Columbia Adaptive Financials
| CRAAX Fund | USD 9.66 0.05 0.52% |
Columbia |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Columbia Adaptive Fund Summary
Columbia Adaptive competes with Columbia Flexible, Columbia Strategic, Columbia Thermostat, Columbia Balanced, and Columbia Mortgage. Under normal circumstances, the fund pursues its investment objective by allocating portfolio risk across multiple asset classes in U.S. and non-U.S. markets with the goal of generating consistent risk-adjusted returns. The Investment Manager employs quantitative and fundamental methods to identify distinct market states and creates a strategic risk allocation for each state that is intended to generate attractive risk-adjusted returns in that market state.Specialization | Tactical Allocation, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US19765Y2587 |
| Business Address | Columbia Funds Series |
| Mutual Fund Family | Columbia Threadneedle |
| Mutual Fund Category | Tactical Allocation |
| Benchmark | Dow Jones Industrial |
| Phone | 800 345 6611 |
| Currency | USD - US Dollar |
Columbia Adaptive Key Financial Ratios
Columbia Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Columbia Adaptive's current stock value. Our valuation model uses many indicators to compare Columbia Adaptive value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Columbia Adaptive competition to find correlations between indicators driving Columbia Adaptive's intrinsic value. More Info.Columbia Adaptive Risk 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 0.09 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Columbia Adaptive Risk is roughly 11.25 . 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 Adaptive's earnings, one of the primary drivers of an investment's value.Columbia Adaptive Risk Systematic Risk
Columbia Adaptive's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Columbia Adaptive volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Columbia Adaptive Risk correlated with the market. If Beta is less than 0 Columbia Adaptive generally moves in the opposite direction as compared to the market. If Columbia Adaptive Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Columbia Adaptive Risk is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Columbia Adaptive is generally in the same direction as the market. If Beta > 1 Columbia Adaptive moves generally in the same direction as, but more than the movement of the benchmark.
Columbia Adaptive March 21, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Columbia Adaptive help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Columbia Adaptive Risk. We use our internally-developed statistical techniques to arrive at the intrinsic value of Columbia Adaptive Risk based on widely used predictive technical indicators. In general, we focus on analyzing Columbia Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Columbia Adaptive's daily price indicators and compare them against related drivers.
| Information Ratio | 0.0589 | |||
| Maximum Drawdown | 2.67 | |||
| Value At Risk | (0.93) | |||
| Potential Upside | 0.7322 |
Other Information on Investing in Columbia Mutual Fund
Columbia Adaptive 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 Adaptive security.
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