Dunham One Year Return

DNLVX -  USA Fund  

USD 19.18  0.49  2.49%

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 One Year Return 

 
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Dunham One Year Return Analysis

Dunham Large'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 Large One Year Return

    
  (2.13) %  
Most of Dunham Large'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 Large Cap 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 Large One Year Return Component Assessment

Based on the recorded statements, Dunham Large Cap has an One Year Return of -2.13%. This is much lower than that of the Dunham Funds family and significantly lower than that of the Large Value category. The one year return for all United States funds is notably higher than that of the company.

Dunham One Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Dunham Large's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Dunham Large could also be used in its relative valuation, which is a method of valuing Dunham Large by comparing valuation metrics of similar companies.
Dunham Large is currently under evaluation in one year return among similar funds.

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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Pair Trading with Dunham Large

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 Large 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 Large will appreciate offsetting losses from the drop in the long position's value.

Dunham Large Pair Correlation

Equities Pair Trading Analysis

Correlation analysis and pair trading evaluation for Dunham Large and American Mutual. Pair trading can be used as a hedging technique within a particular sector or industry or even over random equities to generate better risk-adjusted return
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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 Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.

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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.