Columbia Small's market value is the price at which a share of Columbia Small trades on a public exchange. It measures the collective expectations of Columbia Small Cap investors about its performance. Columbia Small is trading at 9.24 as of the 23rd of January 2026; that is 0.76 percent increase since the beginning of the trading day. The fund's open price was 9.17. With this module, you can estimate the performance of a buy and hold strategy of Columbia Small Cap and determine expected loss or profit from investing in Columbia Small over a given investment horizon. Check out Columbia Small Correlation, Columbia Small Volatility and Columbia Small Alpha and Beta module to complement your research on Columbia Small.
Please note, there is a significant difference between Columbia Small's value and its price as these two are different measures arrived at by different means. Investors typically determine if Columbia Small is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Columbia Small'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 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.
0.00
10/25/2025
No Change 0.00
0.0
In 3 months and 1 day
01/23/2026
0.00
If you would invest 0.00 in Columbia Small on October 25, 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 Fulcrum Diversified, Strategic Allocation:, Guidepath Conservative, Aqr Diversified, Tiaa-cref Lifestyle, and Lsv Conservative. 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.
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.
At this stage we consider Columbia Mutual Fund to be very steady. Columbia Small Cap secures Sharpe Ratio (or Efficiency) of 0.11, which signifies that the fund had a 0.11 % 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 0.5418, downside deviation of 0.7824, and Risk Adjusted Performance of 0.0883 to double-check if the risk estimate we provide is consistent with the expected return of 0.0826%. The fund shows a Beta (market volatility) of 0.64, 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
0.14
Insignificant predictability
Columbia Small Cap has insignificant predictability. Overlapping area represents the amount of predictability between Columbia Small time series from 25th of October 2025 to 9th of December 2025 and 9th of December 2025 to 23rd 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 Small Cap price movement. The serial correlation of 0.14 indicates that less than 14.0% of current Columbia Small price fluctuation can be explain by its past prices.
Correlation Coefficient
0.14
Spearman Rank Test
0.24
Residual Average
0.0
Price Variance
0.02
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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.