DCREX vs. DCINX
Compare and contrast key facts about Dunham Real Estate Stock Fund (DCREX) and Dunham International Stock Fund (DCINX).
DCREX is managed by Dunham. It was launched on Dec 10, 2004. DCINX is managed by Dunham. It was launched on Dec 10, 2004.
Performance
DCREX vs. DCINX - Performance Comparison
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DCREX vs. DCINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DCREX Dunham Real Estate Stock Fund | 1.86% | -6.83% | 6.05% | 12.43% | -40.12% | 8.93% | 19.66% | 26.09% | -7.29% | 3.20% |
DCINX Dunham International Stock Fund | 2.71% | 46.37% | 7.65% | 15.98% | -14.67% | 9.70% | 19.86% | 18.14% | -14.27% | 24.40% |
Returns By Period
In the year-to-date period, DCREX achieves a 1.86% return, which is significantly lower than DCINX's 2.71% return. Over the past 10 years, DCREX has underperformed DCINX with an annualized return of 0.68%, while DCINX has yielded a comparatively higher 10.79% annualized return.
DCREX
- 1D
- 0.00%
- 1M
- -7.44%
- YTD
- 1.86%
- 6M
- -0.26%
- 1Y
- 1.15%
- 3Y*
- 2.69%
- 5Y*
- -6.35%
- 10Y*
- 0.68%
DCINX
- 1D
- 0.00%
- 1M
- -11.68%
- YTD
- 2.71%
- 6M
- 8.75%
- 1Y
- 36.86%
- 3Y*
- 21.50%
- 5Y*
- 10.67%
- 10Y*
- 10.79%
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DCREX vs. DCINX - Expense Ratio Comparison
DCREX has a 2.37% expense ratio, which is lower than DCINX's 2.92% expense ratio.
Return for Risk
DCREX vs. DCINX — Risk / Return Rank
DCREX
DCINX
DCREX vs. DCINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dunham Real Estate Stock Fund (DCREX) and Dunham International Stock Fund (DCINX). 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.
| DCREX | DCINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.07 | 2.19 | -2.11 |
Sortino ratioReturn per unit of downside risk | 0.22 | 2.75 | -2.52 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.42 | -0.39 |
Calmar ratioReturn relative to maximum drawdown | 0.04 | 2.89 | -2.85 |
Martin ratioReturn relative to average drawdown | 0.11 | 11.51 | -11.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DCREX | DCINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.07 | 2.19 | -2.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.30 | 0.71 | -1.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.03 | 0.66 | -0.63 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.09 | 0.30 | -0.21 |
Correlation
The correlation between DCREX and DCINX is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
DCREX vs. DCINX - Dividend Comparison
DCREX's dividend yield for the trailing twelve months is around 0.55%, less than DCINX's 10.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DCREX Dunham Real Estate Stock Fund | 0.55% | 0.56% | 0.00% | 1.72% | 0.00% | 7.09% | 8.26% | 7.31% | 1.07% | 0.80% | 20.50% | 10.54% |
DCINX Dunham International Stock Fund | 10.66% | 10.95% | 13.87% | 3.45% | 3.53% | 15.49% | 1.36% | 1.54% | 6.92% | 3.92% | 0.00% | 0.00% |
Drawdowns
DCREX vs. DCINX - Drawdown Comparison
The maximum DCREX drawdown since its inception was -74.32%, which is greater than DCINX's maximum drawdown of -61.79%. Use the drawdown chart below to compare losses from any high point for DCREX and DCINX.
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Drawdown Indicators
| DCREX | DCINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.32% | -61.79% | -12.53% |
Max Drawdown (1Y)Largest decline over 1 year | -14.36% | -11.91% | -2.45% |
Max Drawdown (5Y)Largest decline over 5 years | -49.40% | -31.18% | -18.22% |
Max Drawdown (10Y)Largest decline over 10 years | -49.40% | -37.28% | -12.12% |
Current DrawdownCurrent decline from peak | -35.67% | -11.91% | -23.76% |
Average DrawdownAverage peak-to-trough decline | -19.16% | -12.94% | -6.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.96% | 2.99% | +1.97% |
Volatility
DCREX vs. DCINX - Volatility Comparison
The current volatility for Dunham Real Estate Stock Fund (DCREX) is 4.39%, while Dunham International Stock Fund (DCINX) has a volatility of 7.75%. This indicates that DCREX experiences smaller price fluctuations and is considered to be less risky than DCINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DCREX | DCINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.39% | 7.75% | -3.36% |
Volatility (6M)Calculated over the trailing 6-month period | 8.22% | 11.98% | -3.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.31% | 16.55% | +1.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.57% | 15.06% | +6.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.14% | 16.38% | +4.76% |