Columbia Large Competition

Mutual Funds . USA . 
Fund . Columbia Large Cap
CSFRX Fund  USD 22.10  0.00  0.00%   
Columbia Large Cap competes with Columbia Porate, Columbia Ultra, Columbia Treasury, Multi Manager, and Columbia Small; as well as few others. The fund is listed under Large Growth category and is part of Columbia family. Analyzing Columbia Large competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Columbia Large to its intrinsic valuation because they are able to contrast its competitors on a relative basis. 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 metropolitan statistical area.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Columbia Large competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
21.1322.1023.07
Details
Intrinsic
Valuation
LowRealHigh
19.1220.0924.31
Details

Columbia Large Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Columbia Large and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Columbia and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Columbia Large Cap does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
CUTYX
+ 1.0
CUTRX
CDDRX
+ 1.0
CDDYX
CDIRX
+ 1.0
CDDYX
CDIRX
+ 1.0
CDDRX
CDEYX
+ 0.99
CDDYX
CDEYX
+ 0.99
CDDRX
  
High negative correlations   
CUTYX
- 0.76
CUSBX
CUTRX
- 0.76
CUSBX
CUSBX
- 0.52
SRINX
CDAZX
- 0.42
CUTRX
CUTYX
- 0.41
CDAZX
CUTYX
- 0.33
CUURX

Risk-Adjusted Indicators

There is a big difference between Columbia Mutual Fund performing well and Columbia Large Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Columbia Large's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
SRINX  0.24 (0.06) 0.00 (1.10) 0.00 
 0.00 
 0.44 
(0.65)
 1.65 
CUSBX  0.03  0.00  0.00 (0.17) 0.00 
 0.00 
 0.11 
 0.00 
 0.54 
CUTRX  0.23 (0.07) 0.00 (14.98) 0.00 
 0.00 
 0.30 
(0.61)
 1.43 
CDAZX  0.72 (0.05) 0.00 (0.04) 0.00 
 0.00 
 1.41 
(1.58)
 12.80 
CUURX  0.85 (0.06) 0.00 (0.02) 0.00 
 0.00 
 2.02 
(1.42)
 9.29 
CUTYX  0.23 (0.07) 0.00 (6.20) 0.00 
 0.00 
 0.40 
(0.61)
 1.42 
CDDYX  0.49 (0.09) 0.00 (0.10) 0.00 
 0.00 
 0.91 
(0.85)
 6.96 
CDDRX  0.49 (0.10) 0.00 (0.10) 0.00 
 0.00 
 0.91 
(0.83)
 6.95 
CDEYX  0.60 (0.14) 0.00 (0.14) 0.00 
 0.00 
 1.00 
(0.78)
 10.34 
CDIRX  0.49 (0.10) 0.00 (0.10) 0.00 
 0.00 
 0.91 
(0.84)
 6.91 
All Fundamental Data

