Dunham Appreciation Financials
| DAAIX Fund | USD 8.80 0.02 0.23% |
Dunham |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Dunham Appreciation Fund Summary
Dunham Appreciation competes with Qs Us, Ab Value, Scharf Global, Acm Dynamic, and Rbb Fund. 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.Specialization | Nontraditional Bond, Nontraditional Bond |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Dunham Funds |
| Mutual Fund Family | Dunham Funds |
| Mutual Fund Category | Nontraditional Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 888 338 6426 |
| Currency | USD - US Dollar |
Dunham Appreciation Key Financial Ratios
Dunham Financial Ratios 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 500.63 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.Dunham Appreciation Systematic Risk
Dunham Appreciation's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Dunham Appreciation volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Dunham Appreciation correlated with the market. If Beta is less than 0 Dunham Appreciation generally moves in the opposite direction as compared to the market. If Dunham Appreciation Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Dunham Appreciation is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Dunham Appreciation is generally in the same direction as the market. If Beta > 1 Dunham Appreciation moves generally in the same direction as, but more than the movement of the benchmark.
Dunham Appreciation December 2, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Dunham Appreciation help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Dunham Appreciation Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Dunham Appreciation Income based on widely used predictive technical indicators. In general, we focus on analyzing Dunham Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Dunham Appreciation's daily price indicators and compare them against related drivers.
| Information Ratio | (2.08) | |||
| Maximum Drawdown | 0.2286 | |||
| Value At Risk | (0.11) | |||
| Potential Upside | 0.1142 |
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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