Columbia Disciplined Value Manager Performance
| COLEXDelisted Fund | USD 10.14 0.00 0.00% |
The fund shows a Beta (market volatility) of 0.12, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Columbia Disciplined's returns are expected to increase less than the market. However, during the bear market, the loss of holding Columbia Disciplined is expected to be smaller as well.
Risk-Adjusted Performance
23 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Columbia Disciplined Value are ranked lower than 23 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly abnormal technical and fundamental indicators, Columbia Disciplined showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 0.7200 |
Columbia |
Columbia Disciplined Relative Risk vs. Return Landscape
If you would invest 967.00 in Columbia Disciplined Value on October 27, 2024 and sell it today you would earn a total of 47.00 from holding Columbia Disciplined Value or generate 4.86% return on investment over 90 days. Columbia Disciplined Value is currently producing 0.2186% returns and takes up 0.7452% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Columbia, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Columbia Disciplined Current Valuation
Overvalued
Today
Please note that Columbia Disciplined's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Columbia Disciplined shows a prevailing Real Value of $9.28 per share. The current price of the fund is $10.14. We determine the value of Columbia Disciplined from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Columbia Disciplined is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Columbia Mutual Fund. However, Columbia Disciplined's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 10.14 | Real 9.28 | Hype 10.14 | Naive 10.08 |
The intrinsic value of Columbia Disciplined's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Columbia Disciplined's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Columbia Disciplined Value helps investors to forecast how Columbia mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Columbia Disciplined more accurately as focusing exclusively on Columbia Disciplined's fundamentals will not take into account other important factors: Columbia Disciplined Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Columbia Disciplined's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Columbia Disciplined Value, and traders can use it to determine the average amount a Columbia Disciplined'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 = 0.2933
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Small Returns | COLEX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.75 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.22 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.29 actual daily | 23 77% of assets perform better |
Based on monthly moving average Columbia Disciplined is performing at about 23% of its full potential. 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 Disciplined by adding it to a well-diversified portfolio.
Columbia Disciplined Fundamentals Growth
Columbia Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Columbia Disciplined, and Columbia Disciplined fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Columbia Mutual Fund performance.
| Total Asset | 180.85 M | |||
About Columbia Disciplined Performance
Evaluating Columbia Disciplined's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Columbia Disciplined 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 Disciplined 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.
Under normal market conditions, the fund invests at least 80 percent of its net assets 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 Russell 1000 Value Index at the time of purchase. Columbia Disciplined is traded on NASDAQ Exchange in the United States.Things to note about Columbia Disciplined performance evaluation
Checking the ongoing alerts about Columbia Disciplined for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Columbia Disciplined help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Columbia Disciplined is not yet fully synchronised with the market data | |
| Columbia Disciplined has a very high chance of going through financial distress in the upcoming years | |
| The fund holds 99.11% of its assets under management (AUM) in equities |
- Analyzing Columbia Disciplined'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 Disciplined's stock is overvalued or undervalued compared to its peers.
- Examining Columbia Disciplined'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 Disciplined's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Columbia Disciplined's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Columbia Disciplined's mutual fund. These opinions can provide insight into Columbia Disciplined's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in income. You can also try the Stocks Directory module to find actively traded stocks across global markets.
Other Consideration for investing in Columbia Mutual Fund
If you are still planning to invest in Columbia Disciplined check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Columbia Disciplined's history and understand the potential risks before investing.
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| Fundamental Analysis View fundamental data based on most recent published financial statements |