Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DCREX (DUNHAM REAL ESTATE STOCK FUND DUNHAM REAL ESTATE STOCK FUND CLASS C) | 10.04% | 6.88% | 6.41% | -7.66% | -0.08% | 3.08% | 2.40% | … | … |
Data as of 06/05/2026, Common starting date is 02/04/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DCREX (DUNHAM REAL ESTATE STOCK FUND DUNHAM REAL ESTATE STOCK FUND CLASS C) | 02/04/2005 | 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 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.38 | 6.88 | 6.41 | -7.66 | -0.08 | 3.08 | 2.40 | … | … | 10.04 | -6.83 | 6.15 | 12.43 | -40.12 | 1.62 | 10.34 | 26.05 | -7.30 | 3.20 | 5.06 | 1.16 | 29.79 | 1.89 | 17.56 | 5.18 | 24.47 | 31.33 | -37.39 | -19.88 | 26.52 | -5.65 |
| Sharpe Ratio | NA | 0.31 | 0.17 | -0.46 | -0.08 | NA | NA | … | … | 1.72 | -0.51 | 0.15 | 0.41 | -1.38 | 0.08 | 0.27 | 2.05 | -0.56 | 0.25 | 0.29 | 0.06 | 2.67 | 0.11 | 1.28 | 0.17 | 0.87 | 0.48 | -0.54 | -0.93 | 1.54 | -0.31 |
| Standard Deviation(%) | NA | 13.60 | 18.08 | 21.69 | 21.40 | NA | NA | … | … | 13.09 | 19.29 | 17.06 | 21.57 | 30.11 | 20.57 | 37.63 | 11.97 | 15.47 | 10.40 | 16.57 | 17.72 | 11.14 | 16.49 | 13.84 | 30.55 | 28.16 | 65.64 | 71.32 | 24.94 | 15.09 | 27.56 |
| Draw Down(%) | NA | 8.36 | 24.88 | 52.80 | 52.80 | NA | NA | … | … | 7.86 | 20.03 | 10.20 | 23.90 | 42.65 | 13.90 | 37.17 | 5.46 | 13.03 | 6.30 | 15.37 | 17.66 | 7.26 | 18.37 | 9.11 | 23.96 | 18.93 | 41.43 | 62.32 | 30.33 | 10.60 | 21.46 |
| Yield(%) | 0.00 | 0.55 | 0.86 | 0.29 | 2.68 | 4.09 | 3.74 | … | … | 0.00 | 0.53 | 0.10 | 1.91 | 0.00 | 0.00 | 0.00 | 8.77 | 0.98 | 0.82 | 18.08 | 9.51 | 6.22 | 2.91 | 4.52 | 0.00 | 0.42 | 0.00 | 0.34 | 5.86 | 24.94 | 0.00 |
Data as of 06/05/2026, Common starting date is 02/04/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DCREX (DUNHAM REAL ESTATE STOCK FUND DUNHAM REAL ESTATE STOCK FUND CLASS C) |
-27.68%
Mar 2006 – Mar 2009 |
-7.52%
Dec 2020 – Dec 2025 |
-0.83%
Mar 2015 – Mar 2025 |
1.46%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DCREX (DUNHAM REAL ESTATE STOCK FUND DUNHAM REAL ESTATE STOCK FUND CLASS C) |
40.77%
Mar 2009 – Mar 2012 |
27.52%
Feb 2009 – Feb 2014 |
16.53%
Mar 2009 – Mar 2019 |
9.38%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart