Columbia Large Cap Fund Manager Performance Evaluation
| NFEDX Fund | 21.51 0.34 1.61% |
The fund shows a Beta (market volatility) of 0.29, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Columbia Large's returns are expected to increase less than the market. However, during the bear market, the loss of holding Columbia Large is expected to be smaller as well.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Columbia Large Cap are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Columbia Large may actually be approaching a critical reversion point that can send shares even higher in February 2025.
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Columbia Large Relative Risk vs. Return Landscape
If you would invest 2,015 in Columbia Large Cap on October 25, 2024 and sell it today you would earn a total of 136.00 from holding Columbia Large Cap or generate 6.75% return on investment over 90 days. Columbia Large Cap is currently producing 0.1183% returns and takes up 1.2385% volatility of returns over 90 trading days. Put another way, 11% 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 Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Columbia Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Columbia Large Cap, and traders can use it to determine the average amount a Columbia Large'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 = 0.0955
| Best Portfolio | Best Equity | |||
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| Cash | NFEDX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.24 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average Columbia Large is performing at about 7% 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 Large by adding it to a well-diversified portfolio.
Things to note about Columbia Large Cap performance evaluation
Checking the ongoing alerts about Columbia Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Columbia Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Columbia Large's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Columbia Large's mutual fund performance include:- Analyzing Columbia Large'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 Large's stock is overvalued or undervalued compared to its peers.
- Examining Columbia Large'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 Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Columbia Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Columbia Large's mutual fund. These opinions can provide insight into Columbia Large's potential for growth and whether the stock is currently undervalued or overvalued.
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