Columbia Limited Financial Statements From 2010 to 2025
| CLDYX Fund | USD 9.86 0.01 0.10% |
Check Columbia Limited financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Columbia Limited's main balance sheet or income statement drivers, such as , as well as many indicators such as . Columbia financial statements analysis is a perfect complement when working with Columbia Limited Valuation or Volatility modules.
Columbia |
Columbia Limited Duration Mutual Fund Three Year Return Analysis
Columbia Limited's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Columbia Limited Three Year Return | 2.89 % |
Most of Columbia Limited's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Columbia Limited Duration is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Columbia Limited Duration has a Three Year Return of 2.8896%. This is 80.25% lower than that of the Columbia family and significantly higher than that of the Short-Term Bond category. The three year return for all United States funds is notably lower than that of the firm.
Columbia Limited Duration Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Columbia Limited's current stock value. Our valuation model uses many indicators to compare Columbia Limited value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Columbia Limited competition to find correlations between indicators driving Columbia Limited's intrinsic value. More Info.Columbia Limited Duration is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 564.19 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Columbia Limited's earnings, one of the primary drivers of an investment's value.About Columbia Limited Financial Statements
Columbia Limited investors use historical fundamental indicators, such as Columbia Limited's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Columbia Limited. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of its net assets in corporate bonds. It primarily invests in debt securities with short- and intermediate-term maturities generally similar to those included in the funds benchmark index, the Bloomberg U.S. 1-5 Year Corporate Index .
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Columbia Mutual Fund
Columbia Limited 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 Limited security.
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |