Columbia Total Return Manager Performance
The fund shows a Beta (market volatility) of 0.0, which signifies not very significant fluctuations relative to the market. the returns on MARKET and Columbia Total are completely uncorrelated.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Columbia Total Return has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Columbia Total is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.4900 |
Columbia |
Columbia Total Relative Risk vs. Return Landscape
If you would invest (100.00) in Columbia Total Return on December 5, 2024 and sell it today you would earn a total of 100.00 from holding Columbia Total Return or generate -100.0% return on investment over 90 days. Columbia Total Return is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% 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 Total Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Columbia Total's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Columbia Total Return, and traders can use it to determine the average amount a Columbia Total'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 = 0.0
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| CBNRX |
Based on monthly moving average Columbia Total 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 Total by adding Columbia Total to a well-diversified portfolio.
Columbia Total Fundamentals Growth
Columbia Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Columbia Total, and Columbia Total 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.
| Price To Earning | 7.60 X | |||
| Price To Book | 2.79 X | |||
| Price To Sales | 0.52 X | |||
| Total Asset | 3.08 B | |||
Things to note about Columbia Total Return performance evaluation
Checking the ongoing alerts about Columbia Total for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Columbia Total Return help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Columbia Total is not yet fully synchronised with the market data | |
| Columbia Total has some characteristics of a very speculative penny stock | |
| Columbia Total has a very high chance of going through financial distress in the upcoming years | |
| The fund generated three year return of -3.0% | |
| Columbia Total Return holds about 5.99% of its assets under management (AUM) in fixed income securities |
- Analyzing Columbia Total'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 Total's stock is overvalued or undervalued compared to its peers.
- Examining Columbia Total'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 Total's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Columbia Total's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Columbia Total's mutual fund. These opinions can provide insight into Columbia Total'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 metropolitan statistical area. You can also try the Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.
Other Consideration for investing in Columbia Mutual Fund
If you are still planning to invest in Columbia Total Return 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 Total's history and understand the potential risks before investing.
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities |