Dunham Enhanced Financials
| DNSPX Fund | 20.86 0.18 0.87% |
Dunham |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Dunham Enhanced Fund Summary
Dunham Enhanced competes with Dunham Dynamic, Dunham Appreciation, Dunham Porategovernment, Dunham Small, and Dunham Emerging. 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.| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | Dunham Funds |
| Mutual Fund Category | Allocation--30% to 50% Equity |
| Benchmark | Dow Jones Industrial |
Dunham Enhanced Market Systematic Risk
Dunham Enhanced's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Dunham Enhanced volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fifty with a total number of output elements of eleven. The Beta measures systematic risk based on how returns on Dunham Enhanced Market correlated with the market. If Beta is less than 0 Dunham Enhanced generally moves in the opposite direction as compared to the market. If Dunham Enhanced Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Dunham Enhanced Market is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Dunham Enhanced is generally in the same direction as the market. If Beta > 1 Dunham Enhanced moves generally in the same direction as, but more than the movement of the benchmark.
Dunham Enhanced December 13, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Dunham Enhanced help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Dunham Enhanced Market. We use our internally-developed statistical techniques to arrive at the intrinsic value of Dunham Enhanced Market based on widely used predictive technical indicators. In general, we focus on analyzing Dunham Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Dunham Enhanced's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.796 | |||
| Information Ratio | 0.0997 | |||
| Maximum Drawdown | 4.72 | |||
| Value At Risk | (1.13) | |||
| Potential Upside | 1.19 |
Other Information on Investing in Dunham Mutual Fund
Dunham Enhanced 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 Enhanced security.
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