Dunham Appreciation Financials
| DNAIX Fund | USD 8.75 0.03 0.34% |
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 Franklin High, Pace Municipal, Old Westbury, Intermediate-term, and Ab Impact. 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 |
| ISIN | US2654588852 |
| 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 26.92 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 February 2, 2026 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.
| Downside Deviation | 0.1804 | |||
| Information Ratio | (0.61) | |||
| Maximum Drawdown | 0.2294 | |||
| Value At Risk | (0.11) | |||
| Potential Upside | 0.1145 |
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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