Columbia Capital Financial Statements From 2010 to 2024
| AMTCX Fund | USD 10.33 0.27 2.55% |
Check Columbia Capital financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Columbia Capital's main balance sheet or income statement drivers, such as , as well as many indicators such as . Columbia financial statements analysis is a perfect complement when working with Columbia Capital Valuation or Volatility modules.
Columbia |
Columbia Capital Allocation Mutual Fund Year To Date Return Analysis
Columbia Capital's 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.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Columbia Capital Year To Date Return | 12.04 % |
Most of Columbia Capital's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Columbia Capital Allocation is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
| Competition |
In accordance with the company's disclosures, Columbia Capital Allocation has a Year To Date Return of 12.0418%. This is 47.57% higher than that of the Columbia family and significantly higher than that of the Allocation--50% to 70% Equity category. The year to date return for all United States funds is notably lower than that of the firm.
Columbia Capital All Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Columbia Capital's current stock value. Our valuation model uses many indicators to compare Columbia Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Columbia Capital competition to find correlations between indicators driving Columbia Capital's intrinsic value. More Info.Columbia Capital Allocation is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Columbia Capital Allocation is roughly 7.72 . 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 Capital's earnings, one of the primary drivers of an investment's value.About Columbia Capital Financial Statements
Columbia Capital investors use historical fundamental indicators, such as Columbia Capital's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Columbia Capital. Please read more on our technical analysis and fundamental analysis pages.
The fund is a fund of funds that seeks to achieve its investment objective by investing under normal circumstances in a combination of underlying funds for which the Investment Manager or an affiliate serves as investment adviser or principal underwriter. It may also invest up to 20 percent of its net assets in other funds, including third party advised funds and exchange-traded funds , equity securities, fixed income securities and derivative instruments.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Columbia Mutual Fund
Columbia Capital 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 Capital security.
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine |