Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DCLGX (Dunham Large Cap Growth C) | NA | 12.11% | 12.76% | 12.30% | NA | NA | NA | … | … |
Data as of 07/24/2014, Common starting date is 12/23/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DCLGX (Dunham Large Cap Growth C) | 12/23/2004 | 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 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.11 | 12.76 | 12.30 | NA | NA | NA | … | … | 1.39 | 29.05 | 12.75 | 0.00 | 8.15 | 14.75 | -44.96 | 17.10 | 0.96 | -2.95 | 0.42 |
| Sharpe Ratio | NA | 1.39 | 0.82 | 0.81 | NA | NA | NA | … | … | 0.31 | 2.84 | 1.06 | 0.00 | 0.50 | 0.68 | -1.20 | 0.95 | -0.19 | -0.31 | NA |
| Standard Deviation(%) | NA | 8.70 | 15.18 | 15.16 | NA | NA | NA | … | … | 7.92 | 10.21 | 12.10 | 22.20 | 16.20 | 21.52 | 38.29 | 14.94 | 12.11 | 16.71 | NA |
| Draw Down(%) | NA | 5.92 | 15.69 | 17.31 | NA | NA | NA | … | … | 5.92 | 5.32 | 9.49 | 17.31 | 13.57 | 19.37 | 52.28 | 8.45 | 12.50 | 11.18 | NA |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.80 | 0.53 | 0.40 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.16 | 5.43 | 2.66 | 0.00 | 0.00 |
Data as of 07/24/2014, 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 |
|---|---|---|---|---|
| DCLGX (Dunham Large Cap Growth C) |
-18.08%
Feb 2006 – Feb 2009 |
-8.38%
Aug 2005 – Aug 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DCLGX (Dunham Large Cap Growth C) |
15.77%
Feb 2009 – Feb 2012 |
15.98%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart