DUNHAM APPRECIATION Correlations

Mutual Funds . USA . 
Fund . Dunham Appreciation Income
DCAIX Fund  USD 8.23  -0.01  -0.12%   
Current 90-days correlation between Dunham Appreciation and Vy Goldman Sachs is -0.04 (i.e., Good diversification).The correlation coefficient for DUNHAM APPRECIATION ranges from -1 to +1. Values above 0.8 suggest strong positive correlation - both assets move together - while values below -0.5 suggest a useful diversification pairing.

DUNHAM APPRECIATION Correlation to Market

Modest diversification
DCAIX currently posts a 0.21 correlation with DJI, indicating a Modest diversification relationship for the active sample. This matters because lower overlap can improve diversification, while higher overlap leaves more of the same risk inside the portfolio.
  
Use Investing Opportunities to explore diversified allocation structure. Understanding allocation structure supports portfolio context. The overall portfolio profile is shaped by the distribution of its holdings. This overview is based on available data and does not express a directional view. This includes a position in Dunham Appreciation Income. The position sits inside the allocation mix. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.

Moving together with DUNHAM Mutual Fund

  0.76DNAVX Dunham Dynamic MacroPairCorr
  0.92DNAIX Dunham AppreciationPairCorr
  0.84DNIOX Dunham InternationalPairCorr
  0.68DNINX Dunham InternationalPairCorr
  0.73DNHYX Dunham High YieldPairCorr
  0.84DNLVX Dunham Large CapPairCorr
  0.68DNMDX Dunham MonthlyPairCorr
  0.73DNREX Dunham Real EstatePairCorr
  0.84DNSVX Dunham Small CapPairCorr
  0.65DNSPX Dunham Enhanced MarketPairCorr
  0.96DAAIX Dunham AppreciationPairCorr
  0.76DAAVX Dunham Dynamic MacroPairCorr
  0.68DADGX Dunham Small CapPairCorr
  0.89DAEMX Dunham Emerging MarketsPairCorr
  0.83DAIOX Dunham InternationalPairCorr
  0.67DAINX Dunham InternationalPairCorr
  0.84DALVX Dunham Large CapPairCorr
  0.68DAMDX Dunham MonthlyPairCorr
  0.84DASVX Dunham Small CapPairCorr
  0.7DCDGX Dunham Small CapPairCorr
  0.89DCEMX Dunham Emerging MarketsPairCorr
  0.81DCIOX Dunham InternationalPairCorr
  0.63DCHYX Dunham High YieldPairCorr
  0.81DCLVX Dunham Large CapPairCorr
  0.73DCREX Dunham Real EstatePairCorr
  0.84DCSVX Dunham Small CapPairCorr
  0.65DCSPX Dunham Enhanced MarketPairCorr
  0.72BSICX BlackRock Strategic OppsPairCorr
  0.75BASIX BlackRock Strategic OppsPairCorr
  0.77BSIIX BlackRock StrategicPairCorr
  0.77BSIKX BlackRock StrategicPairCorr
  0.73PMZNX PIMCO MortgagePairCorr

Moving against DUNHAM Mutual Fund

  0.64DASPX Dunham Enhanced MarketPairCorr

Related Correlations Analysis


Risk-Adjusted Indicators

There is a big difference between DUNHAM Mutual Fund performing well and DUNHAM APPRECIATION Mutual Fund doing well as a business compared to the competition. Risk-adjusted metrics allow investors to compare DUNHAM APPRECIATION's efficiency and downside exposure against peers in a more meaningful way. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

Macroaxis provides analytical tools and reference data for investors of all levels to evaluate holdings and assess risk across market volatility, economic shifts, and company-specific events. View terms and conditions
 
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