Dunham Corporate/govern Competition

DNCGX Fund

USD 12.56 0.01 0.08%

Dunham Porategovernment competes with Jpmorgan Government, John Hancock, Long-term, Blackrock, and Virtus Seix; as well as few others. The fund is listed under Intermediate Core-Plus Bond category and is part of Dunham Funds family. The entity is thematically classified as Government Funds. Analyzing Dunham Corporate/govern competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Dunham Corporate/govern to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Dunham Corporate/govern Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Dunham Corporate/govern competition on your existing holdings.

Specify up to 10 symbols:

Hype

Prediction

Low	Estimated	High
12.29	12.56	12.83

Details

Intrinsic

Valuation

Low	Real	High
12.26	12.53	12.80

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Dunham Corporate/govern. Your research has to be compared to or analyzed against Dunham Corporate/govern's peers to derive any actionable benefits. When done correctly, Dunham Corporate/govern's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Dunham Porategovernment.

Dunham Corporate/govern Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Dunham Corporate/govern and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Dunham and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Dunham Porategovernment does not affect the price movement of the other competitor.

	JGBZX	JGIFX	PFGAX	BIGLX	SSAGX	FHNFX	RFBAX	USGFX	PGOVX
JGBZX		0.68	0.98	0.96	0.61	0.96	0.74	0.93	0.97	JGBZX
JGIFX	0.68		0.72	0.69	0.34	0.69	0.49	0.73	0.71	JGIFX
PFGAX	0.98	0.72		0.95	0.56	0.95	0.72	0.9	1.0	PFGAX
BIGLX	0.96	0.69	0.95		0.72	0.99	0.83	0.95	0.96	BIGLX
SSAGX	0.61	0.34	0.56	0.72		0.74	0.96	0.78	0.62	SSAGX
FHNFX	0.96	0.69	0.95	0.99	0.74		0.85	0.96	0.95	FHNFX
RFBAX	0.74	0.49	0.72	0.83	0.96	0.85		0.87	0.76	RFBAX
USGFX	0.93	0.73	0.9	0.95	0.78	0.96	0.87		0.9	USGFX
PGOVX	0.97	0.71	1.0	0.96	0.62	0.95	0.76	0.9		PGOVX
	JGBZX	JGIFX	PFGAX	BIGLX	SSAGX	FHNFX	RFBAX	USGFX	PGOVX

Click cells to compare fundamentals

Check Volatility

Backtest Portfolio

Risk-Adjusted Indicators

There is a big difference between Dunham Mutual Fund performing well and Dunham Corporate/govern Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Dunham Corporate/govern's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
JGBZX	0.24	0.01	0.42	0.52	0.20	(0.29)	0.53	(0.42)	1.29
JGIFX	0.21	0.01	0.31	(0.29)	0.21	(0.27)	0.52	(0.52)	1.18
PFGAX	0.59	0.03	0.18	0.37	0.64	(0.67)	1.52	(1.09)	3.04
BIGLX	0.27	(0.01)	0.00	(0.23)	0.00	0.00	0.56	(0.55)	1.58
SSAGX	0.06	0.01	1.10	(0.96)	0.00	(0.16)	0.10	(0.10)	0.51
FHNFX	0.24	(0.01)	0.33	(0.41)	0.26	(0.27)	0.55	(0.44)	1.23
RFBAX	0.09	0.01	0.56	(0.85)	0.00	(0.24)	0.20	(0.20)	0.59
USGFX	0.26	0.00	0.36	(0.14)	0.26	(0.32)	0.51	(0.43)	1.55
PGOVX	0.60	0.02	0.16	0.13	0.67	(0.66)	1.52	(1.07)	3.03

Unable to evaluate fundamental data of [JGBZX, JGIFX, PFGAX, BIGLX, SSAGX, FHNFX, RFBAX, USGFX, PGOVX] at this time. Please try again later

