Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DNFGX (DUNHAM FOCUSED LARGE CAP GROWTH FUND DUNHAM FOCUSED LARGE CAP GROWTH FUND CLASS N) | 2.52% | 1.96% | 15.12% | 5.36% | 13.52% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/09/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DNFGX (DUNHAM FOCUSED LARGE CAP GROWTH FUND DUNHAM FOCUSED LARGE CAP GROWTH FUND CLASS N) | 12/09/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.60 | 1.96 | 15.12 | 5.36 | 13.52 | NA | NA | … | … | 2.52 | 1.99 | 26.91 | 55.17 | -38.80 | 4.64 | 46.47 | 36.08 | 10.12 | 26.43 | -7.45 | 12.00 | 2.89 | 36.73 | 14.35 | -5.90 |
| Sharpe Ratio | NA | 0.14 | 0.62 | 0.12 | 0.48 | NA | NA | … | … | 0.34 | -0.04 | 1.22 | 2.66 | -1.06 | 0.20 | 1.19 | 1.85 | 0.33 | 2.39 | -0.41 | 0.67 | 0.16 | 2.54 | 0.81 | -2.63 |
| Standard Deviation(%) | NA | 18.96 | 21.26 | 25.72 | 25.14 | NA | NA | … | … | 22.04 | 24.75 | 19.12 | 19.55 | 38.19 | 23.07 | 38.57 | 18.76 | 26.44 | 10.83 | 18.93 | 18.01 | 18.11 | 14.45 | 17.72 | 25.28 |
| Draw Down(%) | NA | 27.61 | 27.61 | 51.58 | 51.58 | NA | NA | … | … | 20.53 | 25.21 | 12.37 | 15.38 | 43.81 | 14.25 | 32.48 | 10.31 | 24.13 | 4.87 | 20.91 | 14.07 | 16.12 | 7.27 | 14.16 | 7.70 |
| Yield(%) | 0.00 | 13.48 | 12.33 | 6.30 | 9.34 | 10.07 | 7.55 | … | … | 0.00 | 13.78 | 15.45 | 3.52 | 0.00 | 0.00 | 0.00 | 4.77 | 8.67 | 1.16 | 0.00 | 0.64 | 0.00 | 1.74 | 0.00 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| DNFGX (DUNHAM FOCUSED LARGE CAP GROWTH FUND DUNHAM FOCUSED LARGE CAP GROWTH FUND CLASS N) |
-3.42%
Sep 2020 – Sep 2023 |
2.14%
Mar 2021 – Mar 2026 |
9.29%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DNFGX (DUNHAM FOCUSED LARGE CAP GROWTH FUND DUNHAM FOCUSED LARGE CAP GROWTH FUND CLASS N) |
31.37%
Sep 2022 – Sep 2025 |
25.76%
Oct 2016 – Oct 2021 |
14.75%
Jan 2012 – Jan 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart