Columbia Ultra Short Fund Buy Hold or Sell Recommendation
| CUSOX Fund | USD 9.19 0.00 0.00% |
Assuming the 90 days horizon and complete risk avoidance on your part, our recommendation regarding Columbia Ultra Short is 'Strong Sell'. Macroaxis provides Columbia Ultra buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding CUSOX positions. The advice algorithm takes into account all of Columbia Ultra's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Columbia Ultra's buy or sell advice are summarized below:
Real Value 8.4 | Hype Value 9.19 | Market Value 9.19 | Naive Value 9.19 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Columbia Ultra Short given historical horizon and risk tolerance towards Columbia Ultra. When Macroaxis issues a 'buy' or 'sell' recommendation for Columbia Ultra Short, the advice is generated through an automated system that utilizes algorithms and statistical models.
Columbia |
Execute Columbia Ultra Buy or Sell Advice
The Columbia recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Columbia Ultra Short. Macroaxis does not own or have any residual interests in Columbia Ultra Short or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Columbia Ultra's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Sell
Market Performance | Solid | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Analyst Consensus | Not Available | Details |
Columbia Ultra Trading Alerts and Improvement Suggestions
| The fund holds about 12.73% of its assets under management (AUM) in fixed income securities |
Columbia Ultra Returns Distribution Density
The distribution of Columbia Ultra's historical returns is an attempt to chart the uncertainty of Columbia Ultra's future price movements. The chart of the probability distribution of Columbia Ultra daily returns describes the distribution of returns around its average expected value. We use Columbia Ultra Short price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Columbia Ultra returns is essential to provide solid investment advice for Columbia Ultra.
| Mean Return | 0.02 | Value At Risk | -0.11 | Potential Upside | 0.11 | Standard Deviation | 0.09 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Columbia Ultra historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Columbia Ultra Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Columbia Ultra or Columbia Threadneedle sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Columbia Ultra's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Columbia fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | 0.01 | |
β | Beta against NYSE Composite | 0.03 | |
σ | Overall volatility | 0.09 | |
Ir | Information ratio | -0.39 |
Columbia Ultra Volatility Alert
Columbia Ultra Short exhibits very low volatility with skewness of 3.28 and kurtosis of 13.54. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Columbia Ultra's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Columbia Ultra's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Columbia Ultra Fundamentals Vs Peers
Comparing Columbia Ultra's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Columbia Ultra's direct or indirect competition across all of the common fundamentals between Columbia Ultra and the related equities. This way, we can detect undervalued stocks with similar characteristics as Columbia Ultra or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Columbia Ultra's fundamental indicators could also be used in its relative valuation, which is a method of valuing Columbia Ultra by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Columbia Ultra to competition |
| Fundamentals | Columbia Ultra | Peer Average |
| Annual Yield | 0 % | 0.29 % |
| Year To Date Return | 1.61 % | 0.39 % |
| One Year Return | 6.01 % | 4.15 % |
| Three Year Return | 2.67 % | 3.60 % |
| Five Year Return | 2.29 % | 3.24 % |
| Ten Year Return | 1.05 % | 1.79 % |
| Net Asset | 1.4 B | 4.11 B |
| Cash Position Weight | 2.94 % | 10.61 % |
| Bond Positions Weight | 12.73 % | 11.24 % |
Columbia Ultra Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Columbia . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Columbia Ultra Buy or Sell Advice
When is the right time to buy or sell Columbia Ultra Short? Buying financial instruments such as Columbia Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Columbia Ultra 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 Construction Materials Thematic Idea Now
Construction Materials
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Construction Materials theme has 61 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 Construction Materials Theme or any other thematic opportunities.
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Check out Columbia Ultra Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Insider Screener module to find insiders across different sectors to evaluate their impact on performance.