Columbia Disciplined Financial Statements From 2010 to 2024
| AQEAX Fund | USD 16.91 0.10 0.59% |
Check Columbia Disciplined financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Columbia Disciplined'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 Disciplined Valuation or Volatility modules.
Columbia |
Columbia Disciplined E Mutual Fund Year To Date Return Analysis
Columbia Disciplined'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 Disciplined Year To Date Return | 29.58 % |
Most of Columbia Disciplined'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 Disciplined E 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 Disciplined E has a Year To Date Return of 29.5785%. This is much higher than that of the Columbia Threadneedle family and significantly higher than that of the Large Blend category. The year to date return for all United States funds is notably lower than that of the firm.
Columbia Disciplined Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Columbia Disciplined's current stock value. Our valuation model uses many indicators to compare Columbia Disciplined value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Columbia Disciplined competition to find correlations between indicators driving Columbia Disciplined's intrinsic value. More Info.Columbia Disciplined E is third largest fund in price to earning among similar funds. It is rated below average in price to book among similar funds fabricating about 0.16 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Columbia Disciplined E is roughly 6.16 . 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 Disciplined's earnings, one of the primary drivers of an investment's value.About Columbia Disciplined Financial Statements
Columbia Disciplined investors use historical fundamental indicators, such as Columbia Disciplined'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 Disciplined. Please read more on our technical analysis and fundamental analysis pages.
Under normal market conditions, at least 80 percent of the funds net assets are invested in equity securities of companies with market capitalizations greater than 5 billion at the time of purchase or that are within the market capitalization range of companies in the SP 500 Index at the time of purchase. It may invest in derivatives, such as futures for cash equitization purposes.
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 Disciplined 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 Disciplined security.
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm |