Columbia Acorn Ten Year Return vs. Net Asset
| CRBYX Fund | USD 14.86 0.21 1.43% |
For Columbia Acorn profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Columbia Acorn to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Columbia Acorn Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Columbia Acorn's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Columbia Acorn Fund over time as well as its relative position and ranking within its peers.
Columbia |
Columbia Acorn Net Asset vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Columbia Acorn's current stock value. Our valuation model uses many indicators to compare Columbia Acorn value to that of its competitors to determine the firm's financial worth. Columbia Acorn Fund is the top fund in ten year return among similar funds. It also is the top fund in net asset among similar funds making up about 432,030,493 of Net Asset per Ten Year 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 Acorn's earnings, one of the primary drivers of an investment's value.Columbia Net Asset vs. Ten Year Return
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 Acorn |
| = | 11.51 % |
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.
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 Acorn |
| = | 4.97 B |
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.
Columbia Net Asset Comparison
Columbia Acorn is currently under evaluation in net asset among similar funds.
Columbia Acorn Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Columbia Acorn, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Columbia Acorn will eventually generate negative long term returns. The profitability progress is the general direction of Columbia Acorn's change in net profit over the period of time. It can combine multiple indicators of Columbia Acorn, 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.
The fund invests a majority of its net assets in the common stock of small- and mid-sized companies with market capitalizations generally in the range of market capitalizations in the Russell 2500 Growth Index, the funds benchmark, at the time of purchase. It invests the majority of its assets in U.S. companies, but also may invest up to 33 percent of its total assets in foreign companies in developed markets and in emerging markets.
Columbia Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Columbia Acorn. 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 Acorn 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 Acorn's important profitability drivers and their relationship over time.
Use Columbia Acorn 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 Acorn 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 Acorn will appreciate offsetting losses from the drop in the long position's value.Columbia Acorn Pair Trading
Columbia Acorn Fund Pair Trading Analysis
The ability to find closely correlated positions to Columbia Acorn 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 Acorn 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 Acorn - 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 Acorn Fund to buy it.
The correlation of Columbia Acorn 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 Acorn moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Columbia Acorn 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 Acorn 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 Acorn position
In addition to having Columbia Acorn 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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Other Information on Investing in Columbia Mutual Fund
To fully project Columbia Acorn's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Columbia Acorn 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 Acorn's income statement, its balance sheet, and the statement of cash flows.
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