Columbia Moderate 529 Fund Manager Performance Evaluation

CSCTX Fund  USD 37.17  0.11  0.30%   
The fund shows a Beta (market volatility) of 0.45, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Columbia Moderate's returns are expected to increase less than the market. However, during the bear market, the loss of holding Columbia Moderate is expected to be smaller as well.

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Columbia Moderate 529 are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Columbia Moderate 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 Moderate Relative Risk vs. Return Landscape

If you would invest  3,559  in Columbia Moderate 529 on November 18, 2025 and sell it today you would earn a total of  158.00  from holding Columbia Moderate 529 or generate 4.44% return on investment over 90 days. Columbia Moderate 529 is currently producing 0.072% returns and takes up 0.395% volatility of returns over 90 trading days. Put another way, 3% 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 Moderate is expected to generate 1.67 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.91 times less risky than the market. It trades about 0.18 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.16 of returns per unit of risk over similar time horizon.
Below is the normalized historical share price chart for Columbia Moderate 529 extending back to October 29, 2013. 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 Moderate stands at 37.17, as last reported on the 16th of February 2026, with the highest price reaching 37.17 and the lowest price hitting 37.17 during the day.
 
Yuan Drop
 
Covid
 
Interest Hikes

Columbia Moderate 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
 37.17 90 days 37.17 
about 9.61
Based on a normal probability distribution, the odds of Columbia Moderate to move above the current price in 90 days from now is about 9.61 (This Columbia Moderate 529 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 Moderate has a beta of 0.45 suggesting as returns on the market go up, Columbia Moderate average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Columbia Moderate 529 will be expected to be much smaller as well. Additionally Columbia Moderate 529 has an alpha of 0.0046, implying that it can generate a 0.004649 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Columbia Moderate Price Density   
       Price  

Predictive Modules for Columbia Moderate

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 Moderate 529. 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.
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Columbia Moderate's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
36.6737.0737.47
Details
Intrinsic
Valuation
LowRealHigh
36.4836.8837.28
Details

Columbia Moderate Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Columbia Moderate is not an exception. The market had few large corrections towards the Columbia Moderate'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 Moderate 529, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Columbia Moderate within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0
β
Beta against Dow Jones0.45
σ
Overall volatility
0.46
Ir
Information ratio -0.07

Columbia Moderate 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 Moderate for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Columbia Moderate 529 can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.

About Columbia Moderate Performance

Evaluating Columbia Moderate's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Columbia Moderate 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 Moderate 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.
Columbia Moderate is entity of United States. It is traded as Fund on NMFQS exchange.

Things to note about Columbia Moderate 529 performance evaluation

Checking the ongoing alerts about Columbia Moderate for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Columbia Moderate 529 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Evaluating Columbia Moderate's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Columbia Moderate's mutual fund performance include:
  • Analyzing Columbia Moderate'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 Moderate's stock is overvalued or undervalued compared to its peers.
  • Examining Columbia Moderate'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 Moderate's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Columbia Moderate's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Columbia Moderate's mutual fund. These opinions can provide insight into Columbia Moderate's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Columbia Moderate's mutual fund performance is not an exact science, and many factors can impact Columbia Moderate'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 Moderate 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 Moderate security.
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