Columbia Short Financials
| NSTRX Fund | USD 9.79 0.01 0.10% |
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 Short Fund Summary
Columbia Short competes with Hennessy, Gmo Resources, Goehring Rozencwajg, Energy Basic, and Invesco Energy. The fund invests at least 80 percent of its net assets in bonds, including debt instruments issued by the U.S. government and its agencies, debt securities issued by corporations, mortgage- and other asset-backed securities, and dollar-denominated securities issued by foreign governments, companies or other entities. The fund also invests at least 65 percent of its total assets in securities that, at the time of purchase, are rated investment grade or are unrated but determined to be of comparable quality.Specialization | Short-Term Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US19765H3966 |
| Business Address | Columbia Funds Series |
| Mutual Fund Family | Columbia Threadneedle |
| Mutual Fund Category | Short-Term Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 345 6611 |
| Currency | USD - US Dollar |
Columbia Short Key Financial Ratios
Columbia Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Columbia Short's current stock value. Our valuation model uses many indicators to compare Columbia Short value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Columbia Short competition to find correlations between indicators driving Columbia Short's intrinsic value. More Info.Columbia Short Term is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 1,399 of Year To Date Return per Annual Yield. 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 Short's earnings, one of the primary drivers of an investment's value.Columbia Short Term Systematic Risk
Columbia Short's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Columbia Short 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 thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Columbia Short Term correlated with the market. If Beta is less than 0 Columbia Short generally moves in the opposite direction as compared to the market. If Columbia Short Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Columbia Short Term is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Columbia Short is generally in the same direction as the market. If Beta > 1 Columbia Short moves generally in the same direction as, but more than the movement of the benchmark.
Columbia Short December 2, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Columbia Short help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Columbia Short Term. We use our internally-developed statistical techniques to arrive at the intrinsic value of Columbia Short Term 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 Short's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.1401 | |||
| Information Ratio | (1.08) | |||
| Maximum Drawdown | 0.615 | |||
| Value At Risk | (0.10) | |||
| Potential Upside | 0.2047 |
Other Information on Investing in Columbia Mutual Fund
Columbia Short 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 Short security.
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities |