Dunham Appreciation Income Fund Market Value
| DNAIX Fund | USD 8.76 0.01 0.11% |
| Symbol | Dunham |
Dunham Appreciation '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 Appreciation'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 Appreciation.
| 11/06/2025 |
| 02/04/2026 |
If you would invest 0.00 in Dunham Appreciation on November 6, 2025 and sell it all today you would earn a total of 0.00 from holding Dunham Appreciation Income or generate 0.0% return on investment in Dunham Appreciation over 90 days. Dunham Appreciation is related to or competes with Needham Aggressive, Morningstar Aggressive, Siit High, Western Asset, Ab High, Aquila Three, and Artisan High. The funds sub-adviser seeks to achieve the investment objective by investing normally at least 80 percent of its assets ... More
Dunham Appreciation 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 Appreciation'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 Appreciation Income upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.1258 | |||
| Information Ratio | (0.76) | |||
| Maximum Drawdown | 0.2302 | |||
| Value At Risk | (0.11) | |||
| Potential Upside | 0.1149 |
Dunham Appreciation Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dunham Appreciation's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Dunham Appreciation's standard deviation. In reality, there are many statistical measures that can use Dunham Appreciation historical prices to predict the future Dunham Appreciation's volatility.| Risk Adjusted Performance | (0.01) | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | (0.35) | |||
| Treynor Ratio | (0.07) |
Dunham Appreciation February 4, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | (0.01) | |||
| Market Risk Adjusted Performance | (0.06) | |||
| Mean Deviation | 0.0354 | |||
| Downside Deviation | 0.1258 | |||
| Coefficient Of Variation | 668.03 | |||
| Standard Deviation | 0.0581 | |||
| Variance | 0.0034 | |||
| Information Ratio | (0.76) | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | (0.35) | |||
| Treynor Ratio | (0.07) | |||
| Maximum Drawdown | 0.2302 | |||
| Value At Risk | (0.11) | |||
| Potential Upside | 0.1149 | |||
| Downside Variance | 0.0158 | |||
| Semi Variance | (0.01) | |||
| Expected Short fall | (0.11) | |||
| Skewness | 0.1454 | |||
| Kurtosis | 1.0 |
Dunham Appreciation Backtested Returns
At this stage we consider Dunham Mutual Fund to be very steady. Dunham Appreciation secures Sharpe Ratio (or Efficiency) of 0.24, which denotes the fund had a 0.24 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Dunham Appreciation Income, which you can use to evaluate the volatility of the entity. Please confirm Dunham Appreciation's Mean Deviation of 0.0354, standard deviation of 0.0581, and Coefficient Of Variation of 668.03 to check if the risk estimate we provide is consistent with the expected return of 0.0134%. The fund shows a Beta (market volatility) of 0.0199, which means not very significant fluctuations relative to the market. As returns on the market increase, Dunham Appreciation's returns are expected to increase less than the market. However, during the bear market, the loss of holding Dunham Appreciation is expected to be smaller as well.
Auto-correlation | 0.57 |
Modest predictability
Dunham Appreciation Income has modest predictability. Overlapping area represents the amount of predictability between Dunham Appreciation time series from 6th of November 2025 to 21st of December 2025 and 21st of December 2025 to 4th 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 Appreciation price movement. The serial correlation of 0.57 indicates that roughly 57.0% of current Dunham Appreciation price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.57 | |
| Spearman Rank Test | 0.78 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Also Currently Popular
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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