Columbia Greater China Fund Manager Performance Evaluation
| NGCAX Fund | USD 32.85 0.63 1.96% |
The fund shows a Beta (market volatility) of 0.27, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Columbia Greater's returns are expected to increase less than the market. However, during the bear market, the loss of holding Columbia Greater is expected to be smaller as well.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Columbia Greater China are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Columbia Greater showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of January 2023 | |
| Expense Ratio | 1.4900 |
Columbia |
Columbia Greater Relative Risk vs. Return Landscape
If you would invest 2,940 in Columbia Greater China on August 29, 2024 and sell it today you would earn a total of 345.00 from holding Columbia Greater China or generate 11.73% return on investment over 90 days. Columbia Greater China is currently producing 0.2021% returns and takes up 2.4169% volatility of returns over 90 trading days. Put another way, 21% 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 Greater Current Valuation
Overvalued
Today
Please note that Columbia Greater's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Columbia Greater China shows a prevailing Real Value of $30.03 per share. The current price of the fund is $32.85. We determine the value of Columbia Greater China 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 Greater is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Columbia Mutual Fund. However, Columbia Greater'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 32.85 | Real 30.03 | Hype 32.85 | Naive 30.28 |
The intrinsic value of Columbia Greater'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 Greater'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 Greater China 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 Greater more accurately as focusing exclusively on Columbia Greater's fundamentals will not take into account other important factors: Columbia Greater Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Columbia Greater's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Columbia Greater China, and traders can use it to determine the average amount a Columbia Greater'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 = 0.0836
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | NGCAX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 2.42 actual daily | 21 79% of assets are more volatile |
Expected Return
| 0.2 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Columbia Greater is performing at about 6% 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 Greater by adding it to a well-diversified portfolio.
Columbia Greater Fundamentals Growth
Columbia Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Columbia Greater, and Columbia Greater 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 | 16.04 X | |||
| Price To Book | 2.04 X | |||
| Price To Sales | 2.00 X | |||
| Total Asset | 35.21 M | |||
About Columbia Greater Performance
Evaluating Columbia Greater's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Columbia Greater 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 Greater 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 equity securities of companies whose principal activities are located in the Greater China region. The Greater China region includes Hong Kong, the Peoples Republic of China, Taiwan and certain other countries. Its investments include securities of emerging market issuers. The fund may invest in companies that have market capitalizations of any size believed to be undervalued or have the potential for long-term growth. It is non-diversified.Things to note about Columbia Greater China performance evaluation
Checking the ongoing alerts about Columbia Greater for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Columbia Greater China help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Columbia Greater China generated five year return of -6.0% | |
| This fund maintains 98.74% of its assets in stocks |
- Analyzing Columbia Greater'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 Greater's stock is overvalued or undervalued compared to its peers.
- Examining Columbia Greater'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 Greater's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Columbia Greater's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Columbia Greater's mutual fund. These opinions can provide insight into Columbia Greater's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Columbia Mutual Fund
Columbia Greater 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 Greater security.
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