Columbia Moderate 529 Fund Market Value
| CSETX Fund | USD 47.07 0.15 0.32% |
| Symbol | Columbia |
Please note, there is a significant difference between Columbia Moderate's value and its price as these two are different measures arrived at by different means. Investors typically determine if Columbia Moderate is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Columbia Moderate's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Columbia Moderate '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 Moderate'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 Moderate.
| 10/27/2025 |
| 01/25/2026 |
If you would invest 0.00 in Columbia Moderate on October 27, 2025 and sell it all today you would earn a total of 0.00 from holding Columbia Moderate 529 or generate 0.0% return on investment in Columbia Moderate over 90 days. Columbia Moderate is related to or competes with Gmo Resources, Invesco Energy, Icon Natural, Fidelity Natural, and Hennessy. Columbia Moderate is entity of United States More
Columbia Moderate 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 Moderate'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 Moderate 529 upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.4551 | |||
| Information Ratio | (0.1) | |||
| Maximum Drawdown | 1.86 | |||
| Value At Risk | (0.61) | |||
| Potential Upside | 0.7227 |
Columbia Moderate Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Columbia Moderate's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Columbia Moderate's standard deviation. In reality, there are many statistical measures that can use Columbia Moderate historical prices to predict the future Columbia Moderate's volatility.| Risk Adjusted Performance | 0.0626 | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.09) | |||
| Treynor Ratio | 0.0603 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Columbia Moderate'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 Moderate January 25, 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 | 0.0626 | |||
| Market Risk Adjusted Performance | 0.0703 | |||
| Mean Deviation | 0.3082 | |||
| Semi Deviation | 0.3325 | |||
| Downside Deviation | 0.4551 | |||
| Coefficient Of Variation | 1034.28 | |||
| Standard Deviation | 0.4028 | |||
| Variance | 0.1622 | |||
| Information Ratio | (0.1) | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.09) | |||
| Treynor Ratio | 0.0603 | |||
| Maximum Drawdown | 1.86 | |||
| Value At Risk | (0.61) | |||
| Potential Upside | 0.7227 | |||
| Downside Variance | 0.2071 | |||
| Semi Variance | 0.1105 | |||
| Expected Short fall | (0.34) | |||
| Skewness | (0.34) | |||
| Kurtosis | 0.2127 |
Columbia Moderate 529 Backtested Returns
At this stage we consider Columbia Mutual Fund to be very steady. Columbia Moderate 529 secures Sharpe Ratio (or Efficiency) of 0.0643, which signifies that the fund had a 0.0643 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Columbia Moderate 529, which you can use to evaluate the volatility of the entity. Please confirm Columbia Moderate's Downside Deviation of 0.4551, risk adjusted performance of 0.0626, and Mean Deviation of 0.3082 to double-check if the risk estimate we provide is consistent with the expected return of 0.026%. The fund shows a Beta (market volatility) of 0.48, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Columbia Moderate's returns are expected to increase less than the market. However, during the bear market, the loss of holding Columbia Moderate is expected to be smaller as well.
Auto-correlation | -0.1 |
Very weak reverse predictability
Columbia Moderate 529 has very weak reverse predictability. Overlapping area represents the amount of predictability between Columbia Moderate time series from 27th of October 2025 to 11th of December 2025 and 11th of December 2025 to 25th of January 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 Moderate 529 price movement. The serial correlation of -0.1 indicates that less than 10.0% of current Columbia Moderate price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.1 | |
| Spearman Rank Test | 0.36 | |
| Residual Average | 0.0 | |
| Price Variance | 0.11 |
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 Moderate 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 Moderate security.
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum |