Columbia Global Technology Fund Manager Performance Evaluation
| CGTUX Fund | USD 96.35 1.31 1.34% |
The fund shows a Beta (market volatility) of 0.12, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Columbia Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Columbia Global is expected to be smaller as well.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Columbia Global Technology are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Columbia Global may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio | 0.8400 |
Columbia |
Columbia Global Relative Risk vs. Return Landscape
If you would invest 8,970 in Columbia Global Technology on September 29, 2024 and sell it today you would earn a total of 665.00 from holding Columbia Global Technology or generate 7.41% return on investment over 90 days. Columbia Global Technology is currently producing 0.119% returns and takes up 1.2066% volatility of returns over 90 trading days. Put another way, 10% 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 Global Current Valuation
Fairly Valued
Today
Please note that Columbia Global's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Columbia Global Tech shows a prevailing Real Value of $95.66 per share. The current price of the fund is $96.35. We determine the value of Columbia Global Tech 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 Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Columbia Mutual Fund. However, Columbia Global'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 96.35 | Real 95.66 | Hype 96.35 |
The intrinsic value of Columbia Global'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 Global'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 Global Technology 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 Global more accurately as focusing exclusively on Columbia Global's fundamentals will not take into account other important factors: Columbia Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Columbia Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Columbia Global Technology, and traders can use it to determine the average amount a Columbia Global'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 = 0.0986
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | CGTUX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.21 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average Columbia Global is performing at about 7% 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 Global by adding it to a well-diversified portfolio.
Columbia Global Fundamentals Growth
Columbia Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Columbia Global, and Columbia Global 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.
| Total Asset | 2.05 B | ||||
About Columbia Global Performance
Evaluating Columbia Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Columbia Global 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 Global 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.
The fund invests at least 80 percent of its net assets in equity securities of technology companies that may benefit from technological improvements, advancements or developments. It invests at least 25 percent of the value of its total net assets at the time of purchase in the securities of issuers conducting their principal business activities in the technology and related group of industries.Things to note about Columbia Global Tech performance evaluation
Checking the ongoing alerts about Columbia Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Columbia Global Tech 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 98.93% of its assets under management (AUM) in equities |
- Analyzing Columbia Global'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 Global's stock is overvalued or undervalued compared to its peers.
- Examining Columbia Global'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 Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Columbia Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Columbia Global's mutual fund. These opinions can provide insight into Columbia Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Columbia Mutual Fund
Columbia Global 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 Global security.
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum |