Dunham Small's market value is the price at which a share of Dunham Small trades on a public exchange. It measures the collective expectations of Dunham Small Cap investors about its performance. Dunham Small is trading at 13.64 as of the 17th of February 2026; that is 1.34 percent increase since the beginning of the trading day. The fund's open price was 13.46. With this module, you can estimate the performance of a buy and hold strategy of Dunham Small Cap and determine expected loss or profit from investing in Dunham Small over a given investment horizon. Check out Dunham Small Correlation, Dunham Small Volatility and Dunham Small Performance module to complement your research on Dunham Small.
It's important to distinguish between Dunham Small's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Dunham Small should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. Conversely, Dunham Small's market price signifies the transaction level at which participants voluntarily complete trades.
Dunham Small 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Dunham Small's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Dunham Small.
0.00
11/19/2025
No Change 0.00
0.0
In 2 months and 31 days
02/17/2026
0.00
If you would invest 0.00 in Dunham Small on November 19, 2025 and sell it all today you would earn a total of 0.00 from holding Dunham Small Cap or generate 0.0% return on investment in Dunham Small over 90 days. Dunham Small is related to or competes with Invesco Gold, Goldman Sachs, and Precious Metals. Under normal market conditions, the fund invests at least 80 percent of its assets in small cap companies More
Dunham Small Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Dunham Small's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Dunham Small Cap upside and downside potential and time the market with a certain degree of confidence.
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dunham Small's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Dunham Small's standard deviation. In reality, there are many statistical measures that can use Dunham Small historical prices to predict the future Dunham Small's volatility.
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Dunham Small. Your research has to be compared to or analyzed against Dunham Small's peers to derive any actionable benefits. When done correctly, Dunham Small's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Dunham Small Cap.
Dunham Small February 17, 2026 Technical Indicators
Dunham Small appears to be very steady, given 3 months investment horizon. Dunham Small Cap secures Sharpe Ratio (or Efficiency) of 0.26, which denotes the fund had a 0.26 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Dunham Small Cap, which you can use to evaluate the volatility of the entity. Please utilize Dunham Small's Downside Deviation of 1.48, mean deviation of 1.1, and Coefficient Of Variation of 548.49 to check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 1.21, which means a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Dunham Small will likely underperform.
Auto-correlation
0.69
Good predictability
Dunham Small Cap has good predictability. Overlapping area represents the amount of predictability between Dunham Small time series from 19th of November 2025 to 3rd of January 2026 and 3rd of January 2026 to 17th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Dunham Small Cap price movement. The serial correlation of 0.69 indicates that around 69.0% of current Dunham Small price fluctuation can be explain by its past prices.
Correlation Coefficient
0.69
Spearman Rank Test
0.21
Residual Average
0.0
Price Variance
0.06
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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 Small 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 Small security.