Dunham Appreciation Financial Statements From 2010 to 2024
| DNAIX Fund | USD 8.82 0.03 0.34% |
Check Dunham Appreciation financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Dunham Appreciation'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 Appreciation Valuation or Volatility modules.
Dunham |
Dunham Appreciation Income Mutual Fund Three Year Return Analysis
Dunham Appreciation'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 Dunham Appreciation Three Year Return | 1.69 % |
Most of Dunham Appreciation'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, Dunham Appreciation Income 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.
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Based on the latest financial disclosure, Dunham Appreciation Income has a Three Year Return of 1.6936%. This is much higher than that of the Dunham Funds family and significantly higher than that of the Nontraditional Bond category. The three year return for all United States funds is notably lower than that of the firm.
Dunham Appreciation Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dunham Appreciation's current stock value. Our valuation model uses many indicators to compare Dunham Appreciation value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dunham Appreciation competition to find correlations between indicators driving Dunham Appreciation's intrinsic value. More Info.Dunham Appreciation Income is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 574.45 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 Dunham Appreciation's earnings, one of the primary drivers of an investment's value.About Dunham Appreciation Financial Statements
Dunham Appreciation investors use historical fundamental indicators, such as Dunham Appreciation'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 Appreciation. Please read more on our technical analysis and fundamental analysis pages.
The funds sub-adviser seeks to achieve the investment objective by investing normally at least 80 percent of its assets in various credit-related instruments. It may invest in credit-related instruments rated below investment grade, which are commonly referred to as junk bonds. The fund may invest up to 20 percent of its total assets in equity instruments, including common stock and other instruments whose price is linked to the value of common stock.
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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 Dunham Mutual Fund
Dunham Appreciation 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 Appreciation security.
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