Columbia Small Cap Fund Market Value
| CSVYX Fund | USD 56.50 0.77 1.34% |
| Symbol | 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.
| 10/28/2025 |
| 01/26/2026 |
If you would invest 0.00 in Columbia Small on October 28, 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 Lazard International, Lazard International, Columbia Select, Brandes International, Clearbridge Mid, One Choice, and Royce Value. Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities of companies tha... 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 | 0.8623 | |||
| Information Ratio | 0.0759 | |||
| Maximum Drawdown | 5.0 | |||
| Value At Risk | (1.38) | |||
| Potential Upside | 2.38 |
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 | 0.1134 | |||
| Jensen Alpha | 0.0747 | |||
| Total Risk Alpha | 0.0501 | |||
| Sortino Ratio | 0.092 | |||
| Treynor Ratio | 0.1383 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Columbia Small'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 Small January 26, 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 | 0.1134 | |||
| Market Risk Adjusted Performance | 0.1483 | |||
| Mean Deviation | 0.7859 | |||
| Semi Deviation | 0.6896 | |||
| Downside Deviation | 0.8623 | |||
| Coefficient Of Variation | 663.13 | |||
| Standard Deviation | 1.05 | |||
| Variance | 1.09 | |||
| Information Ratio | 0.0759 | |||
| Jensen Alpha | 0.0747 | |||
| Total Risk Alpha | 0.0501 | |||
| Sortino Ratio | 0.092 | |||
| Treynor Ratio | 0.1383 | |||
| Maximum Drawdown | 5.0 | |||
| Value At Risk | (1.38) | |||
| Potential Upside | 2.38 | |||
| Downside Variance | 0.7436 | |||
| Semi Variance | 0.4756 | |||
| Expected Short fall | (0.96) | |||
| Skewness | 0.6582 | |||
| Kurtosis | 1.08 |
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 0.14, which signifies that the fund had a 0.14 % 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 0.7859, risk adjusted performance of 0.1134, and Downside Deviation of 0.8623 to double-check if the risk estimate we provide is consistent with the expected return of 0.15%. The fund shows a Beta (market volatility) of 1.07, which signifies a somewhat significant risk relative to the market. Columbia Small returns are very sensitive to returns on the market. As the market goes up or down, Columbia Small is expected to follow.
Auto-correlation | 0.71 |
Good predictability
Columbia Small Cap has good predictability. Overlapping area represents the amount of predictability between Columbia Small time series from 28th of October 2025 to 12th of December 2025 and 12th of December 2025 to 26th 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 0.71 indicates that around 71.0% of current Columbia Small price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.71 | |
| Spearman Rank Test | 0.53 | |
| Residual Average | 0.0 | |
| Price Variance | 1.86 |
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 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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