Columbia Mid Cap Fund Manager Performance Evaluation
| CFDRX Fund | USD 16.14 0.00 0.00% |
The fund shows a Beta (market volatility) of -0.0862, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Columbia Mid are expected to decrease at a much lower rate. During the bear market, Columbia Mid is likely to outperform the market.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Columbia Mid Cap are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Columbia Mid may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio | 0.9000 |
Columbia |
Columbia Mid Relative Risk vs. Return Landscape
If you would invest 1,497 in Columbia Mid Cap on September 12, 2024 and sell it today you would earn a total of 117.00 from holding Columbia Mid Cap or generate 7.82% return on investment over 90 days. Columbia Mid Cap is currently producing 0.142% returns and takes up 0.728% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Columbia, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Columbia Mid Current Valuation
Overvalued
Today
Please note that Columbia Mid's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Columbia Mid Cap shows a prevailing Real Value of $15.41 per share. The current price of the fund is $16.14. We determine the value of Columbia Mid Cap 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 Mid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Columbia Mutual Fund. However, Columbia Mid'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 16.14 | Real 15.41 | Hype 16.14 | Naive 16.01 |
The intrinsic value of Columbia Mid'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 Mid'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 Mid Cap 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 Mid more accurately as focusing exclusively on Columbia Mid's fundamentals will not take into account other important factors: Columbia Mid Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Columbia Mid's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Columbia Mid Cap, and traders can use it to determine the average amount a Columbia Mid'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 = 0.1951
| Best Portfolio | Best Equity | |||
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| Cash | CFDRX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.73 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average Columbia Mid is performing at about 15% 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 Mid by adding it to a well-diversified portfolio.
Columbia Mid Fundamentals Growth
Columbia Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Columbia Mid, and Columbia Mid 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 | 18.05 X | |||
| Price To Book | 1.92 X | |||
| Price To Sales | 1.31 X | |||
| Total Asset | 2.62 B | |||
About Columbia Mid Performance
Evaluating Columbia Mid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Columbia Mid 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 Mid 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 circumstances, the fund invests at least 80 percent of its net assets in equity securities of companies that have market capitalizations in the range of the companies in the Russell Midcap Value Index at the time of purchase that the funds investment manager believes are undervalued and have the potential for long-term growth. It may invest up to 20 percent of its total assets in foreign securities. The fund normally invests in common stocks and also may invest in real estate investment trusts.Things to note about Columbia Mid Cap performance evaluation
Checking the ongoing alerts about Columbia Mid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Columbia Mid Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Columbia Mid Cap is not yet fully synchronised with the market data | |
| The fund holds 96.2% of its assets under management (AUM) in equities |
- Analyzing Columbia Mid'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 Mid's stock is overvalued or undervalued compared to its peers.
- Examining Columbia Mid'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 Mid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Columbia Mid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Columbia Mid's mutual fund. These opinions can provide insight into Columbia Mid's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Columbia Mutual Fund
Columbia Mid 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 Mid security.
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data |