Columbia Growth 529 Fund Manager Performance Evaluation
| CGSEX Fund | USD 60.33 1.06 1.79% |
The fund shows a Beta (market volatility) of 0.63, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Columbia Growth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Columbia Growth is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Columbia Growth 529 has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Columbia Growth is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.0400 |
Columbia |
Columbia Growth Relative Risk vs. Return Landscape
If you would invest 6,312 in Columbia Growth 529 on December 16, 2024 and sell it today you would lose (279.00) from holding Columbia Growth 529 or give up 4.42% of portfolio value over 90 days. Columbia Growth 529 is currently producing negative expected returns and takes up 0.8192% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Columbia, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Columbia Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Columbia Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Columbia Growth 529, and traders can use it to determine the average amount a Columbia Growth's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0864
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CGSEX |
Estimated Market Risk
| 0.82 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Columbia Growth is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Columbia Growth by adding Columbia Growth to a well-diversified portfolio.
About Columbia Growth Performance
Evaluating Columbia Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Columbia Growth has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Columbia Growth has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Columbia Growth is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Columbia Growth 529 performance evaluation
Checking the ongoing alerts about Columbia Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Columbia Growth 529 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Columbia Growth 529 generated a negative expected return over the last 90 days |
- Analyzing Columbia Growth's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Columbia Growth's stock is overvalued or undervalued compared to its peers.
- Examining Columbia Growth's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Columbia Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Columbia Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Columbia Growth's mutual fund. These opinions can provide insight into Columbia Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Columbia Mutual Fund
Columbia Growth 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 Growth security.
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| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
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| Equity Valuation Check real value of public entities based on technical and fundamental data |