Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DCFGX (DUNHAM FOCUSED LARGE CAP GROWTH FUND DUNHAM FOCUSED LARGE CAP GROWTH FUND CLASS C) | -2.35% | -3.43% | 12.29% | 4.99% | 12.99% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/09/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DCFGX (DUNHAM FOCUSED LARGE CAP GROWTH FUND DUNHAM FOCUSED LARGE CAP GROWTH FUND CLASS C) | 12/09/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.70 | -3.43 | 12.29 | 4.99 | 12.99 | NA | NA | … | … | -2.35 | 2.63 | 8.70 | 49.62 | -39.42 | 2.57 | 44.70 | 34.15 | 8.99 | 25.19 | -8.38 | 10.92 | 1.90 | 35.30 | 13.28 | -5.90 |
| Sharpe Ratio | NA | 0.09 | 0.57 | 0.15 | 0.48 | NA | NA | … | … | 0.29 | -0.01 | 0.09 | 2.32 | -1.07 | 0.11 | 1.15 | 1.75 | 0.29 | 2.28 | -0.45 | 0.60 | 0.10 | 2.44 | 0.75 | -2.63 |
| Standard Deviation(%) | NA | 18.96 | 21.26 | 25.48 | 25.01 | NA | NA | … | … | 22.01 | 24.91 | 24.84 | 19.73 | 38.20 | 23.45 | 38.61 | 18.71 | 26.47 | 10.83 | 18.94 | 18.01 | 18.08 | 14.43 | 17.74 | 25.28 |
| Draw Down(%) | NA | 27.92 | 27.92 | 48.04 | 48.04 | NA | NA | … | … | 20.70 | 25.38 | 18.60 | 15.61 | 44.22 | 15.19 | 32.54 | 10.49 | 24.30 | 4.95 | 21.01 | 14.17 | 16.27 | 7.29 | 14.36 | 7.70 |
| Yield(%) | 0.00 | 16.18 | 14.14 | 8.90 | 12.42 | 12.75 | 9.56 | … | … | 0.00 | 16.48 | 17.87 | 4.02 | 0.00 | 9.86 | 3.54 | 4.62 | 9.21 | 1.22 | 0.00 | 0.66 | 0.00 | 1.76 | 0.00 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| DCFGX (DUNHAM FOCUSED LARGE CAP GROWTH FUND DUNHAM FOCUSED LARGE CAP GROWTH FUND CLASS C) |
-1.08%
Sep 2020 – Sep 2023 |
2.73%
Mar 2021 – Mar 2026 |
9.26%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DCFGX (DUNHAM FOCUSED LARGE CAP GROWTH FUND DUNHAM FOCUSED LARGE CAP GROWTH FUND CLASS C) |
30.68%
Dec 2018 – Dec 2021 |
24.96%
Oct 2016 – Oct 2021 |
14.72%
Jan 2012 – Jan 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart