Dunham International Stock Fund Manager Performance Evaluation
| DCINX Fund | USD 17.05 0.09 0.53% |
The fund shows a Beta (market volatility) of 0.36, which means possible diversification benefits within a given portfolio. As returns on the market increase, Dunham International's returns are expected to increase less than the market. However, during the bear market, the loss of holding Dunham International is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Dunham International Stock has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Dunham International is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 3.0000 |
Dunham |
Dunham International Relative Risk vs. Return Landscape
If you would invest 1,793 in Dunham International Stock on August 28, 2024 and sell it today you would lose (79.00) from holding Dunham International Stock or give up 4.41% of portfolio value over 90 days. Dunham International Stock is currently producing negative expected returns and takes up 0.9041% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Dunham, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Dunham International Current Valuation
Fairly Valued
Today
Please note that Dunham International's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Dunham International shows a prevailing Real Value of $17.28 per share. The current price of the fund is $17.05. We determine the value of Dunham International from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Dunham International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dunham Mutual Fund. However, Dunham International's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 17.05 | Real 17.28 | Hype 17.14 |
The intrinsic value of Dunham International's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Dunham International's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Dunham International Stock helps investors to forecast how Dunham mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Dunham International more accurately as focusing exclusively on Dunham International's fundamentals will not take into account other important factors: Dunham International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dunham International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Dunham International Stock, and traders can use it to determine the average amount a Dunham International's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0734
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DCINX |
Estimated Market Risk
| 0.9 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Dunham International is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Dunham International by adding Dunham International to a well-diversified portfolio.
Dunham International Fundamentals Growth
Dunham Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dunham International, and Dunham International fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Dunham Mutual Fund performance.
| Price To Earning | 14.68 X | ||||
| Price To Book | 1.34 X | ||||
| Price To Sales | 0.93 X | ||||
| Total Asset | 157.02 M | ||||
About Dunham International Performance
Evaluating Dunham International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dunham International has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Dunham International has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests in equities of international corporations traded on stock exchanges around the world, including those in emerging markets, alternative trading venues or in the over-the-counter market. It normally invests at least 80 percent of its assets in stock of non-U.S. companies in at least three foreign countries, which may include companies located or operating in established or emerging market countries.Things to note about Dunham International performance evaluation
Checking the ongoing alerts about Dunham International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dunham International help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Dunham International generated a negative expected return over the last 90 days | |
| The fund retains 95.41% of its assets under management (AUM) in equities |
- Analyzing Dunham International's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Dunham International's stock is overvalued or undervalued compared to its peers.
- Examining Dunham International's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Dunham International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dunham International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dunham International's mutual fund. These opinions can provide insight into Dunham International's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Dunham Mutual Fund
Dunham International 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 International security.
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |