Columbia Thermostat Five Year Return vs. Ten Year Return
| COTZX Fund | USD 16.69 0.06 0.36% |
For Columbia Thermostat profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Columbia Thermostat to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Columbia Thermostat Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Columbia Thermostat's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Columbia Thermostat Fund over time as well as its relative position and ranking within its peers.
Columbia |
Columbia Thermostat Ten Year Return vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Columbia Thermostat's current stock value. Our valuation model uses many indicators to compare Columbia Thermostat value to that of its competitors to determine the firm's financial worth. Columbia Thermostat Fund is third largest fund in five year return among similar funds. It is the top fund in ten year return among similar funds reporting about 1.05 of Ten Year Return per Five Year Return. 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 Thermostat's earnings, one of the primary drivers of an investment's value.Columbia Ten Year Return vs. Five Year Return
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Columbia Thermostat |
| = | 8.36 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Columbia Thermostat |
| = | 8.78 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Columbia Ten Year Return Comparison
Columbia Thermostat is currently under evaluation in ten year return among similar funds.
Columbia Thermostat Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Columbia Thermostat, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Columbia Thermostat will eventually generate negative long term returns. The profitability progress is the general direction of Columbia Thermostat's change in net profit over the period of time. It can combine multiple indicators of Columbia Thermostat, 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.
The fund is primarily managed as a fund that invests in other funds that seeks to achieve its investment objective by investing its assets among a selected group of underlying stock and bond mutual funds and ETFs. It allocates at least 95 percent of its net assets among the portfolio funds according to an asset allocation table based on the current level of the Standard Poors 500 Index. The fund may invest up to 5 percent of net assets plus any cash received that day in cash, high quality short-term paper and government securities.
Columbia Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Columbia Thermostat. 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 Thermostat 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 Thermostat's important profitability drivers and their relationship over time.
Use Columbia Thermostat 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 Thermostat 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 Thermostat will appreciate offsetting losses from the drop in the long position's value.Columbia Thermostat Pair Trading
Columbia Thermostat Fund Pair Trading Analysis
The ability to find closely correlated positions to Columbia Thermostat 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 Thermostat 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 Thermostat - 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 Thermostat Fund to buy it.
The correlation of Columbia Thermostat 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 Thermostat moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Columbia Thermostat 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 Thermostat 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 Thermostat position
In addition to having Columbia Thermostat 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 Moderate Funds Thematic Idea Now
Moderate Funds
Funds or Etfs that combine stocks, bonds and money market instruments to get modest capital appreciation over time. The Moderate Funds theme has 43 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 Moderate Funds Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Columbia Mutual Fund
To fully project Columbia Thermostat's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Columbia Thermostat 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 Thermostat's income statement, its balance sheet, and the statement of cash flows.
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing |