Columbia Mutual Fund Manager Performance Evaluation


USD 12.39  0.05  0.41%   

The fund shows a Beta (market volatility) of 1.139, which signifies a somewhat significant risk relative to the market. Let's try to break down what Columbia's beta means in this case. Columbia Disciplined returns are very sensitive to returns on the market. As the market goes up or down, Columbia Disciplined is expected to follow. Although it is important to respect Columbia Disciplined Core historical returns, it is better to be realistic regarding the information on the equity's current trending patterns. The philosophy towards 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 analyzing Columbia Disciplined Core technical indicators, you can presently evaluate if the expected return of 0.0378% will be sustainable into the future.
Columbia Performance
1 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Columbia Disciplined Core 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 Disciplined is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.

Columbia Price Channel

Fifty Two Week Low11.00
Fifty Two Week High16.70

Columbia Disciplined Relative Risk vs. Return Landscape

If you would invest  1,220  in Columbia Disciplined Core on August 30, 2022 and sell it today you would earn a total of  19.00  from holding Columbia Disciplined Core or generate 1.56% return on investment over 90 days. Columbia Disciplined Core is currently producing 0.0378% returns and takes up 1.6434% volatility of returns over 90 trading days. Put another way, 14% 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 Disciplined is expected to generate 3.5 times less return on investment than the market. In addition to that, the company is 1.19 times more volatile than its market benchmark. It trades about 0.02 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.1 per unit of volatility.

Columbia Disciplined Current Valuation

Fairly Valued
Today 12.39
Please note that Columbia Disciplined's price fluctuation is not too volatile at this time.
Columbia Disciplined Core shows a prevailing Real Value of $12.24 per share. The current price of the fund is $12.39. At this time, the entity appears to be fairly valued. We determine the value of Columbia Disciplined Core 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.
Our valuation method for Columbia Disciplined Core 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 Disciplined. Since Columbia Disciplined is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Columbia Mutual Fund. However, Columbia Disciplined'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.
Real Value
Estimating the potential upside or downside of Columbia Disciplined Core 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 Disciplined more accurately as focusing exclusively on Columbia Disciplined's fundamentals will not take into account other important factors:
Band Projection (param)
LowerMiddle BandUpper
LowEstimated ValueHigh
Annual Dividend
LowIncome Per ShareHigh

Columbia Disciplined Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Columbia Disciplined's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Columbia Disciplined Core, and traders can use it to determine the average amount a Columbia Disciplined'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 = 0.023

Good Returns
Average Returns
Small Returns
Negative ReturnsAQEAX
Estimated Market Risk
  actual daily
 14 %
of total potential
Expected Return
  actual daily
 0 %
of total potential
Risk-Adjusted Return
  actual daily
 1 %
of total potential
Based on monthly moving average Columbia Disciplined 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 Disciplined by adding it to a well-diversified portfolio.

About Columbia Disciplined Performance

To evaluate Columbia Disciplined Core 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 Disciplined 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 Disciplined Core 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 investment seeks to provide shareholders with long-term capital growth. Columbia Disciplined is traded on NASDAQ Exchange in the United States.

Things to note about Columbia Disciplined Core

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

Columbia Disciplined Alerts

Equity Alerts and Improvement Suggestions

Columbia Disciplined is unlikely to experience financial distress in the next 2 years
The fund holds 99.54% of its assets under management (AUM) in equities
Please continue to Trending Equities. Note that the Columbia Disciplined Core information on this page should be used as a complementary analysis to other Columbia Disciplined's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.

Complementary Tools for Columbia Mutual Fund analysis

When running Columbia Disciplined Core price analysis, check to measure Columbia Disciplined'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 Disciplined is operating at the current time. Most of Columbia Disciplined's value examination focuses on studying past and present price action to predict the probability of Columbia Disciplined's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Columbia Disciplined's price. Additionally, you may evaluate how the addition of Columbia Disciplined to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Columbia Disciplined's value and its price as these two are different measures arrived at by different means. Investors typically determine Columbia Disciplined value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Columbia Disciplined'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.