Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DADGX (DUNHAM SMALL CAP GROWTH FUND DUNHAM SMALL CAP GROWTH FUND CLASS A) | 15.80% | 33.27% | 17.18% | -0.21% | 9.84% | 8.97% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/09/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DADGX (DUNHAM SMALL CAP GROWTH FUND DUNHAM SMALL CAP GROWTH FUND CLASS A) | 01/09/2007 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.26 | 33.27 | 17.18 | -0.21 | 9.84 | 8.97 | NA | … | … | 15.80 | 12.01 | 13.83 | 21.37 | -33.15 | -12.11 | 45.56 | 24.88 | -3.89 | 29.83 | 5.87 | -1.82 | 2.42 | 47.55 | 9.41 | -7.26 | 24.21 | 40.96 | -40.37 | 17.87 |
| Sharpe Ratio | NA | 1.68 | 0.73 | -0.08 | 0.34 | NA | NA | … | … | 1.97 | 0.36 | 0.53 | 0.95 | -0.92 | -0.40 | 1.18 | 1.24 | -0.23 | 2.26 | 0.30 | -0.10 | 0.13 | 3.14 | 0.54 | -0.22 | 1.00 | 1.41 | -1.06 | 0.90 |
| Standard Deviation(%) | NA | 21.83 | 22.02 | 26.84 | 25.77 | NA | NA | … | … | 24.80 | 25.30 | 19.43 | 18.74 | 37.51 | 30.44 | 38.14 | 18.81 | 23.45 | 12.99 | 19.06 | 17.65 | 19.00 | 15.14 | 17.51 | 32.87 | 24.05 | 29.05 | 39.04 | 16.92 |
| Draw Down(%) | NA | 13.37 | 27.68 | 56.26 | 56.26 | NA | NA | … | … | 13.37 | 27.68 | 11.11 | 18.23 | 40.94 | 26.68 | 36.18 | 13.40 | 32.12 | 4.82 | 19.24 | 16.09 | 19.98 | 5.91 | 12.96 | 31.56 | 19.38 | 22.20 | 54.02 | 9.54 |
| Yield(%) | 0.00 | 4.68 | 1.89 | 0.80 | 5.61 | 6.63 | 6.37 | … | … | 0.00 | 4.54 | 0.00 | 0.00 | 0.00 | 0.57 | 1.44 | 2.06 | 21.69 | 18.82 | 0.00 | 8.74 | 9.02 | 25.18 | 6.86 | 0.00 | 0.16 | 0.00 | 0.21 | 10.56 |
Data as of 06/05/2026, Common starting date is 01/09/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DADGX (DUNHAM SMALL CAP GROWTH FUND DUNHAM SMALL CAP GROWTH FUND CLASS A) |
-14.38%
Nov 2020 – Nov 2023 |
-2.72%
Mar 2021 – Mar 2026 |
4.13%
Oct 2013 – Oct 2023 |
5.36%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DADGX (DUNHAM SMALL CAP GROWTH FUND DUNHAM SMALL CAP GROWTH FUND CLASS A) |
27.19%
Feb 2009 – Feb 2012 |
26.35%
Feb 2009 – Feb 2014 |
17.00%
Feb 2009 – Feb 2019 |
11.83%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart