Columbia Acorn European Fund Manager Performance Evaluation
| CLOFX Fund | USD 25.02 0.00 0.00% |
The fund shows a Beta (market volatility) of -0.018, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Columbia Acorn are expected to decrease at a much lower rate. During the bear market, Columbia Acorn is likely to outperform the market.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Columbia Acorn European has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's technical and fundamental indicators remain fairly strong which may send shares a bit higher in January 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio | 1.2000 |
Columbia |
Columbia Acorn Relative Risk vs. Return Landscape
If you would invest 2,776 in Columbia Acorn European on October 1, 2024 and sell it today you would lose (274.00) from holding Columbia Acorn European or give up 9.87% of portfolio value over 90 days. Columbia Acorn European is currently producing negative expected returns and takes up 0.8173% volatility of returns over 90 trading days. Put another way, 7% 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 Acorn Current Valuation
Undervalued
Today
Please note that Columbia Acorn's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Columbia Acorn European shows a prevailing Real Value of $27.75 per share. The current price of the fund is $25.02. We determine the value of Columbia Acorn European 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 Acorn is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Columbia Mutual Fund. However, Columbia Acorn'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 25.02 | Real 27.75 | Hype 25.02 |
The intrinsic value of Columbia Acorn'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 Acorn'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 Acorn European 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 Acorn more accurately as focusing exclusively on Columbia Acorn's fundamentals will not take into account other important factors: Columbia Acorn Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Columbia Acorn's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Columbia Acorn European, and traders can use it to determine the average amount a Columbia Acorn'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 = -0.3057
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| Negative Returns | CLOFX |
Estimated Market Risk
| 0.82 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.25 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.31 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Columbia Acorn 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 Acorn by adding Columbia Acorn to a well-diversified portfolio.
Columbia Acorn Fundamentals Growth
Columbia Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Columbia Acorn, and Columbia Acorn 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 | 18.47 X | ||||
| Price To Book | 3.04 X | ||||
| Price To Sales | 1.14 X | ||||
| Total Asset | 154.2 M | ||||
About Columbia Acorn Performance
Evaluating Columbia Acorn's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Columbia Acorn 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 Acorn 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 normally invests at least 80 percent of its net assets in European companies. It invests at least 70 percent of its total assets in companies in Western European countries, but also may invest up to 30 percent of its total assets in companies in emerging Central and Eastern European countries.Things to note about Columbia Acorn European performance evaluation
Checking the ongoing alerts about Columbia Acorn for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Columbia Acorn European help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Columbia Acorn is not yet fully synchronised with the market data | |
| Columbia Acorn generated a negative expected return over the last 90 days | |
| The fund generated three year return of -9.0% | |
| Columbia Acorn European holds 98.27% of its assets under management (AUM) in equities |
- Analyzing Columbia Acorn'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 Acorn's stock is overvalued or undervalued compared to its peers.
- Examining Columbia Acorn'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 Acorn's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Columbia Acorn's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Columbia Acorn's mutual fund. These opinions can provide insight into Columbia Acorn's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Columbia Mutual Fund
Columbia Acorn 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 Acorn security.
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