DCREX vs. BIL
Compare and contrast key facts about Dunham Real Estate Stock Fund (DCREX) and SPDR Barclays 1-3 Month T-Bill ETF (BIL).
DCREX is managed by Dunham. It was launched on Dec 10, 2004. BIL is a passively managed fund by State Street that tracks the performance of the Barclays Capital U.S. 1-3 Month Treasury Bill Index. It was launched on May 25, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DCREX or BIL.
Correlation
The correlation between DCREX and BIL is -0.02. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
DCREX vs. BIL - Performance Comparison
Key characteristics
DCREX:
0.79
BIL:
20.68
DCREX:
1.16
BIL:
263.20
DCREX:
1.14
BIL:
152.96
DCREX:
0.28
BIL:
465.05
DCREX:
3.11
BIL:
4,283.29
DCREX:
4.13%
BIL:
0.00%
DCREX:
16.18%
BIL:
0.25%
DCREX:
-79.16%
BIL:
-0.77%
DCREX:
-37.44%
BIL:
0.00%
Returns By Period
In the year-to-date period, DCREX achieves a 0.78% return, which is significantly higher than BIL's 0.54% return. Over the past 10 years, DCREX has underperformed BIL with an annualized return of -3.49%, while BIL has yielded a comparatively higher 1.68% annualized return.
DCREX
0.78%
0.55%
0.09%
11.23%
-6.00%
-3.49%
BIL
0.54%
0.32%
2.32%
5.02%
2.43%
1.68%
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DCREX vs. BIL - Expense Ratio Comparison
DCREX has a 2.37% expense ratio, which is higher than BIL's 0.14% expense ratio.
Risk-Adjusted Performance
DCREX vs. BIL — Risk-Adjusted Performance Rank
DCREX
BIL
DCREX vs. BIL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dunham Real Estate Stock Fund (DCREX) and SPDR Barclays 1-3 Month T-Bill ETF (BIL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
DCREX vs. BIL - Dividend Comparison
DCREX's dividend yield for the trailing twelve months is around 0.09%, less than BIL's 4.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
DCREX Dunham Real Estate Stock Fund | 0.09% | 0.09% | 1.72% | 0.00% | 0.00% | 0.00% | 1.16% | 1.07% | 0.00% | 1.40% | 0.14% |
BIL SPDR Barclays 1-3 Month T-Bill ETF | 4.93% | 5.03% | 4.92% | 1.35% | 0.00% | 0.30% | 2.05% | 1.66% | 0.68% | 0.07% | 0.00% |
Drawdowns
DCREX vs. BIL - Drawdown Comparison
The maximum DCREX drawdown since its inception was -79.16%, which is greater than BIL's maximum drawdown of -0.77%. Use the drawdown chart below to compare losses from any high point for DCREX and BIL. For additional features, visit the drawdowns tool.
Volatility
DCREX vs. BIL - Volatility Comparison
Dunham Real Estate Stock Fund (DCREX) has a higher volatility of 3.87% compared to SPDR Barclays 1-3 Month T-Bill ETF (BIL) at 0.07%. This indicates that DCREX's price experiences larger fluctuations and is considered to be riskier than BIL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.