Columbia Diversified Fixed Etf Performance
| DIAL Etf | USD 17.21 0.10 0.58% |
The etf shows a Beta (market volatility) of 0.37, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Columbia Diversified's returns are expected to increase less than the market. However, during the bear market, the loss of holding Columbia Diversified is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Columbia Diversified Fixed has generated negative risk-adjusted returns adding no value to investors with long positions. Despite quite persistent basic indicators, Columbia Diversified is not utilizing all of its potentials. The recent stock price mess, may contribute to short-term losses for the institutional investors. ...more
1 | 2024 began with continued outflows - World Gold Council | 02/07/2024 |
2 | Atria Wealth Solutions Inc. Has 569000 Stock Holdings in Columbia Diversified Fixed Income Allocation ETF ... - AmericanBankingNEWS | 02/16/2024 |
3 | Rehmann Capital Advisory Group Purchases 31,281 Shares of Columbia Diversified Fixed Income Allocation ETF | 03/01/2024 |
4 | FEPI Good Covered Call ETF, But Better Choices Out There - Seeking Alpha | 03/18/2024 |
5 | BMO CA High Dividend Covered Call ETF Trading Down 0.1 percent - Defense World | 03/25/2024 |
6 | Global X Dow 30 Covered Call ETF Stock Price Down 0.2 percent - Defense World | 04/09/2024 |
7 | JEPI Do Not Make The Same Mistake Two Years In A Row, Buy This Covered Call ETF Instead - Markets Insider | 04/17/2024 |
| In Threey Sharp Ratio | -0.51 |
Columbia |
Columbia Diversified Relative Risk vs. Return Landscape
If you would invest 1,758 in Columbia Diversified Fixed on January 26, 2024 and sell it today you would lose (27.00) from holding Columbia Diversified Fixed or give up 1.54% of portfolio value over 90 days. Columbia Diversified Fixed is currently does not generate positive expected returns and assumes 0.3821% risk (volatility on return distribution) over the 90 days horizon. In different words, 3% of etfs are less volatile than Columbia, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Columbia Diversified Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Columbia Diversified's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Columbia Diversified Fixed, and traders can use it to determine the average amount a Columbia Diversified'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 = -0.0634
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| Negative Returns | DIAL |
Estimated Market Risk
| 0.38 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Columbia Diversified is not performing at its full potential. However, 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 Diversified by adding Columbia Diversified to a well-diversified portfolio.
Columbia Diversified Fundamentals Growth
Columbia Etf prices reflect investors' perceptions of the future prospects and financial health of Columbia Diversified, and Columbia Diversified fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Columbia Etf performance.
| Return On Equity | -41.38 | |||
| Return On Asset | -0.0036 | |||
| Profit Margin | (0.01) % | |||
| Operating Margin | (0.43) % | |||
| Current Valuation | 279.83 M | |||
| Shares Outstanding | 57.03 M | |||
| Price To Earning | 0.33 X | |||
| Price To Book | 2.11 X | |||
| Price To Sales | 0.04 X | |||
| Revenue | 239.02 M | |||
| EBITDA | (101.74 M) | |||
| Cash And Equivalents | 8.45 M | |||
| Cash Per Share | 0.15 X | |||
| Total Debt | 285.98 M | |||
| Debt To Equity | 4.13 % | |||
| Book Value Per Share | (1.26) X | |||
| Cash Flow From Operations | (5.59 M) | |||
| Earnings Per Share | (2.57) X | |||
| Total Asset | 601.97 M | |||
| Retained Earnings | (585.35 M) | |||
| Current Asset | 103.08 M | |||
| Current Liabilities | 331.65 M | |||
About Columbia Diversified Performance
To evaluate Columbia Diversified Etf 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 Diversified 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 Etf'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 Diversified 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 at least 80 percent of its assets in securities within the index or in securities, that the funds investment adviser determines have economic characteristics that are substantially the same as the economic characteristics of the securities within the index. Columbia Diversified is traded on NYSEARCA Exchange in the United States.| Columbia Diversified generated a negative expected return over the last 90 days | |
| The company currently holds 285.98 M in liabilities with Debt to Equity (D/E) ratio of 4.13, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Columbia Diversified has a current ratio of 0.3, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Debt can assist Columbia Diversified until it has trouble settling it off, either with new capital or with free cash flow. So, Columbia Diversified's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Columbia Diversified sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Columbia to invest in growth at high rates of return. When we think about Columbia Diversified's use of debt, we should always consider it together with cash and equity. | |
| The entity reported the previous year's revenue of 239.02 M. Net Loss for the year was (146.69 M) with profit before overhead, payroll, taxes, and interest of 67.32 M. | |
| The fund created three year return of -4.0% | |
| Roughly 86.0% of Columbia Diversified shares are held by company insiders | |
| Latest headline from news.google.com: JEPI Do Not Make The Same Mistake Two Years In A Row, Buy This Covered Call ETF Instead - Markets Insider | |
| Columbia Diversified retains almost 32.14% of its assets under management (AUM) in fixed income securities |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Columbia Diversified Fixed. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Columbia Diversified information on this page should be used as a complementary analysis to other Columbia Diversified'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 the Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.
The market value of Columbia Diversified is measured differently than its book value, which is the value of Columbia that is recorded on the company's balance sheet. Investors also form their own opinion of Columbia Diversified's value that differs from its market value or its book value, called intrinsic value, which is Columbia Diversified's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Columbia Diversified's market value can be influenced by many factors that don't directly affect Columbia Diversified's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Columbia Diversified's value and its price as these two are different measures arrived at by different means. Investors typically determine if Columbia Diversified is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Columbia Diversified'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.