Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DASPX (Dunham U.S. Enhanced Market Fund Class A) | NA | 15.39% | NA | NA | NA | NA | NA | … | … |
Data as of 10/09/2025, Common starting date is 05/12/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DASPX (Dunham U.S. Enhanced Market Fund Class A) | 05/12/2023 | 10/09/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 15.39 | NA | NA | NA | NA | NA | … | … | 14.74 | 24.67 | 14.18 |
| Sharpe Ratio | NA | 0.69 | NA | NA | NA | NA | NA | … | … | 0.90 | 1.43 | 1.55 |
| Standard Deviation(%) | NA | 17.80 | NA | NA | NA | NA | NA | … | … | 18.32 | 14.68 | 12.60 |
| Draw Down(%) | NA | 20.21 | NA | NA | NA | NA | NA | … | … | 19.23 | 9.55 | 12.77 |
| Yield(%) | 0.00 | 28.12 | 13.51 | 8.11 | 4.05 | 2.70 | 2.03 | … | … | 0.00 | 35.06 | 1.13 |
Data as of 10/09/2025, Common starting date is 05/12/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DASPX (Dunham U.S. Enhanced Market Fund Class A) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DASPX (Dunham U.S. Enhanced Market Fund Class A) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart