Columbia Balanced Fund Price on December 3, 2024
| CBALX Fund | USD 52.58 3.41 6.09% |
Below is the normalized historical share price chart for Columbia Balanced Fund extending back to January 16, 1992. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Columbia Balanced stands at 52.58, as last reported on the 11th of December 2024, with the highest price reaching 52.58 and the lowest price hitting 52.58 during the day.
If you're considering investing in Columbia Mutual Fund, it is important to understand the factors that can impact its price. Columbia Balanced secures Sharpe Ratio (or Efficiency) of -0.0321, which signifies that the fund had a -0.0321% return per unit of risk over the last 3 months. Columbia Balanced Fund exposes twenty-eight different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please confirm Columbia Balanced's Mean Deviation of 0.4148, downside deviation of 1.27, and Risk Adjusted Performance of 0.0044 to double-check the risk estimate we provide.
Columbia Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Columbia |
Sharpe Ratio = -0.0321
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CBALX |
Estimated Market Risk
| 0.88 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Columbia Balanced is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Columbia Balanced by adding Columbia Balanced to a well-diversified portfolio.
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Columbia Balanced Valuation on December 3, 2024
It is possible to determine the worth of Columbia Balanced on a given historical date. On December 3, 2024 Columbia was worth 55.54 at the beginning of the trading date compared to the closed value of 55.54. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Columbia Balanced mutual fund. Still, in general, we apply an absolute valuation method to find Columbia Balanced's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Columbia Balanced where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Columbia Balanced's related companies.
| Open | High | Low | Close | Volume | |
| 55.55 | 55.55 | 55.55 | 55.55 | 1.00 | |
12/03/2024 | 55.54 | 55.54 | 55.54 | 55.54 | 1.00 |
| 55.90 | 55.90 | 55.90 | 55.90 | 1.00 |
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Columbia Balanced Trading Date Momentum on December 3, 2024
| On December 04 2024 Columbia Balanced Fund was traded for 55.90 at the closing time. The highest daily price throughout the period was 55.90 and the lowest price was 55.90 . There was no trading activity during the period 1.0. Lack of trading volume on 12/04/2024 added to the next day price jump. The overall trading delta to closing price of the next trading day was 0.65% . The overall trading delta to current closing price is 5.33% . |
Columbia Balanced Fundamentals Correlations and Trends
By evaluating Columbia Balanced's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Columbia Balanced's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Columbia financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Columbia Balanced Mutual Fund history
Columbia Balanced investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Columbia is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Columbia Balanced will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Columbia Balanced stock prices may prove useful in developing a viable investing in Columbia Balanced
Under normal circumstances, the fund invests in a mix of equity and debt securities. Its assets are allocated among equity and debt securities based on an assessment of the relative risks and returns of each asset class. The fund generally will invest between 35 percent and 65 percent of its net assets in each asset class, and in any event will invest at least 25 percent and no more than 75 percent of its net assets in each asset class under normal circumstances.
Columbia Balanced Mutual Fund Technical Analysis
Columbia Balanced technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Columbia Balanced Period Price Range
Low | December 11, 2024
| High |
0.00 | 0.00 |
Columbia Balanced Fund cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Columbia Balanced December 11, 2024 Market Strength
Market strength indicators help investors to evaluate how Columbia Balanced mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Columbia Balanced shares will generate the highest return on investment. By undertsting and applying Columbia Balanced mutual fund market strength indicators, traders can identify Columbia Balanced Fund entry and exit signals to maximize returns
Columbia Balanced Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Columbia Balanced's price direction in advance. Along with the technical and fundamental analysis of Columbia Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Columbia to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.0044 | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.14) | |||
| Sortino Ratio | (0.1) | |||
| Treynor Ratio | (0.06) |
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in Columbia Mutual Fund
Columbia Balanced 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 Balanced security.
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