Columbia Social Net Asset vs. Three Year Return
| CONCXDelisted Fund | USD 9.45 0.00 0.00% |
For Columbia Social profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Columbia Social to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Columbia Social Bond utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Columbia Social's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Columbia Social Bond over time as well as its relative position and ranking within its peers.
Columbia |
Columbia Social Bond Three Year Return vs. Net Asset Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Columbia Social's current stock value. Our valuation model uses many indicators to compare Columbia Social value to that of its competitors to determine the firm's financial worth. Columbia Social Bond is the top fund in net asset among similar funds. It also is the top fund in three year return among similar funds . The ratio of Net Asset to Three Year Return for Columbia Social Bond is about 24,339,416 . 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 Social's earnings, one of the primary drivers of an investment's value.Columbia Three Year Return vs. Net Asset
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Columbia Social |
| = | 66.69 M |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
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 Social |
| = | 2.74 % |
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.
Columbia Three Year Return Comparison
Columbia Social is currently under evaluation in three year return among similar funds.
Columbia Social Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Columbia Social, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Columbia Social will eventually generate negative long term returns. The profitability progress is the general direction of Columbia Social's change in net profit over the period of time. It can combine multiple indicators of Columbia Social, 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.
Normally, the fund invests at least 80 percent of its net assets in bonds and other debt securities of issuers whose principal activities are located in the United States and its territories. Columbia 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 Social. 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 Social 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 Social's important profitability drivers and their relationship over time.
| Net Asset vs One Year Return | ||
| Five Year Return vs Three Year Return | ||
| Net Asset vs Last Dividend Paid | ||
| Bond Positions Weight vs Three Year Return |
Use Columbia Social 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 Social 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 Social will appreciate offsetting losses from the drop in the long position's value.Columbia Social Pair Trading
Columbia Social Bond Pair Trading Analysis
The ability to find closely correlated positions to Columbia Social 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 Social 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 Social - 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 Social Bond to buy it.
The correlation of Columbia Social 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 Social moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Columbia Social Bond 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 Social 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 Social position
In addition to having Columbia Social 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 Strategy ETFs Thematic Idea Now
Strategy ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Strategy ETFs theme has 1282 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 Strategy ETFs Theme or any other thematic opportunities.
| View All Next | Launch |
Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.
Other Consideration for investing in Columbia Mutual Fund
If you are still planning to invest in Columbia Social Bond check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Columbia Social's history and understand the potential risks before investing.
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
| Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency |