Columbia Integrated Small Fund Manager Performance Evaluation
| ISGLX Fund | USD 17.68 0.00 0.00% |
The fund shows a Beta (market volatility) of -0.0187, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Columbia Integrated are expected to decrease at a much lower rate. During the bear market, Columbia Integrated is likely to outperform the market.
Risk-Adjusted Performance
16 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Columbia Integrated Small are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak essential indicators, Columbia Integrated showed solid returns over the last few months and may actually be approaching a breakup point.
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Columbia Integrated Relative Risk vs. Return Landscape
If you would invest 1,576 in Columbia Integrated Small on September 29, 2024 and sell it today you would earn a total of 192.00 from holding Columbia Integrated Small or generate 12.18% return on investment over 90 days. Columbia Integrated Small is currently producing 0.2825% returns and takes up 1.3236% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Columbia, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Columbia Integrated Current Valuation
Overvalued
Today
Please note that Columbia Integrated's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Columbia Integrated Small shows a prevailing Real Value of $16.12 per share. The current price of the fund is $17.68. We determine the value of Columbia Integrated Small 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 Integrated is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Columbia Mutual Fund. However, Columbia Integrated'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 17.68 | Real 16.12 | Hype 17.68 |
The intrinsic value of Columbia Integrated'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 Integrated'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 Integrated Small 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 Integrated more accurately as focusing exclusively on Columbia Integrated's fundamentals will not take into account other important factors: Columbia Integrated Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Columbia Integrated's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Columbia Integrated Small, and traders can use it to determine the average amount a Columbia Integrated'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 = 0.2135
| Best Portfolio | Best Equity | |||
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| Small Returns | ISGLX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.32 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.28 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average Columbia Integrated is performing at about 16% 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 Integrated by adding it to a well-diversified portfolio.
Columbia Integrated Fundamentals Growth
Columbia Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Columbia Integrated, and Columbia Integrated 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 | 96.97 M | ||||
About Columbia Integrated Performance
Evaluating Columbia Integrated's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Columbia Integrated 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 Integrated 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 small capitalization companies. The fund invests substantially in securities of U.S. issuers. The fund generally invests in common stocks. The fund may at times emphasize one or more sectors in selecting its investments, including the health care, industrials, and information technology sectors.Things to note about Columbia Integrated Small performance evaluation
Checking the ongoing alerts about Columbia Integrated for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Columbia Integrated Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Columbia Integrated is not yet fully synchronised with the market data | |
| Latest headline from news.google.com: Columbia High Yield Municipal Fund Q3 2024 Commentary - Seeking Alpha | |
| The fund retains all of its assets under management (AUM) in equities |
- Analyzing Columbia Integrated'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 Integrated's stock is overvalued or undervalued compared to its peers.
- Examining Columbia Integrated'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 Integrated's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Columbia Integrated's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Columbia Integrated's mutual fund. These opinions can provide insight into Columbia Integrated's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Columbia Mutual Fund
Columbia Integrated 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 Integrated security.
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
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| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Transaction History View history of all your transactions and understand their impact on performance |