Columbia Minnesota Financial Statements From 2010 to 2024
| CLONX Fund | USD 19.78 0.00 0.00% |
Check Columbia Minnesota financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Columbia Minnesota'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 Minnesota Valuation or Volatility modules.
Columbia |
Columbia Minnesota Tax Exempt Mutual Fund Three Year Return Analysis
Columbia Minnesota'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 Minnesota Three Year Return | (1.15) % |
Most of Columbia Minnesota'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 Minnesota Tax Exempt 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 Minnesota Tax Exempt has a Three Year Return of -1.1539%. This is 107.89% lower than that of the Columbia family and significantly lower than that of the Muni Minnesota category. The three year return for all United States funds is notably higher than that of the company.
Columbia Minnesota Tax Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Columbia Minnesota's current stock value. Our valuation model uses many indicators to compare Columbia Minnesota value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Columbia Minnesota competition to find correlations between indicators driving Columbia Minnesota's intrinsic value. More Info.Columbia Minnesota Tax Exempt 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 307.45 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 Minnesota's earnings, one of the primary drivers of an investment's value.About Columbia Minnesota Financial Statements
Columbia Minnesota investors use historical fundamental indicators, such as Columbia Minnesota'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 Minnesota. Please read more on our technical analysis and fundamental analysis pages.
Under normal market circumstances, the fund invests at least 80 percent of its net assets in municipal obligations that are generally exempt from U.S. federal income tax as well as from Minnesota State and local income tax. It may invest in debt instruments of any maturity and does not seek to maintain a particular dollar-weighted average maturity. The fund is non-diversified.
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 Minnesota 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 Minnesota security.
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |