Columbia Balanced Year To Date Return vs. Ten Year Return
| CLREX Fund | USD 52.82 0.15 0.28% |
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 Ten Year Return vs. Year To Date 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 fourth largest fund in year to date return among similar funds. It also is fourth largest fund in ten year return among similar funds reporting about 4.11 of Ten Year Return per Year To Date Return. 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 Ten Year Return vs. Year To Date Return
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Columbia Balanced |
| = | 2.36 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Columbia Balanced |
| = | 9.70 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
COLUMBIA Ten Year Return Comparison
Columbia Balanced is currently under evaluation in ten year return 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. Columbia Balanced is traded on NASDAQ Exchange in the United States.
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.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Columbia Balanced without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Balance Of PowerCheck stock momentum by analyzing Balance Of Power indicator and other technical ratios |
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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?
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Cryptocurrency
Dynamically computed list of top cryptocurrencies sorted bymarket capitalization. The Cryptocurrency theme has 50 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 Cryptocurrency 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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