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DADHX: DUNHAM ALTERNATIVE DIVIDEND FUND DUNHAM ALTERNATIVE DIVIDEND FUND CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/01/2016 |
Last Dividend Date: | 03/22/2019 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 07/09/2018 |
2019 | 2018 | 2017 | 2016 | |
---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | -0.4 | -4.3 | 0.2 | -4.9 | -0.4 | 2.0 |
Sharpe Ratio | NA | -1.15 | -0.35 | -0.37 | -0.53 | -0.89 | -0.18 | 0.87 |
Draw Down(%) | NA | 2.7 | 10.1 | 10.1 | 1.4 | 9.7 | 6.4 | 3.8 |
Standard Deviation(%) | NA | 3.0 | 5.5 | 5.6 | 2.4 | 7.1 | 5.4 | 6.8 |
Treynor Ratio | NA | -1.94 | -0.12 | -0.12 | -0.34 | -0.43 | -0.02 | 0.12 |
Alpha | NA | -0.01 | -0.02 | -0.02 | -0.01 | -0.02 | -0.04 | 0.0 |
Beta | NA | 0.02 | 0.16 | 0.17 | 0.04 | 0.14 | 0.49 | 0.51 |
RSquared | NA | 0.01 | 0.13 | 0.16 | 0.04 | 0.12 | 0.42 | 0.65 |
Yield(%) | N/A | 1.3 | 3.5 | N/A | 0.1 | 4.5 | 5.0 | 0.8 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | -98.1 | -14.8 | 510.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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