Dunham Large Cap Fund Market Value

DNLVX Fund  USD 19.16  0.33  1.75%   
Dunham Large's market value is the price at which a share of Dunham Large trades on a public exchange. It measures the collective expectations of Dunham Large Cap investors about its performance. Dunham Large is trading at 19.16 as of the 15th of March 2025; that is 1.75 percent up since the beginning of the trading day. The fund's open price was 18.83.
With this module, you can estimate the performance of a buy and hold strategy of Dunham Large Cap and determine expected loss or profit from investing in Dunham Large over a given investment horizon. Check out Dunham Large Correlation, Dunham Large Volatility and Dunham Large Alpha and Beta module to complement your research on Dunham Large.
Symbol

Please note, there is a significant difference between Dunham Large's value and its price as these two are different measures arrived at by different means. Investors typically determine if Dunham Large is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Dunham Large's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Dunham Large 'What if' Analysis

In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Dunham Large's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Dunham Large.
0.00
12/15/2024
No Change 0.00  0.0 
In 3 months and 1 day
03/15/2025
0.00
If you would invest  0.00  in Dunham Large on December 15, 2024 and sell it all today you would earn a total of 0.00 from holding Dunham Large Cap or generate 0.0% return on investment in Dunham Large over 90 days. Dunham Large is related to or competes with Crafword Dividend, Upright Growth, Growth Allocation, Gamco International, Needham Aggressive, Stringer Growth, and Ab International. The fund invests primarily in value-oriented, large capitalization or large cap common stocks of companies traded on U.S More

Dunham Large Upside/Downside Indicators

Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Dunham Large's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Dunham Large Cap upside and downside potential and time the market with a certain degree of confidence.

Dunham Large Market Risk Indicators

Today, many novice investors tend to focus exclusively on investment returns with little concern for Dunham Large's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Dunham Large's standard deviation. In reality, there are many statistical measures that can use Dunham Large historical prices to predict the future Dunham Large's volatility.
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Dunham Large's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
18.1219.1620.20
Details
Intrinsic
Valuation
LowRealHigh
18.2619.3020.34
Details

Dunham Large Cap Backtested Returns

Dunham Large Cap secures Sharpe Ratio (or Efficiency) of -0.11, which denotes the fund had a -0.11 % return per unit of risk over the last 3 months. Dunham Large Cap exposes twenty-one different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please confirm Dunham Large's Variance of 0.9962, mean deviation of 0.6843, and Standard Deviation of 0.9981 to check the risk estimate we provide. The fund shows a Beta (market volatility) of 0.77, which means possible diversification benefits within a given portfolio. As returns on the market increase, Dunham Large's returns are expected to increase less than the market. However, during the bear market, the loss of holding Dunham Large is expected to be smaller as well.

Auto-correlation

    
  -0.16  

Insignificant reverse predictability

Dunham Large Cap has insignificant reverse predictability. Overlapping area represents the amount of predictability between Dunham Large time series from 15th of December 2024 to 29th of January 2025 and 29th of January 2025 to 15th of March 2025. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Dunham Large Cap price movement. The serial correlation of -0.16 indicates that over 16.0% of current Dunham Large price fluctuation can be explain by its past prices.
Correlation Coefficient-0.16
Spearman Rank Test0.09
Residual Average0.0
Price Variance0.09

Dunham Large Cap lagged returns against current returns

Autocorrelation, which is Dunham Large mutual fund's lagged correlation, explains the relationship between observations of its time series of returns over different periods of time. The observations are said to be independent if autocorrelation is zero. Autocorrelation is calculated as a function of mean and variance and can have practical application in predicting Dunham Large's mutual fund expected returns. We can calculate the autocorrelation of Dunham Large returns to help us make a trade decision. For example, suppose you find that Dunham Large has exhibited high autocorrelation historically, and you observe that the mutual fund is moving up for the past few days. In that case, you can expect the price movement to match the lagging time series.
   Current and Lagged Values   
       Timeline  

Dunham Large regressed lagged prices vs. current prices

Serial correlation can be approximated by using the Durbin-Watson (DW) test. The correlation can be either positive or negative. If Dunham Large mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Dunham Large mutual fund is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Dunham Large mutual fund over time.
   Current vs Lagged Prices   
       Timeline  

Dunham Large Lagged Returns

When evaluating Dunham Large's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Dunham Large mutual fund have on its future price. Dunham Large autocorrelation represents the degree of similarity between a given time horizon and a lagged version of the same horizon over the previous time interval. In other words, Dunham Large autocorrelation shows the relationship between Dunham Large mutual fund current value and its past values and can show if there is a momentum factor associated with investing in Dunham Large Cap.
   Regressed Prices   
       Timeline  

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Other Information on Investing in Dunham Mutual Fund

Dunham Large 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 Large security.
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