Columbia Mortgage Bond Positions Weight vs. Three Year Return
| CLMAX Fund | USD 8.20 0.02 0.24% |
For Columbia Mortgage profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Columbia Mortgage to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Columbia Mortgage Opportunities utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Columbia Mortgage's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Columbia Mortgage Opportunities over time as well as its relative position and ranking within its peers.
Columbia |
Columbia Mortgage Three Year Return vs. Bond Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Columbia Mortgage's current stock value. Our valuation model uses many indicators to compare Columbia Mortgage value to that of its competitors to determine the firm's financial worth. Columbia Mortgage Opportunities is fourth largest fund in bond positions weight among similar funds. It is fifth largest fund in three year return among similar funds . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Columbia Mortgage's earnings, one of the primary drivers of an investment's value.Columbia Three Year Return vs. Bond Positions Weight
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Columbia Mortgage |
| = | 0.86 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Columbia Mortgage |
| = | (2.22) % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Columbia Three Year Return Comparison
Columbia Mortgage is currently under evaluation in three year return among similar funds.
Columbia Mortgage Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Columbia Mortgage, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Columbia Mortgage will eventually generate negative long term returns. The profitability progress is the general direction of Columbia Mortgage's change in net profit over the period of time. It can combine multiple indicators of Columbia Mortgage, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in mortgage-related assets. It may invest in debt instruments of any maturity and does not seek to maintain either a particular dollar-weighted average maturity or a particular duration.
Columbia Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Columbia Mortgage. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Columbia Mortgage position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Columbia Mortgage's important profitability drivers and their relationship over time.
Use Columbia Mortgage in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Columbia Mortgage position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Columbia Mortgage will appreciate offsetting losses from the drop in the long position's value.Columbia Mortgage Pair Trading
Columbia Mortgage Opportunities Pair Trading Analysis
The ability to find closely correlated positions to Columbia Mortgage could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Columbia Mortgage when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Columbia Mortgage - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Columbia Mortgage Opportunities to buy it.
The correlation of Columbia Mortgage is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Columbia Mortgage moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Columbia Mortgage moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Columbia Mortgage can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Columbia Mortgage position
In addition to having Columbia Mortgage in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Small & Mid Caps ETFs Thematic Idea Now
Small & Mid Caps ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Small & Mid Caps ETFs theme has 19 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Small & Mid Caps ETFs Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Columbia Mutual Fund
To fully project Columbia Mortgage's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Columbia Mortgage at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Columbia Mortgage's income statement, its balance sheet, and the statement of cash flows.
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Bonds Directory Find actively traded corporate debentures issued by US companies | |
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals |