Dunham High Yield Fund Manager Performance Evaluation
| DAHYX Fund | USD 8.86 0.01 0.11% |
The fund shows a Beta (market volatility) of 0.0064, which means not very significant fluctuations relative to the market. As returns on the market increase, Dunham High's returns are expected to increase less than the market. However, during the bear market, the loss of holding Dunham High is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Dunham High Yield are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Dunham High is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Vanguard Funds, Others Are Issuing Capital Gains for 2025. This Is Gonna Hurt. - Barrons | 11/18/2025 |
| Expense Ratio Date | 1st of March 2025 | |
| Expense Ratio | 1.4200 |
Dunham |
Dunham High Relative Risk vs. Return Landscape
If you would invest 871.00 in Dunham High Yield on November 5, 2025 and sell it today you would earn a total of 15.00 from holding Dunham High Yield or generate 1.72% return on investment over 90 days. Dunham High Yield is currently producing 0.0286% returns and takes up 0.1402% volatility of returns over 90 trading days. Put another way, 1% 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. Expected Return |
| Risk |
Dunham High Current Valuation
Overvalued
Today
Please note that Dunham High's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Dunham High Yield shows a prevailing Real Value of $8.14 per share. The current price of the fund is $8.86. We determine the value of Dunham High Yield 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.
Since Dunham High is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dunham Mutual Fund. However, Dunham High'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. | Historical | Market 8.86 | Real 8.14 | Hype 8.86 | Naive 8.84 |
The intrinsic value of Dunham High's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Dunham High's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Dunham High Yield 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 High more accurately as focusing exclusively on Dunham High's fundamentals will not take into account other important factors: Dunham High Target Price Odds to finish over Current Price
The tendency of Dunham Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 8.86 | 90 days | 8.86 | about 11.69 |
Based on a normal probability distribution, the odds of Dunham High to move above the current price in 90 days from now is about 11.69 (This Dunham High Yield probability density function shows the probability of Dunham Mutual Fund to fall within a particular range of prices over 90 days) .
Dunham High Price Density |
| Price |
Predictive Modules for Dunham High
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Dunham High Yield. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Dunham High's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Dunham High Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Dunham High is not an exception. The market had few large corrections towards the Dunham High's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Dunham High Yield, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Dunham High within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.01 | |
β | Beta against Dow Jones | 0.01 | |
σ | Overall volatility | 0.06 | |
Ir | Information ratio | -0.27 |
Dunham High Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Dunham High for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Dunham High Yield can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains about 14.35% of its assets under management (AUM) in fixed income securities |
Dunham High Fundamentals Growth
Dunham Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dunham High, and Dunham High fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Dunham Mutual Fund performance.
| Total Asset | 10.48 M | ||||
About Dunham High Performance
Evaluating Dunham High's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dunham High has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Dunham High has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal market conditions, the fund invests at least 80 percent of its assets in debt securities and convertible securities rated below investment grade by SP or comparably rated by another nationally recognized statistical rating organization , also known as high-yield or junk bonds, and in unrated debt securities determined by the Sub-Adviser to be of comparable quality.Things to note about Dunham High Yield performance evaluation
Checking the ongoing alerts about Dunham High for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dunham High Yield help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains about 14.35% of its assets under management (AUM) in fixed income securities |
- Analyzing Dunham High's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Dunham High's stock is overvalued or undervalued compared to its peers.
- Examining Dunham High's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Dunham High's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dunham High's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dunham High's mutual fund. These opinions can provide insight into Dunham High's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Dunham Mutual Fund
Dunham High financial ratios help investors to determine whether Dunham Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Dunham with respect to the benefits of owning Dunham High security.
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