Columbia Dividend Income Fund Manager Performance Evaluation
| CDIRX Fund | USD 35.90 0.26 0.73% |
The fund shows a Beta (market volatility) of 0.73, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Columbia Dividend's returns are expected to increase less than the market. However, during the bear market, the loss of holding Columbia Dividend is expected to be smaller as well.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Columbia Dividend Income are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Columbia Dividend is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.1500 |
Columbia |
Columbia Dividend Relative Risk vs. Return Landscape
If you would invest 3,417 in Columbia Dividend Income on August 26, 2024 and sell it today you would earn a total of 173.00 from holding Columbia Dividend Income or generate 5.06% return on investment over 90 days. Columbia Dividend Income is currently producing 0.0778% returns and takes up 0.5965% volatility of returns over 90 trading days. Put another way, 5% 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 Dividend Current Valuation
Fairly Valued
Today
Please note that Columbia Dividend's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Columbia Dividend Income shows a prevailing Real Value of $35.62 per share. The current price of the fund is $35.9. We determine the value of Columbia Dividend Income 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 Dividend is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Columbia Mutual Fund. However, Columbia Dividend'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 35.9 | Real 35.62 | Hype 35.9 | Naive 35.76 |
The intrinsic value of Columbia Dividend'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 Dividend'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 Dividend Income 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 Dividend more accurately as focusing exclusively on Columbia Dividend's fundamentals will not take into account other important factors: Columbia Dividend Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Columbia Dividend's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Columbia Dividend Income, and traders can use it to determine the average amount a Columbia Dividend'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 = 0.1304
| Best Portfolio | Best Equity | |||
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| Cash | CDIRX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.6 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Columbia Dividend is performing at about 10% of its full potential. 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 Dividend by adding it to a well-diversified portfolio.
Columbia Dividend Fundamentals Growth
Columbia Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Columbia Dividend, and Columbia Dividend 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.
| Price To Earning | 18.43 X | ||||
| Price To Book | 2.91 X | ||||
| Price To Sales | 2.09 X | ||||
| Total Asset | 32.97 B | ||||
About Columbia Dividend Performance
Evaluating Columbia Dividend's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Columbia Dividend 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 Dividend 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 fund invests at least 80 percent of its net assets in a diversified portfolio of income-producing equity securities, which will consist primarily of common stocks but also may include preferred stocks and convertible securities. It invests principally in securities of companies believed to be undervalued but also may invest in securities of companies believed to have the potential for long-term growth. The fund may invest in companies that have market capitalizations of any size.Things to note about Columbia Dividend Income performance evaluation
Checking the ongoing alerts about Columbia Dividend for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Columbia Dividend Income 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 97.13% of its assets under management (AUM) in equities |
- Analyzing Columbia Dividend'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 Dividend's stock is overvalued or undervalued compared to its peers.
- Examining Columbia Dividend'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 Dividend's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Columbia Dividend's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Columbia Dividend's mutual fund. These opinions can provide insight into Columbia Dividend's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Columbia Mutual Fund
Columbia Dividend 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 Dividend security.
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