Columbia Small Cap Fund Key Fundamental Indicators
| CSIIX Fund | USD 9.40 0.01 0.11% |
As of the 19th of February, Columbia Small shows the Downside Deviation of 0.7327, risk adjusted performance of 0.1483, and Mean Deviation of 0.5553. Columbia Small Cap technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the entity's future prices.
Columbia Small'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 Small's valuation are provided below:Columbia Small Cap 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 Small '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 Small'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 Small.
| 11/21/2025 |
| 02/19/2026 |
If you would invest 0.00 in Columbia Small on November 21, 2025 and sell it all today you would earn a total of 0.00 from holding Columbia Small Cap or generate 0.0% return on investment in Columbia Small over 90 days. Columbia Small is related to or competes with Copeland Risk, Copeland Risk, Copeland Smid, Copeland Smid. The fund is primarily composed of common stocks, American Depositary Receipts , real estate investment trusts of interna... More
Columbia Small 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 Small'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 Small Cap upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.7327 | |||
| Information Ratio | 0.1238 | |||
| Maximum Drawdown | 3.57 | |||
| Value At Risk | (1.05) | |||
| Potential Upside | 1.15 |
Columbia Small Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Columbia Small's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Columbia Small's standard deviation. In reality, there are many statistical measures that can use Columbia Small historical prices to predict the future Columbia Small's volatility.| Risk Adjusted Performance | 0.1483 | |||
| Jensen Alpha | 0.1038 | |||
| Total Risk Alpha | 0.0923 | |||
| Sortino Ratio | 0.1214 | |||
| Treynor Ratio | 0.2114 |
Columbia Small February 19, 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 | 0.1483 | |||
| Market Risk Adjusted Performance | 0.2214 | |||
| Mean Deviation | 0.5553 | |||
| Semi Deviation | 0.4979 | |||
| Downside Deviation | 0.7327 | |||
| Coefficient Of Variation | 529.95 | |||
| Standard Deviation | 0.7188 | |||
| Variance | 0.5167 | |||
| Information Ratio | 0.1238 | |||
| Jensen Alpha | 0.1038 | |||
| Total Risk Alpha | 0.0923 | |||
| Sortino Ratio | 0.1214 | |||
| Treynor Ratio | 0.2114 | |||
| Maximum Drawdown | 3.57 | |||
| Value At Risk | (1.05) | |||
| Potential Upside | 1.15 | |||
| Downside Variance | 0.5368 | |||
| Semi Variance | 0.2479 | |||
| Expected Short fall | (0.61) | |||
| Skewness | 0.0607 | |||
| Kurtosis | 0.0065 |
Columbia Small Cap Backtested Returns
At this stage we consider Columbia Mutual Fund to be very steady. Columbia Small Cap secures Sharpe Ratio (or Efficiency) of 0.29, which signifies that the fund had a 0.29 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Columbia Small Cap, which you can use to evaluate the volatility of the entity. Please confirm Columbia Small's Mean Deviation of 0.5553, risk adjusted performance of 0.1483, and Downside Deviation of 0.7327 to double-check if the risk estimate we provide is consistent with the expected return of 0.19%. The fund shows a Beta (market volatility) of 0.59, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Columbia Small's returns are expected to increase less than the market. However, during the bear market, the loss of holding Columbia Small is expected to be smaller as well.
Auto-correlation | 0.75 |
Good predictability
Columbia Small Cap has good predictability. Overlapping area represents the amount of predictability between Columbia Small time series from 21st of November 2025 to 5th of January 2026 and 5th of January 2026 to 19th of February 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 Small Cap price movement. The serial correlation of 0.75 indicates that around 75.0% of current Columbia Small price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.75 | |
| Spearman Rank Test | 0.78 | |
| Residual Average | 0.0 | |
| Price Variance | 0.02 |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
| Competition |
In accordance with the recently published financial statements, Columbia Small Cap has an Annual Yield of 0.0156%. This is much higher than that of the Copeland Funds family and significantly higher than that of the Foreign Small/Mid Growth category. The annual yield for all United States funds is notably lower than that of the firm.
Columbia Small Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Columbia Small's current stock value. Our valuation model uses many indicators to compare Columbia Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Columbia Small competition to find correlations between indicators driving Columbia Small's intrinsic value. More Info.Columbia Small Cap is second largest fund in price to earning among similar funds. It also is second largest fund in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Columbia Small Cap is roughly 10.44 . 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 Small's earnings, one of the primary drivers of an investment's value.Columbia Annual Yield Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Columbia Small's direct or indirect competition against its Annual Yield 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 Small could also be used in its relative valuation, which is a method of valuing Columbia Small by comparing valuation metrics of similar companies.Columbia Small is second largest fund in annual yield among similar funds.
Columbia Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Columbia Small's current stock value. Our valuation model uses many indicators to compare Columbia Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Columbia Small competition to find correlations between indicators driving Columbia Small's intrinsic value. More Info.Columbia Small Cap is second largest fund in price to earning among similar funds. It also is second largest fund in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Columbia Small Cap is roughly 10.44 . 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 Small's earnings, one of the primary drivers of an investment's value.Columbia Fundamentals
| Price To Earning | 19.73 X | ||||
| Price To Book | 1.89 X | ||||
| Price To Sales | 0.91 X | ||||
| Total Asset | 400.83 K | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 6.57 % | ||||
| One Year Return | 22.29 % | ||||
| Three Year Return | 7.95 % | ||||
| Five Year Return | 2.55 % | ||||
| Ten Year Return | 7.23 % | ||||
| Net Asset | 529.37 K | ||||
| Minimum Initial Investment | 5 K | ||||
| Last Dividend Paid | 0.22 | ||||
| Holdings Turnover | 19.00 % |
About Columbia Small Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Columbia Small Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Columbia Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Columbia Small Cap 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.The fund is primarily composed of common stocks, American Depositary Receipts , real estate investment trusts of international companies or entities, Master Limited Partnerships and cash equivalents. Under normal market conditions, the fund invests at least 80 percent of its net assets in securities that pay a dividend and also have increased their dividend in the past 12 months or that the adviser expects to raise the dividend in the next 12 months.
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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 Small 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 Small security.
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