DCREX - Dunham Real Estate Stock Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Risk Overview

Morningstar Risk Rating★★
Number of Years Up14
Number of Years Down4
Best 1 Yr Total Return (May 25, 2023)31.33%
Worst 1 Yr Total Return (May 25, 2023)N/A

Risk Statistics

3 Years
DCREXCategory Average
5 Years
DCREXCategory Average
10 Years
DCREXCategory Average
Alpha
-16.83-0.01
-5.75-0.05
-4.10.02
BETA
1.170.01
0.950.01
0.840.01
Mean Annual Return
-0.170.01
0.190.01
0.280.01
R-squared
79.390.66
69.650.55
49.60.47
Standard Deviation
22.450.2
20.20.17
17.20.16
Sharpe Ratio
-0.150.01
0.040
0.140.01
Treynor Ratio
-4.90.12
-1.380.07
1.070.11