Columbia Balanced Three Year Return vs. Annual Yield
| CBLRX Fund | USD 54.84 0.14 0.26% |
For Columbia Balanced profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Columbia Balanced to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Columbia Balanced Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Columbia Balanced's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Columbia Balanced Fund over time as well as its relative position and ranking within its peers.
Columbia |
Columbia Balanced Annual Yield vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Columbia Balanced's current stock value. Our valuation model uses many indicators to compare Columbia Balanced value to that of its competitors to determine the firm's financial worth. Columbia Balanced Fund is the top fund in three year return among similar funds. It also is the top fund in annual yield among similar funds . The ratio of Three Year Return to Annual Yield for Columbia Balanced Fund is about 329.12 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Columbia Balanced's earnings, one of the primary drivers of an investment's value.Columbia Annual Yield vs. Three Year Return
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Columbia Balanced |
| = | 4.74 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Columbia Balanced |
| = | 0.01 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Columbia Annual Yield Comparison
Columbia Balanced is currently under evaluation in annual yield among similar funds.
Columbia Balanced Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Columbia Balanced, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Columbia Balanced will eventually generate negative long term returns. The profitability progress is the general direction of Columbia Balanced's change in net profit over the period of time. It can combine multiple indicators of Columbia Balanced, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Under normal circumstances, the fund invests in a mix of equity and debt securities. Its assets are allocated among equity and debt securities based on an assessment of the relative risks and returns of each asset class. The fund generally will invest between 35 percent and 65 percent of its net assets in each asset class, and in any event will invest at least 25 percent and no more than 75 percent of its net assets in each asset class under normal circumstances.
Columbia Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Columbia Balanced. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Columbia Balanced position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Columbia Balanced's important profitability drivers and their relationship over time.
Use Columbia Balanced in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Columbia Balanced position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Columbia Balanced will appreciate offsetting losses from the drop in the long position's value.Columbia Balanced Pair Trading
Columbia Balanced Fund Pair Trading Analysis
The ability to find closely correlated positions to Columbia Balanced could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Columbia Balanced when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Columbia Balanced - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Columbia Balanced Fund to buy it.
The correlation of Columbia Balanced is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Columbia Balanced moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Columbia Balanced moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Columbia Balanced can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Columbia Balanced position
In addition to having Columbia Balanced in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Restaraunts Hotels Motels Thematic Idea Now
Restaraunts Hotels Motels
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Restaraunts Hotels Motels theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Restaraunts Hotels Motels Theme or any other thematic opportunities.
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Other Information on Investing in Columbia Mutual Fund
To fully project Columbia Balanced's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Columbia Balanced at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Columbia Balanced's income statement, its balance sheet, and the statement of cash flows.
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