Columbia Large Competitive Analysis

The better you understand Columbia Large competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Columbia Large's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Columbia Large's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
CSFRX SRINX CUSBX CUTRX CDAZX CUURX CUTYX CDDYX CDDRX CDEYX
 0.00 
 22.10 
Columbia
 0.22 
 9.05 
Columbia
 0.11 
 9.26 
Columbia
 0.21 
 9.76 
Columbia
 0.68 
 7.39 
Multi
 1.08 
 53.18 
Columbia
 0.20 
 9.83 
Columbia
 0.96 
 33.78 
Columbia
 0.93 
 33.71 
Columbia
 0.92 
 16.51 
Columbia
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Not too volatile
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
OK
Very Weak
Good
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Over Valued
Fairly Valued
Over Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Not Rated
Cautious Hold
Sell
Sell
Strong Hold
Strong Hold
Sell
Strong Hold
Strong Hold
Strong Hold
Net Asset
1.77 B
1.44 B
1.3 B
922.81 M
289.32 M
693.95 M
922.81 M
12.29 B
12.29 B
2.16 B
Minimum Initial Investment
2 K
N/A
N/A
N/A
100
N/A
N/A
1000 K
N/A
1000 K
Price To Book
3.98
512.82
N/A
N/A
N/A
1.17
N/A
2.55
2.82
1.92
Five Year Return
15.13
1.28
2.91
-0.79
7.45
10.98
-0.81
10.65
10.6
9.76
One Year Return
32.33
5.29
6.06
0.63
21.44
10.95
0.54
17.28
17.19
18.12
Last Dividend Paid
N/A
0.02
N/A
0.01
N/A
0.08
0.01
0.11
0.11
0.06
Price To Earning
22.52
N/A
N/A
N/A
N/A
17.73
N/A
16.98
17.13
17.25
Price To Sales
2.66
N/A
N/A
N/A
N/A
0.73
N/A
1.8
2.04
1.45
Cash Position Weight
2.9
3.85
2.94
0.31
37.25
2.16
0.25
1.85
2.87
1.11
Equity Positions Weight
97.1
N/A
N/A
N/A
62.34
97.84
N/A
98.15
97.13
97.46
Three Year Return
4.32
-1.3
4.24
-3.1
9.37
8.19
-3.12
8.11
8.05
8.14
Annual Yield
N/A
0.0434
0.0017
0.0114
0.0109
0.0056
0.0014
0.0168
0.0165
0.0155
Year To Date Return
23.95
3.81
5.91
0.63
20.19
7.93
0.55
15.35
15.26
15.92
Bond Positions Weight
N/A
9.36
12.73
99.69
N/A
N/A
N/A
N/A
N/A
N/A
Ten Year Return
14.22
5.59
1.21
3.35
N/A
6.33
3.36
11.96
11.92
9.59
Daily Balance Of Power
0.0
9.2 T
(9,223,372,036,855)
9.2 T
9.2 T
9.2 T
9.2 T
9.2 T
9.2 T
9.2 T
Day Typical Price
22.1
9.05
9.26
9.76
7.39
53.18
9.83
33.78
33.71
16.51
Period Momentum Indicator
N/A
0.02
(0.01)
0.02
0.05
0.57
0.02
0.32
0.31
0.15
Rate Of Daily Change
1.0
1.0
1.0
1.0
1.01
1.01
1.0
1.01
1.01
1.01
Day Median Price
22.1
9.05
9.26
9.76
7.39
53.18
9.83
33.78
33.71
16.51
Price Action Indicator
N/A
0.01
(0.01)
0.01
0.025
0.29
0.01
0.16
0.16
0.075
Coefficient Of Variation
1067.19
(720.96)
642.44
(537.59)
(6,905)
(7,703)
(538.02)
(1,233)
(1,210)
(1,064)
Mean Deviation
0.7332
0.2392
0.0311
0.2252
0.7193
0.8506
0.2329
0.495
0.4937
0.5954
Jensen Alpha
0.0915
(0.06)
0.0017
(0.07)
(0.05)
(0.06)
(0.07)
(0.09)
(0.1)
(0.14)
Total Risk Alpha
0.061
(0.06)
(0.0005)
(0.07)
(0.07)
(0.06)
(0.08)
(0.10)
(0.10)
(0.15)
Sortino Ratio
0.0494
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Downside Variance
1.96
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Standard Deviation
1.08
0.3289
0.074
0.3006
1.47
1.24
0.3066
0.8372
0.834
1.18
Kurtosis
1.46
1.28
20.73
0.7523
33.52
4.71
0.6164
14.05
14.01
27.7
Potential Upside
1.64
0.4405
0.108
0.3046
1.41
2.02
0.4032
0.9086
0.9104
1.0
Treynor Ratio
(16.02)
(1.10)
(0.17)
(14.98)
(0.04)
(0.02)
(6.20)
(0.10)
(0.10)
(0.14)
Maximum Drawdown
5.4
1.65
0.5417
1.43
12.8
9.29
1.42
6.96
6.95
10.34
Variance
1.17
0.1082
0.0055
0.0904
2.16
1.55
0.094
0.7009
0.6955
1.4
Market Risk Adjusted Performance
(16.01)
(1.09)
(0.16)
(14.97)
(0.03)
(0.01)
(6.19)
(0.09)
(0.09)
(0.13)
Risk Adjusted Performance
0.0769
(0.12)
0.0263
(0.16)
(0.01)
(0.01)
(0.16)
(0.06)
(0.06)
(0.07)
Skewness
(0.61)
0.3288
4.07
(0.11)
(4.84)
0.5537
(0.20)
(2.36)
(2.34)
(4.21)
Semi Deviation
1.14
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Information Ratio
0.0639
(0.24)
(0.28)
(0.29)
(0.04)
(0.04)
(0.29)
(0.12)
(0.12)
(0.12)
Value At Risk
(2.30)
(0.65)
N/A
(0.61)
(1.58)
(1.42)
(0.61)
(0.85)
(0.83)
(0.78)
Expected Short fall
(0.68)
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Downside Deviation
1.4
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Semi Variance
1.3
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Columbia Large Competition Performance Charts

Five steps to successful analysis of Columbia Large Competition

Columbia Large's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Columbia Large Cap in relation to its competition. Columbia Large's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Columbia Large in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Columbia Large's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Columbia Large Cap, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Columbia Large position

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EUR Crypto Assets
EUR Crypto Assets Theme
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Other Information on Investing in Columbia Mutual Fund

Columbia Large 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 Large security.
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