Correlation
The correlation between DCREX and MAIN is 0.46, 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.
DCREX vs. MAIN
Compare and contrast key facts about Dunham Real Estate Stock Fund (DCREX) and Main Street Capital Corporation (MAIN).
DCREX is managed by Dunham. It was launched on Dec 10, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DCREX or MAIN.
Performance
DCREX vs. MAIN - Performance Comparison
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Key characteristics
DCREX:
0.03
MAIN:
1.11
DCREX:
0.36
MAIN:
1.74
DCREX:
1.05
MAIN:
1.26
DCREX:
0.07
MAIN:
1.29
DCREX:
0.38
MAIN:
4.20
DCREX:
8.45%
MAIN:
6.44%
DCREX:
20.08%
MAIN:
21.65%
DCREX:
-74.32%
MAIN:
-64.53%
DCREX:
-35.65%
MAIN:
-9.33%
Returns By Period
In the year-to-date period, DCREX achieves a -5.16% return, which is significantly lower than MAIN's -1.52% return. Over the past 10 years, DCREX has underperformed MAIN with an annualized return of 1.76%, while MAIN has yielded a comparatively higher 14.53% annualized return.
DCREX
-5.16%
2.45%
-11.38%
0.51%
-4.62%
-2.51%
1.76%
MAIN
-1.52%
4.74%
5.26%
23.90%
23.93%
19.97%
14.53%
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Risk-Adjusted Performance
DCREX vs. MAIN — Risk-Adjusted Performance Rank
DCREX
MAIN
DCREX vs. MAIN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dunham Real Estate Stock Fund (DCREX) and Main Street Capital Corporation (MAIN). 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. MAIN - Dividend Comparison
DCREX's dividend yield for the trailing twelve months is around 0.10%, less than MAIN's 7.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DCREX Dunham Real Estate Stock Fund | 0.10% | 0.09% | 1.72% | 0.00% | 7.09% | 8.25% | 7.30% | 1.07% | 0.80% | 20.50% | 10.54% | 5.02% |
MAIN Main Street Capital Corporation | 7.41% | 7.02% | 8.55% | 7.97% | 5.74% | 6.99% | 6.76% | 8.43% | 7.02% | 7.42% | 9.15% | 8.72% |
Drawdowns
DCREX vs. MAIN - Drawdown Comparison
The maximum DCREX drawdown since its inception was -74.32%, which is greater than MAIN's maximum drawdown of -64.53%. Use the drawdown chart below to compare losses from any high point for DCREX and MAIN.
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Volatility
DCREX vs. MAIN - Volatility Comparison
The current volatility for Dunham Real Estate Stock Fund (DCREX) is 5.11%, while Main Street Capital Corporation (MAIN) has a volatility of 6.20%. This indicates that DCREX experiences smaller price fluctuations and is considered to be less risky than MAIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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