Dunham Emerging Markets Fund Manager Performance Evaluation
| DCEMX Fund | USD 12.37 0.03 0.24% |
The fund shows a Beta (market volatility) of 0.39, which means possible diversification benefits within a given portfolio. As returns on the market increase, Dunham Emerging's returns are expected to increase less than the market. However, during the bear market, the loss of holding Dunham Emerging is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Dunham Emerging Markets has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong primary indicators, Dunham Emerging is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 2.1700 |
Dunham |
Dunham Emerging Relative Risk vs. Return Landscape
If you would invest 1,274 in Dunham Emerging Markets on August 29, 2024 and sell it today you would lose (37.00) from holding Dunham Emerging Markets or give up 2.9% of portfolio value over 90 days. Dunham Emerging Markets is currently producing negative expected returns and takes up 0.9899% 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 |
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Dunham Emerging Current Valuation
Fairly Valued
Today
Please note that Dunham Emerging's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Dunham Emerging Markets shows a prevailing Real Value of $12.48 per share. The current price of the fund is $12.37. We determine the value of Dunham Emerging Markets 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 Emerging is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dunham Mutual Fund. However, Dunham Emerging'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 12.37 | Real 12.48 | Hype 12.37 |
The intrinsic value of Dunham Emerging'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 Emerging'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 Emerging Markets 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 Emerging more accurately as focusing exclusively on Dunham Emerging's fundamentals will not take into account other important factors: Dunham Emerging Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dunham Emerging's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Dunham Emerging Markets, and traders can use it to determine the average amount a Dunham Emerging'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 = -0.0424
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| Negative Returns | DCEMX |
Estimated Market Risk
| 0.99 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Dunham Emerging 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 Emerging by adding Dunham Emerging to a well-diversified portfolio.
Dunham Emerging Fundamentals Growth
Dunham Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dunham Emerging, and Dunham Emerging 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 | 9.67 X | ||||
| Price To Book | 1.20 X | ||||
| Price To Sales | 1.03 X | ||||
| Total Asset | 115.55 M | ||||
About Dunham Emerging Performance
Evaluating Dunham Emerging's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dunham Emerging 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 Emerging 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 primarily in emerging market equity securities traded on foreign stock exchanges. Under normal market conditions, it invests at least 80 percent of its assets in stock of companies that are organized in or maintain at least 50 percent of their assets in, or that derive at least 50 percent of their revenues from, emerging market countries.Things to note about Dunham Emerging Markets performance evaluation
Checking the ongoing alerts about Dunham Emerging for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dunham Emerging Markets help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Dunham Emerging generated a negative expected return over the last 90 days | |
| The fund generated three year return of -7.0% | |
| Dunham Emerging Markets retains 97.31% of its assets under management (AUM) in equities |
- Analyzing Dunham Emerging'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 Emerging's stock is overvalued or undervalued compared to its peers.
- Examining Dunham Emerging'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 Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dunham Emerging's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dunham Emerging's mutual fund. These opinions can provide insight into Dunham Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Dunham Mutual Fund
Dunham Emerging 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 Emerging security.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |