Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DCAVX (DUNHAM DYNAMIC MACRO FUND DUNHAM DYNAMIC MACRO FUND CLASS C) | 1.68% | 2.58% | 7.97% | 3.84% | 3.11% | 1.97% | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DCAVX (DUNHAM DYNAMIC MACRO FUND DUNHAM DYNAMIC MACRO FUND CLASS C) | 05/04/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.68 | 2.58 | 7.97 | 3.84 | 3.11 | 1.97 | NA | … | … | 1.68 | 4.13 | 9.83 | 17.43 | -14.84 | 8.12 | 0.72 | 13.40 | -9.40 | 7.06 | -3.30 | -2.19 | 2.22 | -0.47 | 3.46 | -2.94 | 1.20 |
| Sharpe Ratio | NA | 0.15 | 0.85 | 0.19 | 0.19 | NA | NA | … | … | 0.62 | 0.35 | 0.79 | 1.62 | -1.25 | 1.18 | 0.04 | 2.15 | -1.37 | 1.47 | -0.44 | -0.30 | 0.48 | -0.10 | 0.50 | -0.21 | 0.39 |
| Standard Deviation(%) | NA | 4.02 | 6.39 | 8.44 | 8.28 | NA | NA | … | … | 5.44 | 3.60 | 7.86 | 8.60 | 13.07 | 6.87 | 12.99 | 5.56 | 7.89 | 4.37 | 7.92 | 7.46 | 4.57 | 4.97 | 6.88 | 14.20 | 4.34 |
| Draw Down(%) | NA | 2.19 | 8.12 | 17.77 | 17.86 | NA | NA | … | … | 2.19 | 2.00 | 8.12 | 6.38 | 17.70 | 3.68 | 17.86 | 3.28 | 12.87 | 2.29 | 8.00 | 10.32 | 3.98 | 5.40 | 6.99 | 12.99 | 3.05 |
| Yield(%) | 0.00 | 10.76 | 6.73 | 3.88 | 2.33 | 1.86 | 1.45 | … | … | 0.00 | 11.10 | 4.55 | 3.44 | 0.00 | 0.00 | 0.00 | 0.56 | 1.31 | 0.00 | 0.00 | 0.00 | 0.42 | 3.51 | 1.25 | 1.33 | 0.90 |
Data as of 06/05/2026, Common starting date is 05/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DCAVX (DUNHAM DYNAMIC MACRO FUND DUNHAM DYNAMIC MACRO FUND CLASS C) |
-2.89%
Feb 2013 – Feb 2016 |
-2.56%
Mar 2015 – Mar 2020 |
-0.47%
Sep 2012 – Sep 2022 |
1.88%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DCAVX (DUNHAM DYNAMIC MACRO FUND DUNHAM DYNAMIC MACRO FUND CLASS C) |
11.59%
Sep 2022 – Sep 2025 |
6.53%
Mar 2020 – Mar 2025 |
3.83%
Feb 2016 – Feb 2026 |
2.15%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart