Columbia Income Opportunities Fund Manager Performance Evaluation
| CEPRX Fund | USD 8.83 0.01 0.11% |
The fund shows a Beta (market volatility) of 0.061, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Columbia Income's returns are expected to increase less than the market. However, during the bear market, the loss of holding Columbia Income is expected to be smaller as well.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Columbia Income Opportunities are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Columbia Income is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.6400 |
Columbia |
Columbia Income Relative Risk vs. Return Landscape
If you would invest 876.00 in Columbia Income Opportunities on September 2, 2024 and sell it today you would earn a total of 7.00 from holding Columbia Income Opportunities or generate 0.8% return on investment over 90 days. Columbia Income Opportunities is currently producing 0.0125% returns and takes up 0.1474% volatility of returns over 90 trading days. Put another way, 1% 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 Income Current Valuation
Overvalued
Today
Please note that Columbia Income's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Columbia Income Oppo shows a prevailing Real Value of $8.12 per share. The current price of the fund is $8.83. We determine the value of Columbia Income Oppo 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 Income is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Columbia Mutual Fund. However, Columbia Income'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 8.83 | Real 8.12 | Hype 8.83 | Naive 8.8 |
The intrinsic value of Columbia Income'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 Income'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 Income Opportunities 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 Income more accurately as focusing exclusively on Columbia Income's fundamentals will not take into account other important factors: Columbia Income Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Columbia Income's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Columbia Income Opportunities, and traders can use it to determine the average amount a Columbia Income'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 = 0.0851
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CEPRX |
Estimated Market Risk
| 0.15 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 6 94% of assets perform better |
Based on monthly moving average Columbia Income is performing at about 6% 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 Income by adding it to a well-diversified portfolio.
Columbia Income Fundamentals Growth
Columbia Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Columbia Income, and Columbia Income 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 | 23.65 X | ||||
| Price To Book | 5.29 X | ||||
| Price To Sales | 0.27 X | ||||
| Total Asset | 701.54 M | ||||
About Columbia Income Performance
Evaluating Columbia Income's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Columbia Income 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 Income 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 funds assets are invested primarily in income-producing debt securities, with an emphasis on the higher rated segment of the high-yield market. These income-producing debt instruments include corporate debt securities as well as bank loans. The fund will purchase only debt instruments rated B or above, or if unrated, determined to be of comparable quality. It may invest in debt instruments of any maturity and does not seek to maintain a particular dollar-weighted average maturity.Things to note about Columbia Income Oppo performance evaluation
Checking the ongoing alerts about Columbia Income for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Columbia Income Oppo help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds about 13.67% of its assets under management (AUM) in fixed income securities |
- Analyzing Columbia Income'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 Income's stock is overvalued or undervalued compared to its peers.
- Examining Columbia Income'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 Income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Columbia Income's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Columbia Income's mutual fund. These opinions can provide insight into Columbia Income's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Columbia Mutual Fund
Columbia Income 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 Income security.
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