Dunham Floating Financials
| DNFRX Fund | USD 8.71 0.01 0.11% |
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 Floating Fund Summary
Dunham Floating competes with Growth Allocation, Calvert Moderate, Pnc Balanced, Alternative Asset, and Principal Lifetime. The funds sub-adviser seeks to achieve its investment objectives by investing, under normal market conditions, at least 80 percent of the funds assets in bonds. Dunham Floating is traded on NASDAQ Exchange in the United States.Specialization | Bank Loan, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US2654584141 |
| Business Address | Dunham Funds |
| Mutual Fund Family | Dunham Funds |
| Mutual Fund Category | Bank Loan |
| Benchmark | Dow Jones Industrial |
| Phone | 888 338 6426 |
| Currency | USD - US Dollar |
Dunham Floating Key Financial Ratios
Dunham Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dunham Floating's current stock value. Our valuation model uses many indicators to compare Dunham Floating value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dunham Floating competition to find correlations between indicators driving Dunham Floating's intrinsic value. More Info.Dunham Floating Rate is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 5,625 of Year To Date Return per Annual Yield. 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 Floating's earnings, one of the primary drivers of an investment's value.Dunham Floating Rate Systematic Risk
Dunham Floating's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Dunham Floating 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 twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Dunham Floating Rate correlated with the market. If Beta is less than 0 Dunham Floating generally moves in the opposite direction as compared to the market. If Dunham Floating Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Dunham Floating Rate is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Dunham Floating is generally in the same direction as the market. If Beta > 1 Dunham Floating moves generally in the same direction as, but more than the movement of the benchmark.
Dunham Floating February 27, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Dunham Floating help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Dunham Floating Rate. We use our internally-developed statistical techniques to arrive at the intrinsic value of Dunham Floating Rate 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 Floating's daily price indicators and compare them against related drivers.
| Information Ratio | 0.3109 | |||
| Maximum Drawdown | 0.3493 | |||
| Value At Risk | (0.12) | |||
| Potential Upside | 0.1166 |
Other Information on Investing in Dunham Mutual Fund
Dunham Floating 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 Floating security.
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Equity Valuation Check real value of public entities based on technical and fundamental data |