PortfoliosLab logo
PortfoliosLab logo
Tools
Portfolios
Screeners
Discussions
DCREX vs. BIL
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

DCREX vs. BIL

Last updated May 12, 2025

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 -0.60. 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

The chart below illustrates the hypothetical performance of a $10,000 investment in Dunham Real Estate Stock Fund (DCREX) and SPDR Barclays 1-3 Month T-Bill ETF (BIL). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Daily Std Dev

DCREX:

4.81%

BIL:

0.22%

Max Drawdown

DCREX:

-0.25%

BIL:

0.00%

Current Drawdown

DCREX:

0.00%

BIL:

0.00%

Returns By Period

DCREX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

BIL

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

DCREX vs. BIL - Expense Ratio Comparison

DCREX has a 2.37% expense ratio, which is higher than BIL's 0.14% expense ratio.

DCREX
Dunham Real Estate Stock Fund
BIL
SPDR Barclays 1-3 Month T-Bill ETF

Risk-Adjusted Performance

DCREX vs. BIL — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
DCREX
The Risk-Adjusted Performance Rank of DCREX is 2828
Overall Rank
The Sharpe Ratio Rank of DCREX is 2424
Sharpe Ratio Rank
The Sortino Ratio Rank of DCREX is 3131
Sortino Ratio Rank
The Omega Ratio Rank of DCREX is 2929
Omega Ratio Rank
The Calmar Ratio Rank of DCREX is 2626
Calmar Ratio Rank
The Martin Ratio Rank of DCREX is 2828
Martin Ratio Rank
BIL
The Risk-Adjusted Performance Rank of BIL is 100100
Overall Rank
The Sharpe Ratio Rank of BIL is 100100
Sharpe Ratio Rank
The Sortino Ratio Rank of BIL is 100100
Sortino Ratio Rank
The Omega Ratio Rank of BIL is 100100
Omega Ratio Rank
The Calmar Ratio Rank of BIL is 100100
Calmar Ratio Rank
The Martin Ratio Rank of BIL is 100100
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

No data
No data
No data
No data
No data

Loading data...

Dividends

DCREX vs. BIL - Dividend Comparison

DCREX's dividend yield for the trailing twelve months is around 0.10%, less than BIL's 4.69% yield.

TTM2024202320222021202020192018201720162015
DCREX
Dunham Real Estate Stock Fund		0.10%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
BIL
SPDR Barclays 1-3 Month T-Bill ETF		4.69%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

DCREX vs. BIL - Drawdown Comparison

The maximum DCREX drawdown since its inception was -0.25%, which is greater than BIL's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for DCREX and BIL. For additional features, visit the drawdowns tool.

Loading data...

Volatility

DCREX vs. BIL - Volatility Comparison

Loading data...