Columbia Trarian Five Year Return vs. Year To Date Return

LCCAX Fund  USD 36.37  0.39  1.08%   
Considering Columbia Trarian's profitability and operating efficiency indicators, Columbia Trarian Core may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Columbia Trarian's ability to earn profits and add value for shareholders.
For Columbia Trarian profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Columbia Trarian to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Columbia Trarian Core utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Columbia Trarian's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Columbia Trarian Core over time as well as its relative position and ranking within its peers.
  
Check out Correlation Analysis.
Please note, there is a significant difference between Columbia Trarian's value and its price as these two are different measures arrived at by different means. Investors typically determine if Columbia Trarian is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Columbia Trarian's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Columbia Trarian Core Year To Date Return vs. Five Year Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Columbia Trarian's current stock value. Our valuation model uses many indicators to compare Columbia Trarian value to that of its competitors to determine the firm's financial worth.
Columbia Trarian Core is number one fund in five year return among similar funds. It also is number one fund in year to date return among similar funds creating about  1.63  of Year To Date 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 Trarian's earnings, one of the primary drivers of an investment's value.

Columbia Year To Date 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 Trarian

Five Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
16.30 %
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.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.

Columbia Trarian

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
26.60 %
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.

Columbia Year To Date Return Comparison

Columbia Trarian is currently under evaluation in year to date return among similar funds.

Columbia Trarian Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Columbia Trarian, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Columbia Trarian will eventually generate negative long term returns. The profitability progress is the general direction of Columbia Trarian's change in net profit over the period of time. It can combine multiple indicators of Columbia Trarian, 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 invests at least 80 percent of its net assets in common stocks. In addition, under normal circumstances, it invests at least 80 percent of its net assets in equity securities of U.S. companies that have large market capitalizations that the funds investment manager believes are undervalued and have the potential for long-term growth and current income. The fund may also invest up to 20 percent of its net assets in foreign securities.

Columbia Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Columbia Trarian. 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 Trarian 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 Trarian's important profitability drivers and their relationship over time.

Use Columbia Trarian 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 Trarian 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 Trarian will appreciate offsetting losses from the drop in the long position's value.

Columbia Trarian Pair Trading

Columbia Trarian Core Pair Trading Analysis

The ability to find closely correlated positions to Columbia Trarian 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 Trarian 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 Trarian - 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 Trarian Core to buy it.
The correlation of Columbia Trarian 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 Trarian moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Columbia Trarian Core 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 Trarian 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.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Columbia Trarian position

In addition to having Columbia Trarian 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 Precious Metals Funds Thematic Idea Now

Precious Metals Funds
Precious Metals Funds Theme
Funds or Etfs that invest in entities that are involved in mining, processing or dealing of precious metals. The Precious Metals Funds theme has 29 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 Precious Metals Funds Theme or any other thematic opportunities.
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Other Information on Investing in Columbia Mutual Fund

To fully project Columbia Trarian's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Columbia Trarian Core 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 Trarian's income statement, its balance sheet, and the statement of cash flows.
Potential Columbia Trarian investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Columbia Trarian investors may work on each financial statement separately, they are all related. The changes in Columbia Trarian's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Columbia Trarian's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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