Columbia Income Opportunities Fund Market Value
| CIOYX Fund | USD 8.89 0.02 0.23% |
| Symbol | Columbia |
Columbia Income 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Columbia Income's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Columbia Income.
| 05/09/2025 |
| 08/07/2025 |
If you would invest 0.00 in Columbia Income on May 9, 2025 and sell it all today you would earn a total of 0.00 from holding Columbia Income Opportunities or generate 0.0% return on investment in Columbia Income over 90 days. Columbia Income is related to or competes with Fidelity Sai, Virtus Convertible, Lord Abbett, Absolute Convertible, Rationalpier, and Calamos Dynamic. Under normal market conditions, the funds assets are invested primarily in income-producing debt securities, with an emp... More
Columbia Income Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Columbia Income's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Columbia Income Opportunities upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.1648 | |||
| Information Ratio | (0.27) | |||
| Maximum Drawdown | 1.04 | |||
| Value At Risk | (0.12) | |||
| Potential Upside | 0.4525 |
Columbia Income Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Columbia Income's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Columbia Income's standard deviation. In reality, there are many statistical measures that can use Columbia Income historical prices to predict the future Columbia Income's volatility.| Risk Adjusted Performance | 0.1952 | |||
| Jensen Alpha | 0.0473 | |||
| Total Risk Alpha | 0.0217 | |||
| Sortino Ratio | (0.31) | |||
| Treynor Ratio | (1.53) |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Columbia Income's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Columbia Income Oppo Backtested Returns
At this stage we consider Columbia Mutual Fund to be very steady. Columbia Income Oppo secures Sharpe Ratio (or Efficiency) of 0.3, which signifies that the fund had a 0.3 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Columbia Income Opportunities, which you can use to evaluate the volatility of the entity. Please confirm Columbia Income's Risk Adjusted Performance of 0.1952, coefficient of variation of 346.83, and Mean Deviation of 0.1356 to double-check if the risk estimate we provide is consistent with the expected return of 0.0565%. The fund shows a Beta (market volatility) of -0.0292, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Columbia Income are expected to decrease at a much lower rate. During the bear market, Columbia Income is likely to outperform the market.
Auto-correlation | 0.43 |
Average predictability
Columbia Income Opportunities has average predictability. Overlapping area represents the amount of predictability between Columbia Income time series from 9th of May 2025 to 23rd of June 2025 and 23rd of June 2025 to 7th of August 2025. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Columbia Income Oppo price movement. The serial correlation of 0.43 indicates that just about 43.0% of current Columbia Income price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.43 | |
| Spearman Rank Test | 0.44 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Columbia Income Oppo lagged returns against current returns
Autocorrelation, which is Columbia Income mutual fund's lagged correlation, explains the relationship between observations of its time series of returns over different periods of time. The observations are said to be independent if autocorrelation is zero. Autocorrelation is calculated as a function of mean and variance and can have practical application in predicting Columbia Income's mutual fund expected returns. We can calculate the autocorrelation of Columbia Income returns to help us make a trade decision. For example, suppose you find that Columbia Income has exhibited high autocorrelation historically, and you observe that the mutual fund is moving up for the past few days. In that case, you can expect the price movement to match the lagging time series.
Current and Lagged Values |
| Timeline |
Columbia Income regressed lagged prices vs. current prices
Serial correlation can be approximated by using the Durbin-Watson (DW) test. The correlation can be either positive or negative. If Columbia Income mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Columbia Income mutual fund is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Columbia Income mutual fund over time.
Current vs Lagged Prices |
| Timeline |
Columbia Income Lagged Returns
When evaluating Columbia Income's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Columbia Income mutual fund have on its future price. Columbia Income autocorrelation represents the degree of similarity between a given time horizon and a lagged version of the same horizon over the previous time interval. In other words, Columbia Income autocorrelation shows the relationship between Columbia Income mutual fund current value and its past values and can show if there is a momentum factor associated with investing in Columbia Income Opportunities.
Regressed Prices |
| Timeline |
Also Currently Popular
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 Income 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 Income security.
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