Dunham Focused Financial Statements From 2010 to 2024
| DCFGX Fund | USD 40.28 0.26 0.65% |
Check Dunham Focused financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Dunham Focused's main balance sheet or income statement drivers, such as , as well as many indicators such as . Dunham financial statements analysis is a perfect complement when working with Dunham Focused Valuation or Volatility modules.
Dunham |
Dunham Focused Large Mutual Fund Year To Date Return Analysis
Dunham Focused'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 Dunham Focused Year To Date Return | 27.45 % |
Most of Dunham Focused'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, Dunham Focused Large 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 |
According to the company's disclosures, Dunham Focused Large has a Year To Date Return of 27.446%. This is much higher than that of the Dunham Funds family and significantly higher than that of the Large Growth category. The year to date return for all United States funds is notably lower than that of the firm.
Dunham Focused Large Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dunham Focused's current stock value. Our valuation model uses many indicators to compare Dunham Focused value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dunham Focused competition to find correlations between indicators driving Dunham Focused's intrinsic value. More Info.Dunham Focused Large is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.20 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Dunham Focused Large is roughly 5.09 . 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 Dunham Focused's earnings, one of the primary drivers of an investment's value.About Dunham Focused Financial Statements
Dunham Focused investors use historical fundamental indicators, such as Dunham Focused'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 Dunham Focused. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in domestic and foreign growth-oriented, large capitalization or large cap equity securities of companies traded on U.S. stock exchanges or in the over-the-counter market. It normally invests at least 80 percent of its assets in the common stock of large cap companies. The managers define large capitalization companies as those companies whose market capitalizations are equal to or greater than the smallest company in the Russell 1000 Index during the most recent 12-month period. It is non-diversified.
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 Dunham Mutual Fund
Dunham Focused financial ratios help investors to determine whether Dunham 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 Dunham with respect to the benefits of owning Dunham Focused security.
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| CEOs Directory Screen CEOs from public companies around the world |