Columbia Short Term Fund Fundamentals
| CSBYX Fund | USD 9.81 0.01 0.10% |
By evaluating key metrics such as revenue growth, profitability, cash flow trends, and balance sheet strength, investors can better assess Columbia Short's long-term financial health and intrinsic value.
Columbia |
Columbia Short Term Mutual Fund Three Year Return Analysis
Columbia Short's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Columbia Short Three Year Return | 5.54 % |
Most of Columbia Short's fundamental indicators, such as Three Year 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 Short Term is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Columbia Short Term has a Three Year Return of 5.5432%. This is 62.11% lower than that of the Columbia family and significantly higher than that of the Short-Term Bond category. The three year return for all United States funds is notably lower than that of the firm.
Columbia Short Term Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Columbia Short's current stock value. Our valuation model uses many indicators to compare Columbia Short value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Columbia Short competition to find correlations between indicators driving Columbia Short's intrinsic value. More Info.Columbia Short Term is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 1,947 of Year To Date Return per Annual Yield. 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 Short's earnings, one of the primary drivers of an investment's value.Columbia Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Columbia Short's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Columbia Short could also be used in its relative valuation, which is a method of valuing Columbia Short by comparing valuation metrics of similar companies.Columbia Short is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Columbia Short
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds and cash equivalents.Asset allocation divides Columbia Short's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Columbia Fundamentals
| Total Asset | 1.1 B | |||
| Annual Yield | 0 % | |||
| Year To Date Return | 3.12 % | |||
| One Year Return | 5.89 % | |||
| Three Year Return | 5.54 % | |||
| Five Year Return | 3.05 % | |||
| Ten Year Return | 1.62 % | |||
| Net Asset | 1.15 B | |||
| Last Dividend Paid | 0.01 | |||
| Cash Position Weight | 0.76 % | |||
| Bond Positions Weight | 9.64 % |
About Columbia Short Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Columbia Short Term's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Columbia Short using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Columbia Short Term based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund invests at least 80 percent of its net assets in bonds, including debt instruments issued by the U.S. government and its agencies, debt securities issued by corporations, mortgage- and other asset-backed securities, and dollar-denominated securities issued by foreign governments, companies or other entities. The fund also invests at least 65 percent of its total assets in securities that, at the time of purchase, are rated investment grade or are unrated but determined to be of comparable quality.
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Other Information on Investing in Columbia Mutual Fund
Columbia Short 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 Short security.
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