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DCREX vs. HYDB
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

DCREX vs. HYDB

Last updated May 12, 2025

Compare and contrast key facts about Dunham Real Estate Stock Fund (DCREX) and iShares High Yield Bond Factor ETF (HYDB).

DCREX is managed by Dunham. It was launched on Dec 10, 2004. HYDB is a passively managed fund by iShares that tracks the performance of the BlackRock High Yield Defensive Bond Index. It was launched on Jul 11, 2017.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DCREX or HYDB.

Correlation

The correlation between DCREX and HYDB is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

DCREX vs. HYDB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dunham Real Estate Stock Fund (DCREX) and iShares High Yield Bond Factor ETF (HYDB). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

DCREX:

4.81%

HYDB:

1.81%

Max Drawdown

DCREX:

-0.25%

HYDB:

-0.09%

Current Drawdown

DCREX:

0.00%

HYDB:

0.00%

Returns By Period

DCREX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

HYDB

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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DCREX vs. HYDB - Expense Ratio Comparison

DCREX has a 2.37% expense ratio, which is higher than HYDB's 0.35% expense ratio.

DCREX
Dunham Real Estate Stock Fund
HYDB
iShares High Yield Bond Factor ETF

Risk-Adjusted Performance

DCREX vs. HYDB — 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
HYDB
The Risk-Adjusted Performance Rank of HYDB is 8686
Overall Rank
The Sharpe Ratio Rank of HYDB is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of HYDB is 8383
Sortino Ratio Rank
The Omega Ratio Rank of HYDB is 8686
Omega Ratio Rank
The Calmar Ratio Rank of HYDB is 8686
Calmar Ratio Rank
The Martin Ratio Rank of HYDB is 8787
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. HYDB - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Dunham Real Estate Stock Fund (DCREX) and iShares High Yield Bond Factor ETF (HYDB). 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.

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Dividends

DCREX vs. HYDB - Dividend Comparison

DCREX's dividend yield for the trailing twelve months is around 0.10%, less than HYDB's 7.10% 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%
HYDB
iShares High Yield Bond Factor ETF		7.10%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

DCREX vs. HYDB - Drawdown Comparison

The maximum DCREX drawdown since its inception was -0.25%, which is greater than HYDB's maximum drawdown of -0.09%. Use the drawdown chart below to compare losses from any high point for DCREX and HYDB. For additional features, visit the drawdowns tool.

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Volatility

DCREX vs. HYDB - Volatility Comparison

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