Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DNLVX (Dunham Large Cap Value Fund Class) | 9.30% | 25.93% | 17.50% | 8.48% | 10.12% | 9.89% | 7.55% | … | … |
Data as of 06/05/2026, Common starting date is 12/23/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DNLVX (Dunham Large Cap Value Fund Class) | 12/23/2004 | 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 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.63 | 25.93 | 17.50 | 8.48 | 10.12 | 9.89 | 7.55 | … | … | 9.30 | 18.04 | 15.79 | 9.48 | -9.87 | 21.40 | 2.44 | 26.02 | -8.85 | 15.25 | 11.53 | -1.97 | 8.92 | 30.53 | 14.71 | -2.35 | 15.10 | 21.62 | -36.87 | 3.85 | 13.16 | 2.31 | 0.27 |
| Sharpe Ratio | NA | 2.33 | 1.20 | 0.41 | 0.50 | NA | NA | … | … | 1.98 | 0.99 | 1.17 | 0.48 | -0.55 | 1.48 | 0.06 | 2.14 | -0.68 | 2.02 | 0.88 | -0.13 | 0.79 | 2.80 | 1.11 | -0.10 | 0.84 | 0.69 | -0.91 | 0.04 | 1.01 | 0.00 | NA |
| Standard Deviation(%) | NA | 10.62 | 12.53 | 14.89 | 17.14 | NA | NA | … | … | 11.97 | 15.41 | 10.36 | 12.35 | 20.65 | 14.47 | 35.63 | 11.45 | 15.13 | 7.27 | 12.83 | 15.46 | 11.28 | 10.87 | 13.30 | 23.51 | 17.92 | 30.99 | 41.48 | 16.02 | 9.67 | 14.14 | NA |
| Draw Down(%) | NA | 7.29 | 15.96 | 22.63 | 36.88 | NA | NA | … | … | 7.29 | 14.84 | 7.01 | 11.71 | 19.60 | 5.74 | 36.88 | 6.69 | 19.37 | 4.84 | 10.71 | 13.08 | 9.01 | 4.89 | 10.86 | 20.88 | 16.63 | 30.60 | 47.44 | 11.83 | 7.78 | 9.08 | NA |
| Yield(%) | 0.00 | 5.52 | 5.97 | 3.55 | 4.25 | 6.05 | 4.79 | … | … | 0.00 | 5.66 | 5.72 | 5.62 | 0.83 | 0.72 | 0.99 | 4.13 | 4.75 | 2.06 | 1.89 | 26.21 | 0.81 | 1.39 | 1.23 | 0.47 | 0.67 | 0.64 | 0.67 | 3.38 | 6.75 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/23/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DNLVX (Dunham Large Cap Value Fund Class) |
-17.07%
Feb 2006 – Feb 2009 |
-4.15%
Aug 2005 – Aug 2010 |
3.74%
Sep 2005 – Sep 2015 |
4.00%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DNLVX (Dunham Large Cap Value Fund Class) |
23.79%
Feb 2009 – Feb 2012 |
20.91%
Feb 2009 – Feb 2014 |
13.62%
Feb 2009 – Feb 2019 |
11.71%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart