Columbia Growth 529 Fund Manager Performance Evaluation

CGSCX Fund  USD 60.16  0.20  0.33%   
The fund shows a Beta (market volatility) of 0.15, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Columbia Growth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Columbia Growth is expected to be smaller as well.

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Columbia Growth 529 are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Columbia Growth is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Vanguard Funds, Others Are Issuing Capital Gains 2025. This Is Gonna Hurt. - Barrons
11/17/2025
  

Columbia Growth Relative Risk vs. Return Landscape

If you would invest  5,790  in Columbia Growth 529 on October 30, 2025 and sell it today you would earn a total of  226.00  from holding Columbia Growth 529 or generate 3.9% return on investment over 90 days. Columbia Growth 529 is currently producing 0.0657% returns and takes up 0.6089% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Columbia, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Columbia Growth is expected to generate 0.81 times more return on investment than the market. However, the company is 1.24 times less risky than the market. It trades about 0.11 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.07 per unit of risk.
Below is the normalized historical share price chart for Columbia Growth 529 extending back to October 29, 2013. 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 Growth stands at 60.16, as last reported on the 28th of January, with the highest price reaching 60.16 and the lowest price hitting 60.16 during the day.
 
Yuan Drop
 
Covid
 
Interest Hikes

Columbia Growth Target Price Odds to finish over Current Price

The tendency of Columbia Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 60.16 90 days 60.16 
nearly 4.46
Based on a normal probability distribution, the odds of Columbia Growth to move above the current price in 90 days from now is nearly 4.46 (This Columbia Growth 529 probability density function shows the probability of Columbia Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Columbia Growth has a beta of 0.15 suggesting as returns on the market go up, Columbia Growth average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Columbia Growth 529 will be expected to be much smaller as well. Additionally Columbia Growth 529 has an alpha of 0.0448, implying that it can generate a 0.0448 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Columbia Growth Price Density   
       Price  

Predictive Modules for Columbia Growth

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Columbia Growth 529. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Columbia Growth's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
59.5160.1260.73
Details
Intrinsic
Valuation
LowRealHigh
59.0159.6260.23
Details
Naive
Forecast
LowNextHigh
59.5760.1860.79
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
58.6159.5560.48
Details

Columbia Growth Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Columbia Growth is not an exception. The market had few large corrections towards the Columbia Growth's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Columbia Growth 529, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Columbia Growth within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.04
β
Beta against Dow Jones0.15
σ
Overall volatility
1.00
Ir
Information ratio -0.02

About Columbia Growth Performance

Evaluating Columbia Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Columbia Growth has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Columbia Growth has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Columbia Growth is entity of United States. It is traded as Fund on NMFQS exchange.

Things to note about Columbia Growth 529 performance evaluation

Checking the ongoing alerts about Columbia Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Columbia Growth 529 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Evaluating Columbia Growth's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Columbia Growth's mutual fund performance include:
  • Analyzing Columbia Growth's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Columbia Growth's stock is overvalued or undervalued compared to its peers.
  • Examining Columbia Growth's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Columbia Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Columbia Growth's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Columbia Growth's mutual fund. These opinions can provide insight into Columbia Growth's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Columbia Growth's mutual fund performance is not an exact science, and many factors can impact Columbia Growth's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Columbia Mutual Fund

Columbia Growth 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 Growth security.
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