Columbia Ultra Financial Statements From 2010 to 2024
| CUSOX Fund | USD 9.25 0.00 0.00% |
Check Columbia Ultra financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Columbia Ultra'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 Ultra Valuation or Volatility modules.
Columbia |
Columbia Ultra Short Mutual Fund Three Year Return Analysis
Columbia Ultra'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 Ultra Three Year Return | 3.89 % |
Most of Columbia Ultra'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 Ultra Short 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 Ultra Short has a Three Year Return of 3.8906%. This is much higher than that of the Columbia Threadneedle family and significantly higher than that of the Ultrashort Bond category. The three year return for all United States funds is notably lower than that of the firm.
Columbia Ultra Short Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Columbia Ultra's current stock value. Our valuation model uses many indicators to compare Columbia Ultra value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Columbia Ultra competition to find correlations between indicators driving Columbia Ultra's intrinsic value. More Info.Columbia Ultra Short 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 2,633 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 Ultra's earnings, one of the primary drivers of an investment's value.About Columbia Ultra Financial Statements
Columbia Ultra investors use historical fundamental indicators, such as Columbia Ultra'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 Ultra. 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 a diversified portfolio of domestic debt securities of investment grade quality. Debt securities may be issued by governments, companies or special purpose entities and may include notes, bonds, debentures and commercial paper. Under normal circumstances, the funds dollar weighted average effective maturity will be two years or less, and its duration will be one year or less.
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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 Ultra 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 Ultra security.
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