Dunham Mutual Fund Manager Performance Evaluation

DCREX
 Fund
  

USD 11.77  0.10  0.84%   

The fund shows a Beta (market volatility) of 0.0974, which means not very significant fluctuations relative to the market. Let's try to break down what Dunham's beta means in this case. As returns on the market increase, Dunham Real returns are expected to increase less than the market. However, during the bear market, the loss on holding Dunham Real will be expected to be smaller as well. Even though it is essential to pay attention to Dunham Real Estate historical returns, it is always good to be careful when utilizing equity current trending patterns. Our philosophy towards predicting any fund's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Dunham Real Estate exposes twenty-one different technical indicators, which can help you to evaluate its performance.
  
Dunham Performance
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Over the last 90 days Dunham Real Estate has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's technical and fundamental indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
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Dunham Price Channel

Fifty Two Week Low10.45
Fifty Two Week High19.31

Dunham Real Relative Risk vs. Return Landscape

If you would invest  1,333  in Dunham Real Estate on August 28, 2022 and sell it today you would lose (146.00)  from holding Dunham Real Estate or give up 10.95% of portfolio value over 90 days. Dunham Real Estate is currently producing negative expected returns and takes up 2.137% volatility of returns over 90 trading days. Put another way, 18% 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.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon Dunham Real is expected to under-perform the market. In addition to that, the company is 1.54 times more volatile than its market benchmark. It trades about -0.08 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.08 per unit of volatility.

Dunham Real Current Valuation

Fairly Valued
Today 11.77
Please note that Dunham Real's price fluctuation is not too volatile at this time.
Dunham Real Estate shows a prevailing Real Value of $11.85 per share. The current price of the fund is $11.77. At this time, the entity appears to be fairly valued. 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.
Our valuation method for Dunham Real Estate is useful when determining the fair value of the Dunham mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Dunham Real. 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.
11.85
Real Value
13.99
Upside
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:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
11.5611.6911.83
Details
Hype
Prediction
LowEstimated ValueHigh
9.6311.7713.91
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.770.921.08
Details

Dunham Real Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Dunham Real's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Dunham Real Estate, and traders can use it to determine the average amount a Dunham Real'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 = -0.0757

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Negative ReturnsDCREX
Estimated Market Risk
 2.14
  actual daily
 
 18 %
of total potential
 
1818
Expected Return
 -0.16
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 -0.08
  actual daily
 
 0 %
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00
Based on monthly moving average Dunham Real is performing at about 0% of its full potential. 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 Real by adding it to a well-diversified portfolio.

About Dunham Real Performance

To evaluate Dunham Real Estate Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Dunham Real generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Dunham Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Dunham Real Estate market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Dunham's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
The investment seeks to maximize total return from capital appreciation and dividends the secondary investment objective is to exceed, over the long-term, the total return available from direct ownership of real estate with less risk than direct ownership. Dunham Real is traded on NASDAQ Exchange in the United States.

Things to note about Dunham Real Estate

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.

Dunham Real Alerts

Equity Alerts and Improvement Suggestions

Dunham Real Estate generated a negative expected return over the last 90 days
The fund retains 99.9% of its assets under management (AUM) in equities
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 Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.

Complementary Tools for Dunham Mutual Fund analysis

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.