Dunham Five Year Return

DNLVX -  USA Fund  

USD 18.84  0.46  2.38%

Dunham Large Cap fundamentals help investors to digest information that contributes to Dunham Large's financial success or failures. It also enables traders to predict the movement of Dunham Mutual Fund. This fundamental analysis module provides a way for investors to measures Dunham Large's intrinsic value by examining all of its available economic and financial indicators and drivers, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Dunham Large mutual fund. Please note, 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 Five Year Return 

 
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Dunham Five Year Return Analysis

Dunham Large's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Five Year Return | All Equity Analysis

Current Dunham Large Five Year Return

    
  3.52 %  
Most of Dunham Large's fundamental indicators, such as Five 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 Large Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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Dunham Large Five Year Return Component Assessment

According to the company disclosure, Dunham Large Cap has a Five Year Return of 3.52%. This is much higher than that of the Dunham Funds family and significantly higher than that of the Large Value category. The five year return for all United States funds is notably lower than that of the firm.

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Fund Asset Allocation for Dunham Large

The fund consists of 97.68% investments in stocks, with the rest of investments allocated between different money market instruments.
 Value 
      Instrument Type 

Dunham Fundamentals

About Dunham Large Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Dunham Large Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Dunham Large using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Dunham Large Cap based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The investment seeks to maximize total return from capital appreciation and dividends. Dunham Large is traded on NASDAQ Exchange in the United States.

Dunham Large Investors Sentiment

The influence of Dunham Large's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Dunham. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Dunham Large in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Dunham Large's short interest history, or implied volatility extrapolated from Dunham Large options trading.

Current Sentiment - DNLVX

Dunham Large Cap Investor Sentiment

Macroaxis portfolio users are insensible in their opinion about investing in Dunham Large Cap. What is your opinion about investing in Dunham Large Cap? Are you bullish or bearish?
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Continue to Dunham Large Piotroski F Score and Dunham Large Altman Z Score analysis. Note that the Dunham Large Cap information on this page should be used as a complementary analysis to other Dunham Large'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 Earnings Calls module to check upcoming earnings announcements updated hourly across public exchanges.

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