All Fundamental Data

Dunham Corporate/govern Competitive Analysis

The better you understand Dunham Corporate/govern competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Dunham Corporate/govern's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Dunham Corporate/govern's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	DNCGX	JGBZX	JGIFX	PFGAX	BIGLX	SSAGX	FHNFX	RFBAX	USGFX	PGOVX
	0.08 12.56 Dunham	0.31 9.59 Jpmorgan	0.00 7.82 John	0.78 14.20 Long-term	0.22 9.09 Blackrock	0.10 9.91 Virtus	0.33 9.14 Fidelity	0.20 5.13 Davis	0.25 11.98 USGFX	0.78 14.20 Long
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Insignificant	Modest	Modest	Insignificant	Modest	Solid	Modest	Good	OK	Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Over Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Hold	Hold	Cautious Hold	Strong Hold	Cautious Hold	Strong Hold	Strong Sell	Strong Hold	Hold
Cash Position Weight	5.16	3.24	0.05	7.64	-12.68	4.47	0.45	10.35	2.36	7.64
Three Year Return	0.0447	-1.46	-1.74	-9.0	-0.49	1.63	-0.54	1.68	-0.61	-8.69
Net Asset	129.4 M	1.39 B	240.69 M	1.15 B	814.14 M	1.14 B	721.26 M	18.76 M	12.15 B	1.15 B
Annual Yield	0.0026	0.0032	0.0013	0.005	4.0E-4	N/A	0.001	0.0066	0.0013	0.0041
Minimum Initial Investment	100 K	N/A	250 K	N/A	N/A	2.5 K	N/A	1 K	N/A	N/A
Five Year Return	-0.17	-1.82	-1.65	-8.19	-0.8	1.08	-1.24	0.5	-0.0794	-7.87
Year To Date Return	1.92	1.96	2.38	3.83	2.17	N/A	2.18	1.17	2.63	3.9
One Year Return	4.34	3.18	4.44	-0.57	5.34	1.89	4.63	4.92	5.51	-0.22
Last Dividend Paid	0.02	0.01	0.01	0.01	0.01	N/A	0.01	N/A	0.02	0.01
Bond Positions Weight	94.01	N/A	97.99	N/A	0.42	95.53	99.55	89.65	N/A	N/A
Ten Year Return	3.44	3.07	2.65	7.73	3.21	0.94	N/A	0.85	3.24	8.11
Daily Balance Of Power	(9,223,372,036,855)	9.2 T	0.0	9.2 T	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	9.2 T	9.2 T	9.2 T
Day Typical Price	12.56	9.59	7.82	14.2	9.09	9.91	9.14	5.13	11.98	14.2
Period Momentum Indicator	(0.01)	0.03	N/A	0.11	(0.02)	(0.01)	(0.03)	0.01	0.03	0.11
Rate Of Daily Change	1.0	1.0	1.0	1.01	1.0	1.0	1.0	1.0	1.0	1.01
Day Median Price	12.56	9.59	7.82	14.2	9.09	9.91	9.14	5.13	11.98	14.2
Price Action Indicator	(0.01)	0.015	N/A	0.055	(0.01)	(0.01)	(0.01)	0.005	0.015	0.055
Coefficient Of Variation	1646.58	1408.74	1360.9	2248.98	(13,233)	472.45	14238.27	763.53	1813.07	4140.54
Mean Deviation	0.2134	0.2361	0.2058	0.593	0.2674	0.0568	0.2368	0.0884	0.2582	0.6015
Jensen Alpha	0.0095	0.0139	0.007	0.0306	(0.01)	0.0089	(0.01)	0.0069	0.0019	0.015
Total Risk Alpha	0.0401	0.0495	0.047	0.1182	0.0321	0.0219	0.0295	0.0251	0.05	0.1029
Sortino Ratio	0.4585	0.4151	0.3094	0.1812	N/A	1.1	0.328	0.5641	0.3573	0.1607
Downside Variance	0.0633	0.0844	0.1508	0.5356	N/A	0.0118	0.0951	0.043	0.108	0.5331
Standard Deviation	0.2693	0.303	0.2869	0.7557	0.3574	0.0947	0.2986	0.1368	0.3328	0.7559
Kurtosis	0.1064	(0.09)	0.397	(0.33)	0.5642	8.04	(0.17)	1.22	0.5478	(0.39)
Potential Upside	0.4819	0.5336	0.5222	1.52	0.5637	0.1024	0.5513	0.198	0.5102	1.52
Treynor Ratio	0.2183	0.5161	(0.29)	0.3665	(0.23)	(0.96)	(0.41)	(0.85)	(0.14)	0.1325
Maximum Drawdown	1.22	1.29	1.18	3.04	1.58	0.5088	1.23	0.5898	1.55	3.03
Variance	0.0725	0.0918	0.0823	0.5711	0.1278	0.009	0.0892	0.0187	0.1108	0.5713
Market Risk Adjusted Performance	0.2283	0.5261	(0.28)	0.3765	(0.22)	(0.95)	(0.40)	(0.84)	(0.13)	0.1425
Risk Adjusted Performance	0.0305	0.0431	0.0436	0.0372	(0.02)	0.1024	(0.01)	0.0604	0.0319	0.0195
Skewness	0.385	0.3364	(0.09)	0.351	0.1653	2.41	0.3985	0.7194	0.1322	0.3666
Semi Deviation	0.1913	0.2043	0.2103	0.6438	N/A	0.0	0.263	0.0	0.2565	0.6674
Information Ratio	0.4285	0.3979	0.4187	0.1755	0.2695	1.26	0.3387	0.8549	0.3527	0.1552
Value At Risk	(0.40)	(0.42)	(0.52)	(1.09)	(0.55)	(0.10)	(0.44)	(0.20)	(0.43)	(1.07)
Expected Short fall	(0.25)	(0.29)	(0.27)	(0.67)	N/A	(0.16)	(0.27)	(0.24)	(0.32)	(0.66)
Downside Deviation	0.2517	0.2904	0.3883	0.7318	N/A	0.1086	0.3084	0.2073	0.3286	0.7301
Semi Variance	0.0366	0.0417	0.0442	0.4145	N/A	(0.02)	0.0692	(0.01)	0.0658	0.4454

Dunham Corporate/govern Competition Performance Charts

Five steps to successful analysis of Dunham Corporate/govern Competition

Dunham Corporate/govern's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Dunham Porategovernment in relation to its competition. Dunham Corporate/govern's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Dunham Corporate/govern in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Dunham Corporate/govern's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Dunham Porategovernment, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Dunham Corporate/govern position

In addition to having Dunham Corporate/govern in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Size And Style ETFs Thematic Idea Now

Size And Style ETFs

ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Size And Style ETFs theme has 1205 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Size And Style ETFs Theme or any other thematic opportunities.

View All Next

Launch

Other Information on Investing in Dunham Mutual Fund

Dunham Corporate/govern 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 Corporate/govern security.

	Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital
	Stocks Directory Find actively traded stocks across global markets
	Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format
	Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2024 Macroaxis LLC