Columbia Seligman Global Fund Manager Performance Evaluation
| SHTCX Fund | USD 41.60 0.51 1.24% |
The fund shows a Beta (market volatility) of 0.39, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Columbia Seligman's returns are expected to increase less than the market. However, during the bear market, the loss of holding Columbia Seligman is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Columbia Seligman Global has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's fundamental indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 2.0200 |
Columbia |
Columbia Seligman Relative Risk vs. Return Landscape
If you would invest 4,633 in Columbia Seligman Global on November 2, 2024 and sell it today you would lose (473.00) from holding Columbia Seligman Global or give up 10.21% of portfolio value over 90 days. Columbia Seligman Global is currently producing negative expected returns and takes up 3.0501% volatility of returns over 90 trading days. Put another way, 27% 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 |
Columbia Seligman Current Valuation
Overvalued
Today
Please note that Columbia Seligman's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Columbia Seligman Global shows a prevailing Real Value of $38.48 per share. The current price of the fund is $41.6. We determine the value of Columbia Seligman Global 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 Seligman is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Columbia Mutual Fund. However, Columbia Seligman'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 41.6 | Real 38.48 | Hype 41.6 | Naive 38.91 |
The intrinsic value of Columbia Seligman'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 Seligman'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 Seligman Global 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 Seligman more accurately as focusing exclusively on Columbia Seligman's fundamentals will not take into account other important factors: Columbia Seligman Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Columbia Seligman's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Columbia Seligman Global, and traders can use it to determine the average amount a Columbia Seligman'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 = -0.0419
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SHTCX |
Estimated Market Risk
| 3.05 actual daily | 27 73% of assets are more volatile |
Expected Return
| -0.13 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Columbia Seligman 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 Seligman by adding Columbia Seligman to a well-diversified portfolio.
Columbia Seligman Fundamentals Growth
Columbia Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Columbia Seligman, and Columbia Seligman 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 | 12.54 X | ||||
| Price To Book | 3.63 X | ||||
| Price To Sales | 2.74 X | ||||
| Total Asset | 71.58 M | ||||
About Columbia Seligman Performance
Evaluating Columbia Seligman's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Columbia Seligman 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 Seligman 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 fund generally invests at least 80 percent of its net assets in equity securities of U.S. and non-U.S. companies with business operations in technology and technology-related industries. It generally invests at least 40 percent of its net assets in companies that maintain their principal place of business or conduct their principal business activities outside the U.S., have their securities traded on non-U.S. exchanges or have been formed under the laws of non-U.S. countries. The fund is non-diversified.Things to note about Columbia Seligman Global performance evaluation
Checking the ongoing alerts about Columbia Seligman for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Columbia Seligman Global help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Columbia Seligman generated a negative expected return over the last 90 days | |
| Columbia Seligman has high historical volatility and very poor performance | |
| The fund maintains 98.69% of its assets in stocks |
- Analyzing Columbia Seligman'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 Seligman's stock is overvalued or undervalued compared to its peers.
- Examining Columbia Seligman'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 Seligman's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Columbia Seligman's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Columbia Seligman's mutual fund. These opinions can provide insight into Columbia Seligman's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Columbia Mutual Fund
Columbia Seligman 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 Seligman security.
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