73)
(0.85)
Expected Short fall
(0.14)
(0.27)
N/A
N/A
N/A
(0.67)
(1.00)
N/A
N/A
(0.54)
Downside Deviation
0.2157
0.3355
N/A
N/A
N/A
0.5508
0.9767
N/A
N/A
0.5294
Semi Variance
(0)
0.0732
N/A
N/A
N/A
0.0544
0.5866
N/A
N/A
0.1077

Columbia Short Competition Performance Charts

Five steps to successful analysis of Columbia Short Competition

Columbia Short'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 Short Term in relation to its competition. Columbia Short's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Columbia Short 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 Short's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Columbia Short Term, 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 Short position

In addition to having Columbia Short 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 Electronics Thematic Idea Now

Electronics
Electronics Theme
Companies manufacturing electronic appliances and goods. The Electronics 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 Electronics Theme or any other thematic opportunities.
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Other Information on Investing in COLUMBIA Mutual Fund

Columbia Short 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 Short security.
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