Columbia Mortgage Opportunities Fund Manager Performance Evaluation
| CLMAX Fund | USD 8.21 0.03 0.37% |
The fund shows a Beta (market volatility) of -0.0325, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Columbia Mortgage are expected to decrease at a much lower rate. During the bear market, Columbia Mortgage is likely to outperform the market.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Columbia Mortgage Opportunities has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Columbia Mortgage is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of October 2022 | |
| Expense Ratio | 1.0400 |
Columbia |
Columbia Mortgage Relative Risk vs. Return Landscape
If you would invest 830.00 in Columbia Mortgage Opportunities on September 1, 2024 and sell it today you would lose (9.00) from holding Columbia Mortgage Opportunities or give up 1.08% of portfolio value over 90 days. Columbia Mortgage Opportunities is currently producing negative expected returns and takes up 0.3581% volatility of returns over 90 trading days. Put another way, 3% 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 |
Columbia Mortgage Current Valuation
Overvalued
Today
Please note that Columbia Mortgage's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Columbia Mortgage shows a prevailing Real Value of $7.94 per share. The current price of the fund is $8.21. We determine the value of Columbia Mortgage from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Columbia Mortgage is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Columbia Mutual Fund. However, Columbia Mortgage's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 8.21 | Real 7.94 | Hype 8.21 | Naive 8.24 |
The intrinsic value of Columbia Mortgage's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Columbia Mortgage's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Columbia Mortgage Opportunities helps investors to forecast how Columbia mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Columbia Mortgage more accurately as focusing exclusively on Columbia Mortgage's fundamentals will not take into account other important factors: Columbia Mortgage Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Columbia Mortgage's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Columbia Mortgage Opportunities, and traders can use it to determine the average amount a Columbia Mortgage's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0458
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CLMAX |
Estimated Market Risk
| 0.36 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Columbia Mortgage 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 Mortgage by adding Columbia Mortgage to a well-diversified portfolio.
Columbia Mortgage Fundamentals Growth
Columbia Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Columbia Mortgage, and Columbia Mortgage fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Columbia Mutual Fund performance.
| Total Asset | 366.81 M | ||||
About Columbia Mortgage Performance
Evaluating Columbia Mortgage's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Columbia Mortgage 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 Mortgage 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.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in mortgage-related assets. It may invest in debt instruments of any maturity and does not seek to maintain either a particular dollar-weighted average maturity or a particular duration.Things to note about Columbia Mortgage performance evaluation
Checking the ongoing alerts about Columbia Mortgage for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Columbia Mortgage help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Columbia Mortgage generated a negative expected return over the last 90 days | |
| The fund generated three year return of -3.0% | |
| Columbia Mortgage holds about 9.9% of its assets under management (AUM) in cash |
- Analyzing Columbia Mortgage'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 Mortgage's stock is overvalued or undervalued compared to its peers.
- Examining Columbia Mortgage'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 Mortgage's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Columbia Mortgage's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Columbia Mortgage's mutual fund. These opinions can provide insight into Columbia Mortgage's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Columbia Mutual Fund
Columbia Mortgage 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 Mortgage security.
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