COLUMBIA Mutual Fund Manager Performance Evaluation

ACRNX
 Fund
  

USD 9.64  0.01  0.10%   

The fund shows a Beta (market volatility) of 0.0695, which signifies not very significant fluctuations relative to the market. Let's try to break down what COLUMBIA's beta means in this case. As returns on the market increase, COLUMBIA ACORN returns are expected to increase less than the market. However, during the bear market, the loss on holding COLUMBIA ACORN will be expected to be smaller as well. Although it is important to respect COLUMBIA ACORN FUND historical returns, it is better to be realistic regarding the information on the equity's current trending patterns. The approach to foreseeing future performance of any fund is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By reviewing COLUMBIA ACORN FUND technical indicators, you can today evaluate if the expected return of 0.0288% will be sustainable into the future.
  
COLUMBIA Performance
1 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in COLUMBIA ACORN FUND are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, COLUMBIA ACORN is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more

COLUMBIA Price Channel

Fifty Two Week Low8.14
Fifty Two Week High17.96
Trailing Annual Dividend Yield23.40%

COLUMBIA ACORN Relative Risk vs. Return Landscape

If you would invest  960.00  in COLUMBIA ACORN FUND on September 7, 2022 and sell it today you would earn a total of  4.00  from holding COLUMBIA ACORN FUND or generate 0.42% return on investment over 90 days. COLUMBIA ACORN FUND is currently producing 0.0288% returns and takes up 2.1331% volatility of returns over 90 trading days. Put another way, 18% 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.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon COLUMBIA ACORN is expected to generate 3.67 times less return on investment than the market. In addition to that, the company is 1.4 times more volatile than its market benchmark. It trades about 0.01 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.07 per unit of volatility.

COLUMBIA ACORN Current Valuation

Undervalued
Today 9.64
Please note that COLUMBIA ACORN's price fluctuation is out of control at this time.
COLUMBIA ACORN FUND prevailing Real Value cannot be determined due to lack of data. The current price of COLUMBIA ACORN FUND is $9.64. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of COLUMBIA ACORN FUND from reviewing 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, in the future, mutual fund prices and their ongoing real values will blend.
Our valuation method for COLUMBIA ACORN FUND is useful when determining the fair value of the COLUMBIA mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of COLUMBIA ACORN. Since COLUMBIA ACORN is currently traded on the exchange, buyers and sellers on that exchange determine the market value of COLUMBIA Mutual Fund. However, COLUMBIA ACORN'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.
0.00
Real Value
2.13
Upside
Estimating the potential upside or downside of COLUMBIA ACORN FUND 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 ACORN more accurately as focusing exclusively on COLUMBIA ACORN's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
8.499.159.80
Details
Hype
Prediction
LowEstimated ValueHigh
0.000.002.13
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.650.780.92
Details

COLUMBIA ACORN Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for COLUMBIA ACORN's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as COLUMBIA ACORN FUND, and traders can use it to determine the average amount a COLUMBIA ACORN'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 = 0.0135

Best
Portfolio
Best
Equity
Good Returns
Average Returns
Small Returns
CashSmall
Risk
Average
Risk
High
Risk
Huge
Risk
Negative ReturnsACRNX
Estimated Market Risk
 2.13
  actual daily
 
 18 %
of total potential
 
1818
Expected Return
 0.03
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 0.01
  actual daily
 
 1 %
of total potential
 
11
Based on monthly moving average COLUMBIA ACORN is performing at about 1% 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 ACORN by adding it to a well-diversified portfolio.

About COLUMBIA ACORN Performance

To evaluate COLUMBIA ACORN FUND Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when COLUMBIA ACORN generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare COLUMBIA Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand COLUMBIA ACORN FUND market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents COLUMBIA's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
The fund invests a majority of its net assets in the common stock of small- and mid-sized companies with market capitalizations generally in the range of market capitalizations in the Russell 2500 Growth Index, the funds benchmark, at the time of purchase. Columbia Acorn is traded on NASDAQ Exchange in the United States.

Things to note about COLUMBIA ACORN FUND

Checking the ongoing alerts about COLUMBIA ACORN for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for COLUMBIA ACORN FUND help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

COLUMBIA ACORN Alerts

Equity Alerts and Improvement Suggestions

COLUMBIA ACORN FUND is unlikely to experience financial distress in the next 2 years
The fund holds 98.66% of its assets under management (AUM) in equities
Please continue to Trending Equities. You can also try Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.

Complementary Tools for analysis

When running COLUMBIA ACORN FUND price analysis, check to measure COLUMBIA ACORN's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy COLUMBIA ACORN is operating at the current time. Most of COLUMBIA ACORN's value examination focuses on studying past and present price action to predict the probability of COLUMBIA ACORN's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move COLUMBIA ACORN's price. Additionally, you may evaluate how the addition of COLUMBIA ACORN to your portfolios can decrease your overall portfolio volatility.
Cryptocurrency Center
Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency
Go
Portfolio Anywhere
Track or share privately all of your investments from the convenience of any device
Go
Insider Screener
Find insiders across different sectors to evaluate their impact on performance
Go
Bond Directory
Find actively traded corporate debentures issued by US companies
Go
Sync Your Broker
Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors.
Go
Pair Correlation
Compare performance and examine fundamental relationship between any two equity instruments
Go
Financial Widgets
Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets
Go
ETF Directory
Find actively traded Exchange Traded Funds (ETF) from around the world
Go
Please note, there is a significant difference between COLUMBIA ACORN's value and its price as these two are different measures arrived at by different means. Investors typically determine COLUMBIA ACORN value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, COLUMBIA ACORN'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.