Columbia Ultra Financials
| CUSBX Fund | USD 9.26 0.00 0.00% |
Columbia |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Columbia Ultra Fund Summary
Columbia Ultra competes with Touchstone Large, Enhanced, Goldman Sachs, Tax-managed, and Legg Mason. 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.Specialization | Ultrashort Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Columbia Funds Series |
| Mutual Fund Family | Columbia |
| Mutual Fund Category | Ultrashort Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 345 6611 |
| Currency | USD - US Dollar |
Columbia Financial Ratios 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 3,239 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.Columbia Ultra Short Systematic Risk
Columbia Ultra's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Columbia Ultra volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Columbia Ultra Short correlated with the market. If Beta is less than 0 Columbia Ultra generally moves in the opposite direction as compared to the market. If Columbia Ultra Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Columbia Ultra Short is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Columbia Ultra is generally in the same direction as the market. If Beta > 1 Columbia Ultra moves generally in the same direction as, but more than the movement of the benchmark.
Columbia Ultra November 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Columbia Ultra help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Columbia Ultra Short. We use our internally-developed statistical techniques to arrive at the intrinsic value of Columbia Ultra Short based on widely used predictive technical indicators. In general, we focus on analyzing Columbia Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Columbia Ultra's daily price indicators and compare them against related drivers.
| Information Ratio | (1.11) | |||
| Maximum Drawdown | 0.6571 | |||
| Potential Upside | 0.1091 |
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.
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes |