Columbia Select Competition
| SSVIX Fund | USD 23.09 0.04 0.17% |
Columbia Select vs Allianzgi Convertible Correlation View
Poor diversification
For the present investment horizon, the measured correlation between SSVIX and XNCVX stands at 0.69, or Poor diversification. This matters because lower overlap can improve diversification, while higher overlap leaves more of the same risk inside the portfolio.
Moving together with Columbia Mutual Fund
The mean reversion principle applied to Columbia Select's suggests that neither prolonged outperformance nor underperformance is permanent. Investors exploit this by positioning against extremes in price relative to fundamental value.
Columbia Select Competition Correlation Matrix
Correlation analysis between Columbia Select Smaller Cap and its competitors helps investors understand whether diversification is real or only superficial inside the same peer group. A reading near +1 usually means prices have moved in tandem, a reading near -1 suggests opposite movement, and a reading near zero points to weaker historical dependence.
| 0.65 | 0.83 | 0.76 | 0.93 | NCIDX | ||
| 0.65 | 0.8 | 0.31 | 0.45 | ARBOX | ||
| 0.83 | 0.8 | 0.66 | 0.76 | VAADX | ||
| 0.76 | 0.31 | 0.66 | 0.89 | AVK | ||
| 0.93 | 0.45 | 0.76 | 0.89 | XNCVX | ||
Risk-Adjusted Indicators
There is a big difference between Columbia Mutual Fund performing well and Columbia Select Mutual Fund doing well as a business compared to the competition. Risk-adjusted metrics allow investors to compare Columbia Select's efficiency and downside exposure against peers in a more meaningful way. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| NCIDX | 0.80 | 0.06 | 0.07 | 0.04 | 1.02 | 1.67 | 5.08 | |||
| ARBOX | 0.11 | 0.00 | 1.29 | 0.00 | 0.00 | 0.17 | 3.52 | |||
| VAADX | 0.91 | 0.22 | 0.24 | 0.23 | 0.75 | 1.65 | 13.94 | |||
| AVK | 0.54 | -0.03 | 0.00 | -0.10 | 0.00 | 0.84 | 3.27 | |||
| XNCVX | 0.76 | 0.01 | 0.00 | -0.03 | 0.00 | 1.59 | 5.08 |
Columbia Select Competitive Analysis
| Better Than Average | Worse Than Peers | View Performance Chart |
Columbia Select Competition Peer Performance Charts
How to Analyze Columbia Select Against Peers
Columbia Select's peer analysis compares Columbia Select with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:- Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
- Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
- Check valuation dispersion: Review whether Columbia Select trades at a premium or discount versus peers and why.
- Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
- Document the thesis: Record where Columbia Select leads or lags and what catalysts could close or widen the gap.
Peer Comparison Metrics & Methodology
EPS growth trajectory comparison for Columbia Select versus peers cuts through one-quarter earnings surprises and focuses on structural earnings expansion across periods. Relative analysis can highlight whether current pricing already reflects peer-group strengths or weaknesses.
Inputs for Columbia Select Smaller Cap come from fund disclosures and market reference feeds and are mapped into a consistent schema for analysis. Some fields can appear with publication lag.