Columbia Conservative 529 Fund Net Asset
| CNETX Fund | USD 21.53 0.03 0.14% |
As of the 5th of March, Columbia Conservative shows the Mean Deviation of 0.0848, downside deviation of 0.1497, and Risk Adjusted Performance of 0.0191. Our technical analysis interface gives you tools to check existing technical drivers of Columbia Conservative 529, as well as the relationship between them.
Columbia Conservative's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Columbia Conservative's valuation are provided below:Columbia Conservative 529 does not presently have any fundamental signals for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Columbia |
Columbia Conservative 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Columbia Conservative's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Columbia Conservative.
| 12/05/2025 |
| 03/05/2026 |
If you would invest 0.00 in Columbia Conservative on December 5, 2025 and sell it all today you would earn a total of 0.00 from holding Columbia Conservative 529 or generate 0.0% return on investment in Columbia Conservative over 90 days. Columbia Conservative is related to or competes with Vanguard Total, Vanguard 500, Vanguard Total, Vanguard Total, Vanguard Total, Vanguard Total, and Vanguard Total. Columbia Conservative is entity of United States More
Columbia Conservative Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Columbia Conservative's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Columbia Conservative 529 upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.1497 | |||
| Information Ratio | (0.29) | |||
| Maximum Drawdown | 0.5609 | |||
| Value At Risk | (0.19) | |||
| Potential Upside | 0.1876 |
Columbia Conservative Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Columbia Conservative's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Columbia Conservative's standard deviation. In reality, there are many statistical measures that can use Columbia Conservative historical prices to predict the future Columbia Conservative's volatility.| Risk Adjusted Performance | 0.0191 | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | (0.22) | |||
| Treynor Ratio | 0.0174 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Columbia Conservative'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.
Columbia Conservative March 5, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0191 | |||
| Market Risk Adjusted Performance | 0.0274 | |||
| Mean Deviation | 0.0848 | |||
| Semi Deviation | 0.0399 | |||
| Downside Deviation | 0.1497 | |||
| Coefficient Of Variation | 998.16 | |||
| Standard Deviation | 0.1135 | |||
| Variance | 0.0129 | |||
| Information Ratio | (0.29) | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | (0.22) | |||
| Treynor Ratio | 0.0174 | |||
| Maximum Drawdown | 0.5609 | |||
| Value At Risk | (0.19) | |||
| Potential Upside | 0.1876 | |||
| Downside Variance | 0.0224 | |||
| Semi Variance | 0.0016 | |||
| Expected Short fall | (0.1) | |||
| Skewness | (0.66) | |||
| Kurtosis | 1.25 |
Columbia Conservative 529 Backtested Returns
At this stage we consider Columbia Mutual Fund to be very steady. Columbia Conservative 529 secures Sharpe Ratio (or Efficiency) of 0.12, which signifies that the fund had a 0.12 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Columbia Conservative 529, which you can use to evaluate the volatility of the entity. Please confirm Columbia Conservative's Risk Adjusted Performance of 0.0191, downside deviation of 0.1497, and Mean Deviation of 0.0848 to double-check if the risk estimate we provide is consistent with the expected return of 0.0138%. The fund shows a Beta (market volatility) of 0.0786, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Columbia Conservative's returns are expected to increase less than the market. However, during the bear market, the loss of holding Columbia Conservative is expected to be smaller as well.
Auto-correlation | 0.80 |
Very good predictability
Columbia Conservative 529 has very good predictability. Overlapping area represents the amount of predictability between Columbia Conservative time series from 5th of December 2025 to 19th of January 2026 and 19th of January 2026 to 5th of March 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Columbia Conservative 529 price movement. The serial correlation of 0.8 indicates that around 80.0% of current Columbia Conservative price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.8 | |
| Spearman Rank Test | 0.82 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Based on the recorded statements, Columbia Conservative 529 has a Net Asset of 0.0. This is 100.0% lower than that of the Category family and 100.0% lower than that of the Family category. The net asset for all United States funds is 100.0% higher than that of the company.
Columbia Net Asset Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Columbia Conservative's direct or indirect competition against its Net Asset to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Columbia Conservative could also be used in its relative valuation, which is a method of valuing Columbia Conservative by comparing valuation metrics of similar companies.Columbia Conservative is currently under evaluation in net asset among similar funds.
About Columbia Conservative Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Columbia Conservative 529's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Columbia Conservative using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Columbia Conservative 529 based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
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 Conservative 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 Conservative security.
| AI Portfolio Prophet Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal |