Dunham Small Financial Statements From 2010 to 2024
| DADGX Fund | USD 19.37 0.06 0.31% |
Check Dunham Small financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Dunham Small's main balance sheet or income statement drivers, such as , as well as many indicators such as . Dunham financial statements analysis is a perfect complement when working with Dunham Small Valuation or Volatility modules.
Dunham |
Dunham Small Cap Mutual Fund Year To Date Return Analysis
Dunham Small's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Dunham Small Year To Date Return | 18.47 % |
Most of Dunham Small's fundamental indicators, such as Year To Date 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 Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
According to the company's disclosures, Dunham Small Cap has a Year To Date Return of 18.4749%. This is much higher than that of the Dunham Funds family and significantly higher than that of the Small Growth category. The year to date return for all United States funds is notably lower than that of the firm.
Dunham Small Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dunham Small's current stock value. Our valuation model uses many indicators to compare Dunham Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dunham Small competition to find correlations between indicators driving Dunham Small's intrinsic value. More Info.Dunham Small Cap is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Dunham Small Cap is roughly 8.12 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Dunham Small's earnings, one of the primary drivers of an investment's value.About Dunham Small Financial Statements
Dunham Small investors use historical fundamental indicators, such as Dunham Small's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Dunham Small. Please read more on our technical analysis and fundamental analysis pages.
Under normal market conditions, the fund invests at least 80 percent of its assets in small cap companies. The managers define small capitalization companies as those companies whose market capitalizations are equal to or less than the largest company in the Russell 2000 Index during the most recent 12-month period.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Dunham Mutual Fund
Dunham Small 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 Small security.
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