Dunham Enhanced Market Fund Manager Performance Evaluation
| DASPX Fund | 15.37 0.11 0.72% |
The fund shows a Beta (market volatility) of -0.18, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Dunham Us are expected to decrease at a much lower rate. During the bear market, Dunham Us is likely to outperform the market.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Dunham Enhanced Market are ranked lower than 25 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Dunham Us showed solid returns over the last few months and may actually be approaching a breakup point.
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Dunham Us Relative Risk vs. Return Landscape
If you would invest 1,332 in Dunham Enhanced Market on April 26, 2025 and sell it today you would earn a total of 205.00 from holding Dunham Enhanced Market or generate 15.39% return on investment over 90 days. Dunham Enhanced Market is currently producing 0.2376% returns and takes up 0.7388% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Dunham, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Dunham Us Current Valuation
Fairly Valued
Today
Please note that Dunham Us' price fluctuation is very steady at this time. Dunham Enhanced Market shows a prevailing Real Value of USD15.11 per share. The current price of the fund is USD15.37. Our model computes the value of Dunham Enhanced Market from reviewing the entity technical indicators and probability of bankruptcy. In general, investors 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 Us is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dunham Mutual Fund. However, Dunham Us' 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 15.37 | Real 15.11 | Hype 15.37 | Naive 15.23 |
The intrinsic value of Dunham Us' 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 Us' 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 Enhanced Market 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 Us more accurately as focusing exclusively on Dunham Us' fundamentals will not take into account other important factors: Dunham Us Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dunham Us' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Dunham Enhanced Market, and traders can use it to determine the average amount a Dunham Us' 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 = 0.3216
| Best Portfolio | Best Equity | |||
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| Small Returns | DASPX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.74 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.24 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.32 actual daily | 25 75% of assets perform better |
Based on monthly moving average Dunham Us is performing at about 25% 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 Us by adding it to a well-diversified portfolio.
About Dunham Us Performance
Evaluating Dunham Us' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dunham Us 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 Us 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.
The fund seeks to achieve its investment objective by investing, under normal market conditions, at least 80 percent of its assets in investments that provide exposure to equity securities of U.S. companies and debt securities of the U.S. government through investments in options, futures, and U.S. Treasuries. The fund seeks to provide upside participation in the U.S. stock market when the U.S. stock market advances and seeks to reduce declines in the funds value when the stock market declines. The fund is non-diversified.Things to note about Dunham Enhanced Market performance evaluation
Checking the ongoing alerts about Dunham Us for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dunham Enhanced Market help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Dunham Us' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Dunham Us' mutual fund performance include:- Analyzing Dunham Us' 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 Us' stock is overvalued or undervalued compared to its peers.
- Examining Dunham Us' 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 Us' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dunham Us' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dunham Us' mutual fund. These opinions can provide insight into Dunham Us' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Dunham Mutual Fund
Dunham Us 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 Us security.
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