Dunham Real Estate Fund Manager Performance Evaluation
| DCREX Fund | USD 12.49 0.16 1.30% |
The fund shows a Beta (market volatility) of 0.28, which means not very significant fluctuations relative to the market. As returns on the market increase, Dunham Real's returns are expected to increase less than the market. However, during the bear market, the loss of holding Dunham Real is expected to be smaller as well.
Risk-Adjusted Performance
Soft
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Dunham Real Estate are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Dunham Real is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Vanguard to Offer Target-Date Funds That Contain Annuities - Barrons | 12/03/2025 |
Dunham |
Dunham Real Relative Risk vs. Return Landscape
If you would invest 1,207 in Dunham Real Estate on November 8, 2025 and sell it today you would earn a total of 26.00 from holding Dunham Real Estate or generate 2.15% return on investment over 90 days. Dunham Real Estate is currently producing 0.0373% returns and takes up 0.5925% volatility of returns over 90 trading days. Put another way, 5% 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 Real Current Valuation
Fairly Valued
Today
Please note that Dunham Real's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Dunham Real Estate shows a prevailing Real Value of $12.25 per share. The current price of the fund is $12.49. We determine the value of Dunham Real Estate 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 Real is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dunham Mutual Fund. However, Dunham Real'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 12.49 | Real 12.25 | Hype 12.33 | Naive 12.23 |
The intrinsic value of Dunham Real'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 Real'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 Real Estate 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 Real more accurately as focusing exclusively on Dunham Real's fundamentals will not take into account other important factors: Dunham Real Target Price Odds to finish over Current Price
The tendency of Dunham Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 12.49 | 90 days | 12.49 | near 1 |
Based on a normal probability distribution, the odds of Dunham Real to move above the current price in 90 days from now is near 1 (This Dunham Real Estate probability density function shows the probability of Dunham Mutual Fund to fall within a particular range of prices over 90 days) .
Dunham Real Price Density |
| Price |
Predictive Modules for Dunham Real
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Dunham Real Estate. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Dunham Real's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Dunham Real Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Dunham Real is not an exception. The market had few large corrections towards the Dunham Real's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Dunham Real Estate, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Dunham Real within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.04 | |
β | Beta against Dow Jones | 0.28 | |
σ | Overall volatility | 0.16 | |
Ir | Information ratio | -0.03 |
Dunham Real Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Dunham Real for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Dunham Real Estate can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund generated five year return of -5.0% | |
| Dunham Real Estate retains 99.9% of its assets under management (AUM) in equities |
Dunham Real Fundamentals Growth
Dunham Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dunham Real, and Dunham Real 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 | 32.95 X | ||||
| Price To Book | 2.59 X | ||||
| Price To Sales | 6.94 X | ||||
| Total Asset | 71.67 M | ||||
About Dunham Real Performance
Evaluating Dunham Real's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dunham Real 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 Real 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 normally invests at least 80 percent of its assets in equity securities of companies principally engaged in the real estate industry that are economically tied to different countries throughout the world, including the United States. It is non-diversified.Things to note about Dunham Real Estate performance evaluation
Checking the ongoing alerts about Dunham Real for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dunham Real Estate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated five year return of -5.0% | |
| Dunham Real Estate retains 99.9% of its assets under management (AUM) in equities |
- Analyzing Dunham Real'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 Real's stock is overvalued or undervalued compared to its peers.
- Examining Dunham Real'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 Real's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dunham Real's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dunham Real's mutual fund. These opinions can provide insight into Dunham Real's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Dunham Mutual Fund
Dunham Real 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 Real security.
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