Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DNDGX (DUNHAM SMALL CAP GROWTH FUND DUNHAM SMALL CAP GROWTH FUND CLASS N) | 21.27% | 40.15% | 19.26% | 1.53% | 10.85% | 9.73% | 8.81% | … | … |
Data as of 06/04/2026, Common starting date is 12/22/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DNDGX (DUNHAM SMALL CAP GROWTH FUND DUNHAM SMALL CAP GROWTH FUND CLASS N) | 12/22/2004 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.78 | 40.15 | 19.26 | 1.53 | 10.85 | 9.73 | 8.81 | … | … | 21.27 | 15.20 | 14.10 | 21.73 | -33.04 | -10.69 | 47.29 | 25.10 | -3.61 | 30.08 | 6.16 | -1.53 | 2.08 | 48.79 | 9.73 | -7.07 | 24.27 | 41.23 | -40.18 | 17.84 | 5.59 | -13.73 | 2.72 |
| Sharpe Ratio | NA | 1.70 | 0.74 | -0.06 | 0.36 | NA | NA | … | … | 1.99 | 0.50 | 0.39 | 0.94 | -0.92 | -0.36 | 1.24 | 1.26 | -0.21 | 2.27 | 0.31 | -0.09 | 0.11 | 3.22 | 0.55 | -0.22 | 1.01 | 1.42 | -1.05 | 0.89 | 0.14 | -0.59 | 19.47 |
| Standard Deviation(%) | NA | 21.82 | 22.00 | 26.66 | 25.63 | NA | NA | … | … | 24.82 | 25.33 | 19.45 | 18.72 | 37.50 | 29.73 | 37.85 | 18.81 | 23.45 | 13.01 | 19.06 | 17.65 | 19.03 | 15.15 | 17.64 | 32.93 | 24.05 | 28.99 | 39.03 | 16.80 | 16.26 | 26.81 | 10.61 |
| Draw Down(%) | NA | 13.36 | 27.70 | 55.65 | 55.65 | NA | NA | … | … | 13.36 | 27.70 | 11.08 | 18.17 | 40.89 | 25.72 | 36.15 | 13.37 | 32.05 | 4.76 | 19.25 | 15.98 | 19.87 | 5.89 | 12.87 | 31.48 | 19.44 | 22.21 | 53.94 | 9.54 | 16.94 | 20.58 | 0.13 |
| Yield(%) | 0.00 | 4.29 | 1.73 | 0.80 | 5.53 | 6.63 | 6.58 | … | … | 0.00 | 4.16 | 0.00 | 0.00 | 0.00 | 0.77 | 1.64 | 2.22 | 20.81 | 18.21 | 0.00 | 8.52 | 8.84 | 24.81 | 6.79 | 0.00 | 0.00 | 0.00 | 0.21 | 10.55 | 3.18 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/22/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DNDGX (DUNHAM SMALL CAP GROWTH FUND DUNHAM SMALL CAP GROWTH FUND CLASS N) |
-16.97%
Nov 2005 – Nov 2008 |
-3.73%
Aug 2005 – Aug 2010 |
4.62%
Oct 2013 – Oct 2023 |
5.77%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DNDGX (DUNHAM SMALL CAP GROWTH FUND DUNHAM SMALL CAP GROWTH FUND CLASS N) |
27.39%
Feb 2009 – Feb 2012 |
26.61%
Feb 2009 – Feb 2014 |
17.25%
Feb 2009 – Feb 2019 |
12.25%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart