Dunham Appreciation's market value is the price at which a share of Dunham Appreciation trades on a public exchange. It measures the collective expectations of Dunham Appreciation Income investors about its performance. Dunham Appreciation is trading at 8.78 as of the 30th of January 2026; that is 0.11% increase since the beginning of the trading day. The fund's open price was 8.77. With this module, you can estimate the performance of a buy and hold strategy of Dunham Appreciation Income and determine expected loss or profit from investing in Dunham Appreciation over a given investment horizon. Check out Dunham Appreciation Correlation, Dunham Appreciation Volatility and Dunham Appreciation Performance module to complement your research on Dunham Appreciation.
It's important to distinguish between Dunham Appreciation's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Dunham Appreciation should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. However, Dunham Appreciation's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
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.
0.00
11/01/2025
No Change 0.00
0.0
In 3 months and 1 day
01/30/2026
0.00
If you would invest 0.00 in Dunham Appreciation on November 1, 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 Pace Small/medium, Fidelity Small, Royce Special, Lsv Small, Palm Valley, and Boston Partners. 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.
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.
At this stage we consider Dunham Mutual Fund to be very steady. Dunham Appreciation secures Sharpe Ratio (or Efficiency) of 0.21, which denotes the fund had a 0.21 % 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 Standard Deviation of 0.0579, mean deviation of 0.0353, and Coefficient Of Variation of 667.48 to check if the risk estimate we provide is consistent with the expected return of 0.0114%. The fund shows a Beta (market volatility) of 0.0236, 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
0.47
Average predictability
Dunham Appreciation Income has average predictability. Overlapping area represents the amount of predictability between Dunham Appreciation time series from 1st of November 2025 to 16th of December 2025 and 16th of December 2025 to 30th of January 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 0.47 indicates that about 47.0% of current Dunham Appreciation price fluctuation can be explain by its past prices.
Correlation Coefficient
0.47
Spearman Rank Test
0.7
Residual Average
0.0
Price Variance
0.0
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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.