Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DCDGX (DUNHAM SMALL CAP GROWTH FUND DUNHAM SMALL CAP GROWTH FUND CLASS C) | 15.39% | 32.25% | 16.31% | -2.52% | 7.61% | 7.23% | 6.52% | … | … |
Data as of 06/05/2026, Common starting date is 12/23/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DCDGX (DUNHAM SMALL CAP GROWTH FUND DUNHAM SMALL CAP GROWTH FUND CLASS C) | 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 (%) | -2.32 | 32.25 | 16.31 | -2.52 | 7.61 | 7.23 | 6.52 | … | … | 15.39 | 11.14 | 13.01 | 20.48 | -33.69 | -19.38 | 37.32 | 23.96 | -4.54 | 28.81 | 5.14 | -2.54 | 1.05 | 47.28 | 8.61 | -7.97 | 23.39 | 39.69 | -40.74 | 16.68 | 1.36 | -14.83 | 2.31 |
| Sharpe Ratio | NA | 1.32 | 0.59 | -0.17 | 0.23 | NA | NA | … | … | 1.46 | 0.33 | 0.48 | 0.91 | -0.94 | -0.54 | 0.92 | 1.19 | -0.25 | 2.17 | 0.26 | -0.15 | 0.05 | 3.12 | 0.49 | -0.24 | 0.96 | 1.37 | -1.06 | 0.81 | -0.12 | -0.63 | NA |
| Standard Deviation(%) | NA | 22.38 | 22.18 | 28.16 | 26.77 | NA | NA | … | … | 25.52 | 25.31 | 19.46 | 18.67 | 37.50 | 35.65 | 40.23 | 18.84 | 23.44 | 13.01 | 19.17 | 17.68 | 19.04 | 15.15 | 17.71 | 32.97 | 24.16 | 28.97 | 39.08 | 16.72 | 16.62 | 26.92 | NA |
| Draw Down(%) | NA | 13.42 | 27.95 | 59.80 | 61.35 | NA | NA | … | … | 13.42 | 27.84 | 11.17 | 18.38 | 41.17 | 32.33 | 36.22 | 13.56 | 32.24 | 4.86 | 19.33 | 16.37 | 20.36 | 5.94 | 13.07 | 31.77 | 19.41 | 22.34 | 54.37 | 9.61 | 17.08 | 20.78 | NA |
| Yield(%) | 0.00 | 7.25 | 2.88 | 0.98 | 6.31 | 6.94 | 6.40 | … | … | 0.00 | 7.01 | 0.00 | 0.00 | 0.00 | 0.07 | 1.04 | 2.51 | 26.16 | 21.89 | 0.00 | 9.88 | 10.01 | 27.20 | 7.32 | 0.00 | 0.24 | 0.00 | 0.22 | 10.79 | 0.00 | 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 |
|---|---|---|---|---|
| DCDGX (DUNHAM SMALL CAP GROWTH FUND DUNHAM SMALL CAP GROWTH FUND CLASS C) |
-18.68%
Nov 2005 – Nov 2008 |
-5.90%
Sep 2018 – Sep 2023 |
2.03%
Oct 2013 – Oct 2023 |
3.69%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DCDGX (DUNHAM SMALL CAP GROWTH FUND DUNHAM SMALL CAP GROWTH FUND CLASS C) |
26.23%
Feb 2009 – Feb 2012 |
25.42%
Feb 2009 – Feb 2014 |
16.13%
Feb 2009 – Feb 2019 |
10.32%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart