Columbia Large Cap Fund Manager Performance Evaluation

CFCIX Fund  USD 13.14  0.10  0.76%   
The fund shows a Beta (market volatility) of 0.36, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Columbia Large's returns are expected to increase less than the market. However, during the bear market, the loss of holding Columbia Large is expected to be smaller as well.

Risk-Adjusted Performance

Weak

 
Weak
 
Strong
Over the last 90 days Columbia Large Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Columbia Large 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 Large Relative Risk vs. Return Landscape

If you would invest  1,313  in Columbia Large Cap on November 5, 2025 and sell it today you would earn a total of  1.00  from holding Columbia Large Cap or generate 0.08% return on investment over 90 days. Columbia Large Cap is currently producing 0.0025% returns and takes up 0.5046% volatility of returns over 90 trading days. Put another way, 4% 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  
Assuming the 90 days horizon Columbia Large is expected to generate 30.04 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.5 times less risky than the market. It trades about 0.0 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.1 of returns per unit of risk over similar time horizon.

Columbia Large Current Valuation

Fairly Valued
Today
13.14
Please note that Columbia Large's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Columbia Large Cap shows a prevailing Real Value of $13.13 per share. The current price of the fund is $13.14. We determine the value of Columbia Large Cap 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 Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Columbia Mutual Fund. However, Columbia Large'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  13.14 Real  13.13 Hype  13.14 Naive  13.22
The intrinsic value of Columbia Large'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 Large'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.
13.13
Real Value
13.63
Upside
Estimating the potential upside or downside of Columbia Large Cap 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 Large more accurately as focusing exclusively on Columbia Large's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
12.9213.1113.30
Details
Hype
Prediction
LowEstimatedHigh
12.6413.1413.64
Details
Naive
Forecast
LowNext ValueHigh
12.7213.2213.72
Details
Below is the normalized historical share price chart for Columbia Large Cap extending back to January 12, 2011. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Columbia Large stands at 13.14, as last reported on the 3rd of February, with the highest price reaching 13.14 and the lowest price hitting 13.14 during the day.
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

Columbia Large 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 PriceHorizonTarget PriceOdds to move above the current price in 90 days
 13.14 90 days 13.14 
about 41.03
Based on a normal probability distribution, the odds of Columbia Large to move above the current price in 90 days from now is about 41.03 (This Columbia Large Cap probability density function shows the probability of Columbia Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Columbia Large has a beta of 0.36 suggesting as returns on the market go up, Columbia Large average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Columbia Large Cap will be expected to be much smaller as well. Additionally Columbia Large Cap has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial.
   Columbia Large Price Density   
       Price  

Predictive Modules for Columbia Large

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 Large Cap. 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.
Hype
Prediction
LowEstimatedHigh
12.6413.1413.64
Details
Intrinsic
Valuation
LowRealHigh
12.6313.1313.63
Details
Naive
Forecast
LowNextHigh
12.7213.2213.72
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
12.9213.1113.30
Details

Columbia Large Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Columbia Large is not an exception. The market had few large corrections towards the Columbia Large'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 Large Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Columbia Large within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
-0.03
β
Beta against Dow Jones0.36
σ
Overall volatility
0.09
Ir
Information ratio -0.13

Columbia Large 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 Large for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Columbia Large Cap 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 about 19.66% of its assets under management (AUM) in cash

Columbia Large Fundamentals Growth

Columbia Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Columbia Large, and Columbia Large 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 Asset144.66 M

About Columbia Large Performance

Evaluating Columbia Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Columbia Large 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 Large 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 long-term growth of capital. The fund invests at least 80 percent of its net assets in equity securities of large-capitalization companies, primarily common stocks and securities that can be converted into common stocks. It invests primarily in common stocks of companies that the investment manager believes have the potential for long-term, above-average earnings growth. The fund may invest up to 20 percent of its total assets in foreign securities. It may invest directly in foreign securities or indirectly through depositary receipts.

Things to note about Columbia Large Cap performance evaluation

Checking the ongoing alerts about Columbia Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Columbia Large Cap 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 about 19.66% of its assets under management (AUM) in cash
Evaluating Columbia Large's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Columbia Large's mutual fund performance include:
  • Analyzing Columbia Large'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 Large's stock is overvalued or undervalued compared to its peers.
  • Examining Columbia Large'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 Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Columbia Large's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Columbia Large's mutual fund. These opinions can provide insight into Columbia Large's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Columbia Large's mutual fund performance is not an exact science, and many factors can impact Columbia Large's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Columbia Mutual Fund

Columbia Large 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 Large security.
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