Dunham Appreciation Cash Position Weight vs. Year To Date Return
| DAAIX Fund | USD 8.82 0.01 0.11% |
For Dunham Appreciation profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Dunham Appreciation to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Dunham Appreciation Income utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Dunham Appreciation's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Dunham Appreciation Income over time as well as its relative position and ranking within its peers.
Dunham |
Dunham Appreciation Year To Date Return vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Dunham Appreciation's current stock value. Our valuation model uses many indicators to compare Dunham Appreciation value to that of its competitors to determine the firm's financial worth. Dunham Appreciation Income is rated below average in cash position weight among similar funds. It is rated # 3 fund in year to date return among similar funds creating about 0.10 of Year To Date Return per Cash Position Weight. The ratio of Cash Position Weight to Year To Date Return for Dunham Appreciation Income is roughly 10.07 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Dunham Appreciation's earnings, one of the primary drivers of an investment's value.Dunham Year To Date Return vs. Cash Position Weight
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Dunham Appreciation |
| = | 49.05 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Dunham Appreciation |
| = | 4.87 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Dunham Year To Date Return Comparison
Dunham Appreciation is currently under evaluation in year to date return among similar funds.
Dunham Appreciation Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Dunham Appreciation, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Dunham Appreciation will eventually generate negative long term returns. The profitability progress is the general direction of Dunham Appreciation's change in net profit over the period of time. It can combine multiple indicators of Dunham Appreciation, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The funds sub-adviser seeks to achieve the investment objective by investing normally at least 80 percent of its assets in various credit-related instruments. It may invest in credit-related instruments rated below investment grade, which are commonly referred to as junk bonds. The fund may invest up to 20 percent of its total assets in equity instruments, including common stock and other instruments whose price is linked to the value of common stock.
Dunham Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Dunham Appreciation. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Dunham Appreciation position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Dunham Appreciation's important profitability drivers and their relationship over time.
Use Dunham Appreciation in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Dunham Appreciation position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Dunham Appreciation will appreciate offsetting losses from the drop in the long position's value.Dunham Appreciation Pair Trading
Dunham Appreciation Income Pair Trading Analysis
The ability to find closely correlated positions to Dunham Appreciation could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Dunham Appreciation when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Dunham Appreciation - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Dunham Appreciation Income to buy it.
The correlation of Dunham Appreciation is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Dunham Appreciation moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Dunham Appreciation moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Dunham Appreciation can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Dunham Appreciation position
In addition to having Dunham Appreciation in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Obamacare Repeal
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Other Information on Investing in Dunham Mutual Fund
To fully project Dunham Appreciation's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Dunham Appreciation at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Dunham Appreciation's income statement, its balance sheet, and the statement of cash flows.
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