Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DCFRX (DUNHAM FLOATING RATE BOND FUND DUNHAM FLOATING RATE BOND FUND CLASS C) | 1.30% | 4.12% | 7.38% | 4.65% | 3.52% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/06/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DCFRX (DUNHAM FLOATING RATE BOND FUND DUNHAM FLOATING RATE BOND FUND CLASS C) | 11/06/2013 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.36 | 4.12 | 7.38 | 4.65 | 3.52 | NA | NA | … | … | 1.30 | 4.66 | 7.59 | 12.38 | -2.90 | 2.89 | -0.57 | 6.76 | -1.56 | 2.24 | 6.85 | -0.83 | 0.09 | 0.10 |
| Sharpe Ratio | NA | 0.88 | 2.27 | 0.95 | 0.54 | NA | NA | … | … | 0.20 | 0.77 | 2.98 | 4.16 | -1.33 | 2.85 | -0.09 | 2.64 | -2.14 | 1.80 | 4.86 | -0.58 | 0.04 | 0.91 |
| Standard Deviation(%) | NA | 1.70 | 1.88 | 2.23 | 3.42 | NA | NA | … | … | 2.01 | 2.32 | 1.33 | 2.12 | 3.26 | 1.01 | 9.16 | 2.01 | 1.38 | 0.88 | 1.36 | 1.47 | 1.79 | 0.70 |
| Draw Down(%) | NA | 1.53 | 3.42 | 7.19 | 19.47 | NA | NA | … | … | 1.53 | 3.42 | 0.70 | 1.75 | 7.19 | 0.55 | 19.47 | 0.84 | 3.92 | 0.62 | 1.09 | 3.52 | 2.49 | 0.20 |
| Yield(%) | 0.00 | 6.23 | 7.60 | 6.05 | 4.47 | 3.30 | 2.48 | … | … | 2.21 | 6.61 | 8.10 | 8.70 | 4.82 | 2.63 | 2.70 | 3.97 | 3.59 | 2.83 | 2.93 | 2.52 | 3.11 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/06/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DCFRX (DUNHAM FLOATING RATE BOND FUND DUNHAM FLOATING RATE BOND FUND CLASS C) |
-2.24%
Mar 2017 – Mar 2020 |
-0.42%
Mar 2015 – Mar 2020 |
2.44%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DCFRX (DUNHAM FLOATING RATE BOND FUND DUNHAM FLOATING RATE BOND FUND CLASS C) |
9.12%
Sep 2022 – Sep 2025 |
6.54%
Mar 2020 – Mar 2025 |
3.77%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart