Columbia Diversified Fixed Etf Performance
| DIAL Etf | USD 17.93 0.13 0.73% |
The etf shows a Beta (market volatility) of 0.0523, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Columbia Diversified's returns are expected to increase less than the market. However, during the bear market, the loss of holding Columbia Diversified is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Columbia Diversified Fixed has generated negative risk-adjusted returns adding no value to investors with long positions. Despite quite persistent basic indicators, Columbia Diversified is not utilizing all of its potentials. The newest stock price mess, may contribute to short-term losses for the institutional investors. ...more
| In Threey Sharp Ratio | -0.55 |
Columbia |
Columbia Diversified Relative Risk vs. Return Landscape
If you would invest 1,811 in Columbia Diversified Fixed on August 28, 2024 and sell it today you would lose (18.00) from holding Columbia Diversified Fixed or give up 0.99% of portfolio value over 90 days. Columbia Diversified Fixed is currently does not generate positive expected returns and assumes 0.3077% risk (volatility on return distribution) over the 90 days horizon. In different words, 2% of etfs are less volatile than Columbia, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
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Columbia Diversified Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Columbia Diversified's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Columbia Diversified Fixed, and traders can use it to determine the average amount a Columbia Diversified'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 = -0.0492
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| Negative Returns | DIAL |
Estimated Market Risk
| 0.31 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Columbia Diversified is not performing at its full potential. However, 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 Diversified by adding Columbia Diversified to a well-diversified portfolio.
Columbia Diversified Fundamentals Growth
Columbia Etf prices reflect investors' perceptions of the future prospects and financial health of Columbia Diversified, and Columbia Diversified 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 Etf performance.
| Return On Equity | -41.38 | |||
| Return On Asset | -0.0036 | |||
| Profit Margin | (0.01) % | |||
| Operating Margin | (0.43) % | |||
| Current Valuation | 279.83 M | |||
| Shares Outstanding | 57.03 M | |||
| Price To Earning | 0.33 X | |||
| Price To Book | 2.11 X | |||
| Price To Sales | 0.04 X | |||
| Revenue | 239.02 M | |||
| EBITDA | (101.74 M) | |||
| Cash And Equivalents | 8.45 M | |||
| Cash Per Share | 0.15 X | |||
| Total Debt | 285.98 M | |||
| Debt To Equity | 4.13 % | |||
| Book Value Per Share | (1.26) X | |||
| Cash Flow From Operations | (5.59 M) | |||
| Earnings Per Share | (2.57) X | |||
| Total Asset | 601.97 M | |||
| Retained Earnings | (585.35 M) | |||
| Current Asset | 103.08 M | |||
| Current Liabilities | 331.65 M | |||
About Columbia Diversified Performance
By examining Columbia Diversified's fundamental ratios, stakeholders can obtain critical insights into Columbia Diversified's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Columbia Diversified is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
The fund invests at least 80 percent of its assets in securities within the index or in securities, that the funds investment adviser determines have economic characteristics that are substantially the same as the economic characteristics of the securities within the index. Columbia Diversified is traded on NYSEARCA Exchange in the United States.| Columbia Diversified generated a negative expected return over the last 90 days | |
| Columbia Diversified Fixed currently holds 285.98 M in liabilities with Debt to Equity (D/E) ratio of 4.13, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Columbia Diversified has a current ratio of 0.3, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Debt can assist Columbia Diversified until it has trouble settling it off, either with new capital or with free cash flow. So, Columbia Diversified's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Columbia Diversified sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Columbia to invest in growth at high rates of return. When we think about Columbia Diversified's use of debt, we should always consider it together with cash and equity. | |
| The entity reported the previous year's revenue of 239.02 M. Net Loss for the year was (146.69 M) with profit before overhead, payroll, taxes, and interest of 67.32 M. | |
| The fund created three year return of -2.0% | |
| Roughly 86.0% of Columbia Diversified shares are held by company insiders | |
| Columbia Diversified retains almost 32.14% of its assets under management (AUM) in fixed income securities |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Columbia Diversified Fixed. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Volatility Analysis module to get historical volatility and risk analysis based on latest market data.
The market value of Columbia Diversified is measured differently than its book value, which is the value of Columbia that is recorded on the company's balance sheet. Investors also form their own opinion of Columbia Diversified's value that differs from its market value or its book value, called intrinsic value, which is Columbia Diversified's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Columbia Diversified's market value can be influenced by many factors that don't directly affect Columbia Diversified's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Columbia Diversified's value and its price as these two are different measures arrived at by different means. Investors typically determine if Columbia Diversified is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Columbia Diversified's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.