Columbia Tax Exempt Fund Manager Performance Evaluation
| CADMX Fund | USD 11.86 0.01 0.08% |
The fund shows a Beta (market volatility) of 0.0065, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Columbia Tax-exempt's returns are expected to increase less than the market. However, during the bear market, the loss of holding Columbia Tax-exempt is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Columbia Tax Exempt Fund are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong primary indicators, Columbia Tax-exempt is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Columbia |
Columbia Tax-exempt Relative Risk vs. Return Landscape
If you would invest 1,166 in Columbia Tax Exempt Fund on November 26, 2025 and sell it today you would earn a total of 20.00 from holding Columbia Tax Exempt Fund or generate 1.72% return on investment over 90 days. Columbia Tax Exempt Fund is currently producing 0.0289% returns and takes up 0.1406% volatility of returns over 90 trading days. Put another way, 1% 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 Tax-exempt Current Valuation
Overvalued
Today
Please note that Columbia Tax-exempt's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Columbia Tax Exempt shows a prevailing Real Value of $10.89 per share. The current price of the fund is $11.86. We determine the value of Columbia Tax Exempt 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 Tax-exempt is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Columbia Mutual Fund. However, Columbia Tax-exempt'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 11.86 | Real 10.89 | Hype 11.86 | Naive 11.88 |
The intrinsic value of Columbia Tax-exempt'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 Tax-exempt'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 Tax Exempt Fund 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 Tax-exempt more accurately as focusing exclusively on Columbia Tax-exempt's fundamentals will not take into account other important factors: Columbia Tax-exempt Target Price Odds to finish over Current Price
The tendency of Columbia Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 11.86 | 90 days | 11.86 | near 1 |
Based on a normal probability distribution, the odds of Columbia Tax-exempt to move above the current price in 90 days from now is near 1 (This Columbia Tax Exempt Fund probability density function shows the probability of Columbia Mutual Fund to fall within a particular range of prices over 90 days) .
Columbia Tax-exempt Price Density |
| Price |
Predictive Modules for Columbia Tax-exempt
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Columbia Tax Exempt. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Columbia Tax-exempt Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Columbia Tax-exempt is not an exception. The market had few large corrections towards the Columbia Tax-exempt's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Columbia Tax Exempt Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Columbia Tax-exempt within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.01 | |
β | Beta against Dow Jones | 0.01 | |
σ | Overall volatility | 0.07 | |
Ir | Information ratio | -0.37 |
Columbia Tax-exempt Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Columbia Tax-exempt for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Columbia Tax Exempt can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund holds most of the assets under management (AUM) in different types of exotic instruments. |
Columbia Tax-exempt Fundamentals Growth
Columbia Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Columbia Tax-exempt, and Columbia Tax-exempt 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 | 2.33 B | ||||
About Columbia Tax-exempt Performance
Evaluating Columbia Tax-exempt's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Columbia Tax-exempt 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 Tax-exempt 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.
Under normal circumstances, the fund invests at least 80 percent of its total net assets in bonds that pay interest exempt from federal income tax . It invests at least 65 percent of its total assets in tax-exempt bonds that, at the time of purchase, are rated investment grade or are unrated but determined to be of comparable quality. The fund may invest in bonds of any maturity.Things to note about Columbia Tax Exempt performance evaluation
Checking the ongoing alerts about Columbia Tax-exempt for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Columbia Tax Exempt help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds most of the assets under management (AUM) in different types of exotic instruments. |
- Analyzing Columbia Tax-exempt'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 Tax-exempt's stock is overvalued or undervalued compared to its peers.
- Examining Columbia Tax-exempt'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 Tax-exempt's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Columbia Tax-exempt's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Columbia Tax-exempt's mutual fund. These opinions can provide insight into Columbia Tax-exempt's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Columbia Mutual Fund
Columbia Tax-exempt 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 Tax-exempt security.
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