Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DNREX (DUNHAM REAL ESTATE STOCK FUND DUNHAM REAL ESTATE STOCK FUND CLASS N) | 10.04% | 7.58% | 7.31% | -6.47% | 0.98% | 4.16% | 3.46% | … | … |
Data as of 06/04/2026, Common starting date is 12/22/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DNREX (DUNHAM REAL ESTATE STOCK FUND DUNHAM REAL ESTATE STOCK 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 (%) | -1.58 | 7.58 | 7.31 | -6.47 | 0.98 | 4.16 | 3.46 | … | … | 10.04 | -5.69 | 7.19 | 13.60 | -39.51 | 3.18 | 12.02 | 27.32 | -6.37 | 4.24 | 6.11 | 2.20 | 31.09 | 2.93 | 18.73 | 6.27 | 25.71 | 32.70 | -36.78 | -19.55 | 28.50 | -11.25 | 0.79 |
| Sharpe Ratio | NA | 0.51 | 0.29 | -0.39 | -0.03 | NA | NA | … | … | 2.06 | -0.45 | 0.04 | 0.44 | -1.36 | 0.15 | 0.31 | 2.18 | -0.50 | 0.35 | 0.36 | 0.12 | 2.79 | 0.18 | 1.36 | 0.20 | 0.91 | 0.50 | -0.53 | -0.91 | 1.68 | -0.50 | 3.44 |
| Standard Deviation(%) | NA | 13.39 | 18.04 | 21.65 | 21.35 | NA | NA | … | … | 12.83 | 19.30 | 17.07 | 21.63 | 30.07 | 20.39 | 37.58 | 11.91 | 15.47 | 10.36 | 16.58 | 17.76 | 11.14 | 16.49 | 13.87 | 30.66 | 28.19 | 65.72 | 71.23 | 24.91 | 15.09 | 26.74 | 11.03 |
| Draw Down(%) | NA | 8.07 | 24.54 | 51.52 | 51.52 | NA | NA | … | … | 7.82 | 19.89 | 10.14 | 23.33 | 42.15 | 13.71 | 37.10 | 5.38 | 12.94 | 6.27 | 15.11 | 17.17 | 7.20 | 18.20 | 9.08 | 23.87 | 18.74 | 41.28 | 62.11 | 29.72 | 10.41 | 21.08 | 1.32 |
| Yield(%) | 0.00 | 1.24 | 1.62 | 0.64 | 3.08 | 4.76 | 4.25 | … | … | 0.00 | 1.20 | 0.91 | 2.55 | 0.42 | 0.00 | 0.00 | 9.25 | 1.86 | 1.56 | 18.36 | 10.18 | 6.80 | 3.79 | 5.51 | 0.94 | 1.55 | 1.39 | 1.37 | 6.59 | 24.65 | 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 |
|---|---|---|---|---|
| DNREX (DUNHAM REAL ESTATE STOCK FUND DUNHAM REAL ESTATE STOCK FUND CLASS N) |
-26.95%
Mar 2006 – Mar 2009 |
-6.49%
Dec 2020 – Dec 2025 |
0.28%
Mar 2015 – Mar 2025 |
2.56%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DNREX (DUNHAM REAL ESTATE STOCK FUND DUNHAM REAL ESTATE STOCK FUND CLASS N) |
42.18%
Mar 2009 – Mar 2012 |
28.82%
Feb 2009 – Feb 2014 |
17.71%
Mar 2009 – Mar 2019 |
10.55%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart