Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DAFGX (DUNHAM FOCUSED LARGE CAP GROWTH FUND DUNHAM FOCUSED LARGE CAP GROWTH FUND CLASS A) | 2.07% | 1.85% | 14.69% | 7.04% | 14.37% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/09/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DAFGX (DUNHAM FOCUSED LARGE CAP GROWTH FUND DUNHAM FOCUSED LARGE CAP GROWTH FUND CLASS A) | 12/09/2011 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.73 | 1.85 | 14.69 | 7.04 | 14.37 | NA | NA | … | … | 2.07 | 3.40 | 11.42 | 51.18 | -38.96 | 4.13 | 46.02 | 35.17 | 9.80 | 26.10 | -7.65 | 11.69 | 2.63 | 36.34 | 14.13 | -5.90 |
| Sharpe Ratio | NA | 0.13 | 0.61 | 0.18 | 0.52 | NA | NA | … | … | 0.33 | 0.02 | 0.20 | 2.41 | -1.06 | 0.18 | 1.18 | 1.80 | 0.32 | 2.36 | -0.41 | 0.65 | 0.14 | 2.52 | 0.80 | -2.63 |
| Standard Deviation(%) | NA | 18.97 | 21.27 | 25.47 | 25.00 | NA | NA | … | … | 22.02 | 24.92 | 23.79 | 19.68 | 38.19 | 23.14 | 38.55 | 18.72 | 26.45 | 10.83 | 18.94 | 18.04 | 18.13 | 14.40 | 17.79 | 25.28 |
| Draw Down(%) | NA | 27.70 | 27.70 | 47.69 | 47.69 | NA | NA | … | … | 20.59 | 25.27 | 17.15 | 15.43 | 43.91 | 14.47 | 32.48 | 10.33 | 24.20 | 4.89 | 20.95 | 14.14 | 16.14 | 7.29 | 14.26 | 7.70 |
| Yield(%) | 0.00 | 14.17 | 12.76 | 8.37 | 12.09 | 12.75 | 9.56 | … | … | 0.00 | 14.41 | 16.02 | 3.64 | 0.00 | 9.13 | 3.32 | 4.36 | 8.80 | 1.18 | 0.00 | 0.64 | 0.00 | 1.75 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/09/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DAFGX (DUNHAM FOCUSED LARGE CAP GROWTH FUND DUNHAM FOCUSED LARGE CAP GROWTH FUND CLASS A) |
-0.34%
Sep 2020 – Sep 2023 |
3.51%
Mar 2021 – Mar 2026 |
10.09%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DAFGX (DUNHAM FOCUSED LARGE CAP GROWTH FUND DUNHAM FOCUSED LARGE CAP GROWTH FUND CLASS A) |
31.66%
Dec 2018 – Dec 2021 |
25.88%
Oct 2016 – Oct 2021 |
15.59%
Jan 2012 – Jan 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart