Dunham One Year Return

Dunham Real Estate fundamentals help investors to digest information that contributes to Dunham Real's financial success or failures. It also enables traders to predict the movement of Dunham Mutual Fund. The fundamental analysis module provides a way to measure Dunham Real's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Dunham Real mutual fund.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

Dunham One Year Return Analysis

Dunham Real's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
One Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About One Year Return | All Equity Analysis

Current Dunham Real One Year Return

    
  5.23 %  
Most of Dunham Real's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Dunham Real Estate is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Dunham Real One Year Return Component Assessment

Based on the recorded statements, Dunham Real Estate has an One Year Return of 5.23%. This is much higher than that of the Dunham Funds family and significantly higher than that of the Real Estate category. The one year return for all United States funds is notably lower than that of the firm.

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Fund Asset Allocation for Dunham Real

The fund invests 99.9% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.1%) .
   Value   
       Instrument Type  

Dunham Fundamentals

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Our tools can tell you how much better you can do entering a position in Dunham Real without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Pair Trading with Dunham Real

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 Real 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 Real will appreciate offsetting losses from the drop in the long position's value.
The ability to find closely correlated positions to Twitter could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Twitter 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 Twitter - 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 Twitter to buy it.
The correlation of Twitter is a statistical measure of how it moves in relation to other equities. 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 Twitter moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Twitter 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 Twitter 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.
Pair CorrelationCorrelation Matching
Continue to Investing Opportunities. Note that the Dunham Real Estate information on this page should be used as a complementary analysis to other Dunham Real's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.

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When running Dunham Real Estate price analysis, check to measure Dunham Real's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Dunham Real is operating at the current time. Most of Dunham Real's value examination focuses on studying past and present price action to predict the probability of Dunham Real's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Dunham Real's price. Additionally, you may evaluate how the addition of Dunham Real to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Dunham Real's value and its price as these two are different measures arrived at by different means. Investors typically determine Dunham Real value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Dunham Real'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.