Columbia Short Term Fund Manager Performance Evaluation
| NSTRX Fund | USD 9.79 0.01 0.10% |
The fund shows a Beta (market volatility) of -0.014, 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
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Columbia Short Term are ranked lower than 5 (%) 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 Date | 1st of August 2022 | |
| Expense Ratio | 0.7100 |
Columbia |
Columbia Short Relative Risk vs. Return Landscape
If you would invest 974.00 in Columbia Short Term on September 3, 2024 and sell it today you would earn a total of 5.00 from holding Columbia Short Term or generate 0.51% return on investment over 90 days. Columbia Short Term is currently producing 0.0081% returns and takes up 0.1143% volatility of returns over 90 trading days. Put another way, 1% 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 Current Valuation
Overvalued
Today
Please note that Columbia Short's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Columbia Short Term shows a prevailing Real Value of $9.01 per share. The current price of the fund is $9.79. We determine the value of Columbia Short Term 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 Short is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Columbia Mutual Fund. However, Columbia Short'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 9.79 | Real 9.01 | Hype 9.79 | Naive 9.78 |
The intrinsic value of Columbia Short'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 Short'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 Short Term 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 Short more accurately as focusing exclusively on Columbia Short's fundamentals will not take into account other important factors: 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 = 0.0706
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | NSTRX |
Estimated Market Risk
| 0.11 actual daily | 0 100% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Columbia Short is performing at about 5% 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.
Columbia Short Fundamentals Growth
Columbia Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Columbia Short, and Columbia Short 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 | 206.4 M | |||
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.
The fund invests at least 80 percent of its net assets in bonds, including debt instruments issued by the U.S. government and its agencies, debt securities issued by corporations, mortgage- and other asset-backed securities, and dollar-denominated securities issued by foreign governments, companies or other entities. The fund also invests at least 65 percent of its total assets in securities that, at the time of purchase, are rated investment grade or are unrated but determined to be of comparable quality.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.| The fund maintains about 9.64% of its assets in bonds |
- 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.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
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