Columbia Diversified Equity Fund Manager Performance Evaluation
| RSEDX Fund | USD 18.55 0.07 0.38% |
The fund shows a Beta (market volatility) of 0.78, which signifies possible diversification benefits within a given portfolio. 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
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Columbia Diversified Equity are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Columbia Diversified may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.6900 |
Columbia |
Columbia Diversified Relative Risk vs. Return Landscape
If you would invest 1,733 in Columbia Diversified Equity on September 1, 2024 and sell it today you would earn a total of 122.00 from holding Columbia Diversified Equity or generate 7.04% return on investment over 90 days. Columbia Diversified Equity is currently producing 0.1101% returns and takes up 0.6417% volatility of returns over 90 trading days. Put another way, 5% 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 Diversified Current Valuation
Fairly Valued
Today
Please note that Columbia Diversified's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Columbia Diversified shows a prevailing Real Value of $18.36 per share. The current price of the fund is $18.55. We determine the value of Columbia Diversified 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 Diversified is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Columbia Mutual Fund. However, Columbia Diversified'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 18.55 | Real 18.36 | Hype 18.55 | Naive 18.59 |
The intrinsic value of Columbia Diversified'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 Diversified'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 Diversified Equity 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 Diversified more accurately as focusing exclusively on Columbia Diversified's fundamentals will not take into account other important factors: 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 mutual funds, such as Columbia Diversified Equity, 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 = 0.1715
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | RSEDX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.64 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Columbia Diversified 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 Diversified by adding it to a well-diversified portfolio.
Columbia Diversified Fundamentals Growth
Columbia Mutual Fund 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 Mutual Fund performance.
| Price To Earning | 15.62 X | ||||
| Price To Book | 1.71 X | ||||
| Price To Sales | 1.37 X | ||||
| Total Asset | 2.16 B | ||||
About Columbia Diversified Performance
Evaluating Columbia Diversified's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Columbia Diversified 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 Diversified 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 funds assets primarily are invested in equity securities. Under normal market conditions, it will invest at least 80 percent of its net assets in common and preferred stocks of large capitalization companies. The fund may invest up to 25 percent of its net assets in foreign investments. It may from time to time emphasize one or more sectors in selecting its investments, including the financial services sector and health care sectors.Things to note about Columbia Diversified performance evaluation
Checking the ongoing alerts about Columbia Diversified for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Columbia Diversified help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Columbia Diversified's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Columbia Diversified's mutual fund performance include:- Analyzing Columbia Diversified'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 Diversified's stock is overvalued or undervalued compared to its peers.
- Examining Columbia Diversified'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 Diversified's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Columbia Diversified's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Columbia Diversified's mutual fund. These opinions can provide insight into Columbia Diversified's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Columbia Mutual Fund
Columbia Diversified 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 Diversified security.
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |