Columbia Diversified Financial Statements From 2010 to 2025
| ADECX Fund | USD 18.35 0.14 0.77% |
Check Columbia Diversified financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Columbia Diversified's main balance sheet or income statement drivers, such as , as well as many indicators such as . Columbia financial statements analysis is a perfect complement when working with Columbia Diversified Valuation or Volatility modules.
Columbia |
Columbia Diversified Equity Mutual Fund Year To Date Return Analysis
Columbia Diversified's 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.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Columbia Diversified Year To Date Return | 9.33 % |
Most of Columbia Diversified's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Columbia Diversified Equity is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
| Competition |
In accordance with the company's disclosures, Columbia Diversified Equity has a Year To Date Return of 9.3348%. This is 14.4% higher than that of the Columbia family and significantly higher than that of the Large Value category. The year to date return for all United States funds is notably lower than that of the firm.
Columbia Diversified Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Columbia Diversified's current stock value. Our valuation model uses many indicators to compare Columbia Diversified value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Columbia Diversified competition to find correlations between indicators driving Columbia Diversified's intrinsic value. More Info.Columbia Diversified Equity is second largest fund in price to earning among similar funds. It is third largest fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Columbia Diversified Equity is roughly 8.74 . 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 Diversified's earnings, one of the primary drivers of an investment's value.About Columbia Diversified Financial Statements
Columbia Diversified investors use historical fundamental indicators, such as Columbia Diversified's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Columbia Diversified. Please read more on our technical analysis and fundamental analysis pages.
The funds assets primarily are invested in equity securities. Under normal market conditions, it will invest at least 80 percent of its net assets in common and preferred stocks of large capitalization companies. The fund may invest up to 25 percent of its net assets in foreign investments. It may from time to time emphasize one or more sectors in selecting its investments, including the financial services sector and health care sectors.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Columbia Mutual Fund
Columbia Diversified financial ratios help investors to determine whether Columbia Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Columbia with respect to the benefits of owning Columbia Diversified security.
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