Columbia Vertible Securities Fund Year To Date Return
Columbia Vertible Securities fundamentals help investors to digest information that contributes to Columbia Vertible's financial success or failures. It also enables traders to predict the movement of Columbia Mutual Fund. The fundamental analysis module provides a way to measure Columbia Vertible's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Columbia Vertible mutual fund.
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Columbia Vertible Securities Mutual Fund Year To Date Return Analysis
Columbia Vertible'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 Vertible Year To Date Return | 12.78 % |
Most of Columbia Vertible'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 Vertible Securities 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.
CompetitionIn accordance with the company's disclosures, Columbia Vertible Securities has a Year To Date Return of 12.7829%. This is 56.65% higher than that of the Columbia family and significantly higher than that of the Convertibles category. The year to date return for all United States funds is notably lower than that of the firm.
Columbia Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Columbia Vertible's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Columbia Vertible could also be used in its relative valuation, which is a method of valuing Columbia Vertible by comparing valuation metrics of similar companies.Columbia Vertible is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Columbia Vertible
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in stocks, cash.Asset allocation divides Columbia Vertible's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Columbia Fundamentals
| Price To Earning | 1.75 X | |||
| Price To Book | 3.25 X | |||
| Price To Sales | 3.88 X | |||
| Total Asset | 1.53 B | |||
| Annual Yield | 0.02 % | |||
| Year To Date Return | 12.78 % | |||
| One Year Return | 21.77 % | |||
| Three Year Return | 0.13 % | |||
| Five Year Return | 10.35 % | |||
| Ten Year Return | 10.59 % | |||
| Net Asset | 1.04 B | |||
| Last Dividend Paid | 0.06 | |||
| Cash Position Weight | 2.36 % | |||
| Equity Positions Weight | 9.80 % |
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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.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 metropolitan statistical area. You can also try the Global Correlations module to find global opportunities by holding instruments from different markets.
Other Consideration for investing in Columbia Mutual Fund
If you are still planning to invest in Columbia Vertible 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 Vertible's history and understand the potential risks before investing.
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