Columbia Short Term Fund Manager Performance Evaluation
| CSTPX Fund | USD 12.08 0.00 0.00% |
The fund shows a Beta (market volatility) of -0.0079, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Columbia Short are expected to decrease at a much lower rate. During the bear market, Columbia Short is likely to outperform the market.
Risk-Adjusted Performance
12 of 100
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Good
Compared to the overall equity markets, risk-adjusted returns on investments in Columbia Short Term are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Columbia Short is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.0400 |
Columbia |
Columbia Short Relative Risk vs. Return Landscape
If you would invest 1,199 in Columbia Short Term on October 7, 2024 and sell it today you would earn a total of 9.00 from holding Columbia Short Term or generate 0.75% return on investment over 90 days. Columbia Short Term is currently producing 0.0123% returns and takes up 0.0801% 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 |
| Risk |
Columbia Short Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Columbia Short's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Columbia Short Term, and traders can use it to determine the average amount a Columbia Short'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 = 0.1534
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Based on monthly moving average Columbia Short is performing at about 12% 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 Short by adding it to a well-diversified portfolio.
About Columbia Short Performance
Evaluating Columbia Short's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Columbia Short 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 Short 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.
Columbia Short is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Columbia Short Term performance evaluation
Checking the ongoing alerts about Columbia Short for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Columbia Short Term help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Columbia Short's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Columbia Short's mutual fund performance include:- Analyzing Columbia Short'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 Short's stock is overvalued or undervalued compared to its peers.
- Examining Columbia Short'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 Short's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Columbia Short's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Columbia Short's mutual fund. These opinions can provide insight into Columbia Short's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Columbia Mutual Fund
Columbia Short 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 Short security.
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