Columbia Floating Rate Fund Manager Performance Evaluation
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 Floating are completely uncorrelated.
Risk-Adjusted Performance
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Over the last 90 days Columbia Floating Rate has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Columbia Floating is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.7600 |
Columbia |
Columbia Floating Relative Risk vs. Return Landscape
If you would invest (100.00) in Columbia Floating Rate on September 13, 2024 and sell it today you would earn a total of 100.00 from holding Columbia Floating Rate or generate -100.0% return on investment over 90 days. Columbia Floating Rate 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 |
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Columbia Floating Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Columbia Floating's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Columbia Floating Rate, and traders can use it to determine the average amount a Columbia Floating'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
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Based on monthly moving average Columbia Floating 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 Floating by adding Columbia Floating to a well-diversified portfolio.
Columbia Floating Fundamentals Growth
Columbia Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Columbia Floating, and Columbia Floating 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 | 8.83 X | ||||
| Price To Book | 3.96 X | ||||
| Price To Sales | 1.00 X | ||||
| Total Asset | 885.6 M | ||||
About Columbia Floating Performance
Evaluating Columbia Floating's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Columbia Floating 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 Floating 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, at least 80 percent of the funds net assets will be invested in floating rate loans and floating rate debt securities. Columbia Floating is traded on NASDAQ Exchange in the United States.Things to note about Columbia Floating Rate performance evaluation
Checking the ongoing alerts about Columbia Floating for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Columbia Floating Rate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Columbia Floating is not yet fully synchronised with the market data | |
| The fund holds about 10.11% of its assets under management (AUM) in fixed income securities |
- Analyzing Columbia Floating'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 Floating's stock is overvalued or undervalued compared to its peers.
- Examining Columbia Floating'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 Floating's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Columbia Floating's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Columbia Floating's mutual fund. These opinions can provide insight into Columbia Floating's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Columbia Mutual Fund
Columbia Floating 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 Floating security.
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