Columbia Government Mortgage Fund Manager Performance Evaluation
| AUGAX Fund | USD 17.78 0.04 0.22% |
The fund shows a Beta (market volatility) of 0.1, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Columbia's returns are expected to increase less than the market. However, during the bear market, the loss of holding Columbia is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Columbia Government Mortgage has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Columbia is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of October 2022 | |
| Expense Ratio | 0.8800 |
Columbia |
Columbia Relative Risk vs. Return Landscape
If you would invest 1,819 in Columbia Government Mortgage on August 29, 2024 and sell it today you would lose (41.00) from holding Columbia Government Mortgage or give up 2.25% of portfolio value over 90 days. Columbia Government Mortgage is currently producing negative expected returns and takes up 0.4301% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Columbia, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Columbia Current Valuation
Fairly Valued
Today
Please note that Columbia's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Columbia Government shows a prevailing Real Value of $17.88 per share. The current price of the fund is $17.78. We determine the value of Columbia Government from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Columbia is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Columbia Mutual Fund. However, Columbia's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 17.78 | Real 17.88 | Hype 17.78 | Naive 17.81 |
The intrinsic value of Columbia's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Columbia's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Columbia Government Mortgage helps investors to forecast how Columbia mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Columbia more accurately as focusing exclusively on Columbia's fundamentals will not take into account other important factors: Columbia Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Columbia's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Columbia Government Mortgage, and traders can use it to determine the average amount a Columbia's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0807
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| Negative Returns | AUGAX |
Estimated Market Risk
| 0.43 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Columbia is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Columbia by adding Columbia to a well-diversified portfolio.
Columbia Fundamentals Growth
Columbia Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Columbia, and Columbia fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Columbia Mutual Fund performance.
| Total Asset | 247.62 M | |||
About Columbia Performance
Evaluating Columbia's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Columbia has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Columbia has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The investment seeks to provide shareholders with current income as its primary objective and, as its secondary objective, preservation of capital. Columbia Quality is traded on NASDAQ Exchange in the United States.Things to note about Columbia Government performance evaluation
Checking the ongoing alerts about Columbia for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Columbia Government help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Columbia Government generated a negative expected return over the last 90 days | |
| Columbia Government generated five year return of -1.0% | |
| This fund holds about 8.28% of its assets under management (AUM) in cash |
- Analyzing Columbia's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Columbia's stock is overvalued or undervalued compared to its peers.
- Examining Columbia's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Columbia's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Columbia's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Columbia's mutual fund. These opinions can provide insight into Columbia's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Columbia Mutual Fund
Columbia 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 security.
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |