Columbia International Value Fund Manager Performance Evaluation
| CLVRX Fund | USD 36.51 0.02 0.05% |
The fund shows a Beta (market volatility) of 0.89, which signifies possible diversification benefits within a given portfolio. Columbia International returns are very sensitive to returns on the market. As the market goes up or down, Columbia International is expected to follow.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Columbia International Value are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Columbia International may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.1900 |
Columbia |
Columbia International Relative Risk vs. Return Landscape
If you would invest 3,373 in Columbia International Value on August 30, 2024 and sell it today you would earn a total of 278.00 from holding Columbia International Value or generate 8.24% return on investment over 90 days. Columbia International Value is currently producing 0.1286% returns and takes up 0.7583% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Columbia, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Columbia International Current Valuation
Fairly Valued
Today
Please note that Columbia International's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Columbia International shows a prevailing Real Value of $36.76 per share. The current price of the fund is $36.51. We determine the value of Columbia International 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 International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Columbia Mutual Fund. However, Columbia International'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 36.51 | Real 36.76 | Hype 36.51 | Naive 36.72 |
The intrinsic value of Columbia International'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 International'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 International Value 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 International more accurately as focusing exclusively on Columbia International's fundamentals will not take into account other important factors: Columbia International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Columbia International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Columbia International Value, and traders can use it to determine the average amount a Columbia International'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 = 0.1696
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| Cash | CLVRX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.76 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Columbia International is performing at about 13% 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 International by adding it to a well-diversified portfolio.
Columbia International Fundamentals Growth
Columbia Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Columbia International, and Columbia International 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.
About Columbia International Performance
Evaluating Columbia International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Columbia International 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 International 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 manager employs a passive management strategy designed to track, as closely as possible, the performance of the index. The fund invests in the common stock of each company in the index in approximately the same proportion as represented in the index itself. The fund will normally invest at least 95 percent of its net assets, including borrowings for investment purposes, in securities contained in the index.Things to note about Columbia International performance evaluation
Checking the ongoing alerts about Columbia International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Columbia International help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated five year return of -2.0% | |
| Columbia International holds 99.65% of its assets under management (AUM) in equities |
- Analyzing Columbia International'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 International's stock is overvalued or undervalued compared to its peers.
- Examining Columbia International'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 International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Columbia International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Columbia International's mutual fund. These opinions can provide insight into Columbia International's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Columbia Mutual Fund
Columbia International 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 International security.
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