Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DALGX (Dunham Large Cap Growth A) | NA | 12.95% | 13.62% | 13.04% | NA | NA | NA | … | … |
Data as of 07/24/2014, Common starting date is 01/08/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DALGX (Dunham Large Cap Growth A) | 01/08/2007 | 07/24/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.95 | 13.62 | 13.04 | NA | NA | NA | … | … | 1.30 | 30.58 | 13.52 | 0.63 | 9.31 | 15.62 | -44.73 | 18.03 |
| Sharpe Ratio | NA | 1.52 | 0.89 | 0.86 | NA | NA | NA | … | … | 0.30 | 3.05 | 1.12 | 0.03 | 0.57 | 0.72 | -1.18 | 1.03 |
| Standard Deviation(%) | NA | 8.50 | 15.00 | 15.08 | NA | NA | NA | … | … | 7.81 | 10.02 | 12.17 | 21.79 | 16.21 | 21.70 | 38.48 | 14.99 |
| Draw Down(%) | NA | 5.72 | 15.38 | 16.93 | NA | NA | NA | … | … | 5.72 | 5.19 | 9.42 | 16.93 | 13.24 | 19.32 | 52.02 | 8.43 |
| Yield(%) | 0.00 | 0.39 | 0.24 | 0.18 | 0.61 | 0.40 | 0.30 | … | … | 0.00 | 0.45 | 0.14 | 0.08 | 0.00 | 0.00 | 0.16 | 5.31 |
Data as of 07/24/2014, Common starting date is 01/08/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DALGX (Dunham Large Cap Growth A) |
-13.99%
Aug 2007 – Aug 2010 |
-4.88%
Oct 2007 – Oct 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DALGX (Dunham Large Cap Growth A) |
16.68%
Feb 2009 – Feb 2012 |
16.85%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart