Columbia Trarian Core Fund Manager Performance Evaluation
| CORRX Fund | USD 40.16 0.00 0.00% |
The fund shows a Beta (market volatility) of 0.17, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Columbia Contrarian's returns are expected to increase less than the market. However, during the bear market, the loss of holding Columbia Contrarian is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Columbia Trarian Core are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Columbia Contrarian may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.7200 |
COLUMBIA |
Columbia Contrarian Relative Risk vs. Return Landscape
If you would invest 3,769 in Columbia Trarian Core on September 1, 2024 and sell it today you would earn a total of 247.00 from holding Columbia Trarian Core or generate 6.55% return on investment over 90 days. Columbia Trarian Core is currently producing 0.1067% returns and takes up 0.7194% 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 Contrarian Current Valuation
Fairly Valued
Today
Please note that Columbia Contrarian's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Columbia Trarian Core shows a prevailing Real Value of $39.77 per share. The current price of the fund is $40.16. We determine the value of Columbia Trarian Core 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 Contrarian is currently traded on the exchange, buyers and sellers on that exchange determine the market value of COLUMBIA Mutual Fund. However, Columbia Contrarian'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 40.16 | Real 39.77 | Hype 40.16 | Naive 39.99 |
The intrinsic value of Columbia Contrarian'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 Contrarian'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 Trarian Core 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 Contrarian more accurately as focusing exclusively on Columbia Contrarian's fundamentals will not take into account other important factors: Columbia Contrarian Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Columbia Contrarian's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Columbia Trarian Core, and traders can use it to determine the average amount a Columbia Contrarian'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 = 0.1483
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| Cash | CORRX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.72 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Columbia Contrarian is performing at about 11% 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 Contrarian by adding it to a well-diversified portfolio.
Columbia Contrarian Fundamentals Growth
COLUMBIA Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Columbia Contrarian, and Columbia Contrarian 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 | 19.12 X | ||||
| Price To Book | 2.50 X | ||||
| Price To Sales | 1.87 X | ||||
| Total Asset | 11.35 B | ||||
About Columbia Contrarian Performance
Evaluating Columbia Contrarian's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Columbia Contrarian 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 Contrarian 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 net assets in common stocks. In addition, under normal circumstances, it invests at least 80 percent of its net assets in equity securities of U.S. companies that have large market capitalizations that the funds investment manager believes are undervalued and have the potential for long-term growth and current income. The fund may also invest up to 20 percent of its net assets in foreign securities.Things to note about Columbia Trarian Core performance evaluation
Checking the ongoing alerts about Columbia Contrarian for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Columbia Trarian Core 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 97.16% of its assets under management (AUM) in equities |
- Analyzing Columbia Contrarian'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 Contrarian's stock is overvalued or undervalued compared to its peers.
- Examining Columbia Contrarian'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 Contrarian's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Columbia Contrarian's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Columbia Contrarian's mutual fund. These opinions can provide insight into Columbia Contrarian's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in COLUMBIA Mutual Fund
Columbia Contrarian 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 Contrarian security.
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| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities |