Columbia Acorn Fund Manager Performance Evaluation
| CRBYX Fund | USD 15.07 0.21 1.41% |
The fund shows a Beta (market volatility) of 1.29, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Columbia Acorn will likely underperform.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Columbia Acorn Fund 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 Acorn showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 0.7500 |
Columbia |
Columbia Acorn Relative Risk vs. Return Landscape
If you would invest 1,329 in Columbia Acorn Fund on August 28, 2024 and sell it today you would earn a total of 178.00 from holding Columbia Acorn Fund or generate 13.39% return on investment over 90 days. Columbia Acorn Fund is currently producing 0.2068% returns and takes up 1.1986% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Columbia, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Columbia Acorn Current Valuation
Fairly Valued
Today
Please note that Columbia Acorn's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Columbia Acorn shows a prevailing Real Value of $14.77 per share. The current price of the fund is $15.07. We determine the value of Columbia Acorn 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 Acorn is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Columbia Mutual Fund. However, Columbia Acorn'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 15.07 | Real 14.77 | Hype 15.07 |
The intrinsic value of Columbia Acorn'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 Acorn'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 Acorn 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 Acorn more accurately as focusing exclusively on Columbia Acorn's fundamentals will not take into account other important factors: Columbia Acorn Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Columbia Acorn's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Columbia Acorn Fund, and traders can use it to determine the average amount a Columbia Acorn'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 = 0.1725
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | CRBYX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.2 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.21 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Columbia Acorn 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 Acorn by adding it to a well-diversified portfolio.
Columbia Acorn Fundamentals Growth
Columbia Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Columbia Acorn, and Columbia Acorn 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 | 2.93 X | ||||
| Price To Book | 3.54 X | ||||
| Price To Sales | 2.07 X | ||||
| Total Asset | 4.9 B | ||||
About Columbia Acorn Performance
Evaluating Columbia Acorn's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Columbia Acorn 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 Acorn 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 a majority of its net assets in the common stock of small- and mid-sized companies with market capitalizations generally in the range of market capitalizations in the Russell 2500 Growth Index, the funds benchmark, at the time of purchase. It invests the majority of its assets in U.S. companies, but also may invest up to 33 percent of its total assets in foreign companies in developed markets and in emerging markets.Things to note about Columbia Acorn performance evaluation
Checking the ongoing alerts about Columbia Acorn for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Columbia Acorn 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 three year return of -3.0% | |
| Columbia Acorn holds 98.66% of its assets under management (AUM) in equities |
- Analyzing Columbia Acorn'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 Acorn's stock is overvalued or undervalued compared to its peers.
- Examining Columbia Acorn'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 Acorn's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Columbia Acorn's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Columbia Acorn's mutual fund. These opinions can provide insight into Columbia Acorn's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Columbia Mutual Fund
Columbia Acorn 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 Acorn security.
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
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| Transaction History View history of all your transactions and understand their impact on performance | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. |