Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DCMDX (DUNHAM MONTHLY DISTRIBUTION FUND DUNHAM MONTHLY DISTRIBUTION FUND CLASS C) | 1.50% | 5.38% | 6.19% | 0.61% | 0.67% | 1.17% | 0.34% | … | … |
Data as of 06/05/2026, Common starting date is 03/22/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DCMDX (DUNHAM MONTHLY DISTRIBUTION FUND DUNHAM MONTHLY DISTRIBUTION FUND CLASS C) | 03/22/2002 | 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 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.48 | 5.38 | 6.19 | 0.61 | 0.67 | 1.17 | 0.34 | … | … | 1.50 | 7.12 | 4.43 | 3.34 | -6.22 | -4.95 | -4.59 | 3.90 | -1.37 | 3.31 | 3.36 | -2.95 | 1.42 | 5.19 | 8.61 | -0.84 | 8.17 | 4.38 | -27.09 | -0.85 | 9.10 | -2.23 | 1.89 | 17.62 | -25.85 |
| Sharpe Ratio | NA | 1.48 | 0.87 | -0.43 | -0.24 | NA | NA | … | … | 0.51 | 1.61 | 0.22 | -0.06 | -1.31 | -1.00 | -1.09 | 0.98 | -0.61 | 1.06 | 0.60 | -0.47 | 0.24 | 1.11 | 2.21 | -0.10 | 1.62 | 0.50 | -1.00 | -0.32 | 0.78 | -0.48 | 0.09 | 1.23 | -0.99 |
| Standard Deviation(%) | NA | 1.84 | 3.37 | 4.48 | 4.11 | NA | NA | … | … | 2.00 | 2.64 | 3.62 | 5.01 | 5.87 | 4.97 | 4.44 | 2.49 | 4.53 | 2.52 | 5.24 | 6.34 | 5.98 | 4.67 | 3.91 | 8.39 | 4.98 | 8.58 | 28.09 | 12.59 | 7.28 | 9.29 | 9.61 | 13.73 | 33.33 |
| Draw Down(%) | NA | 1.05 | 2.01 | 15.08 | 18.01 | NA | NA | … | … | 1.05 | 1.51 | 1.89 | 4.12 | 8.39 | 7.80 | 7.21 | 1.60 | 4.59 | 1.27 | 4.36 | 8.38 | 6.00 | 4.07 | 2.83 | 9.22 | 3.56 | 8.79 | 30.18 | 9.45 | 5.84 | 7.17 | 9.25 | 11.22 | 39.41 |
| Yield(%) | 0.98 | 11.41 | 11.24 | 6.45 | 4.69 | 4.20 | 3.36 | … | … | 4.71 | 11.68 | 12.15 | 11.45 | 0.83 | 0.00 | 0.35 | 6.81 | 6.12 | 5.14 | 4.28 | 4.83 | 4.53 | 4.88 | 3.50 | 3.62 | 3.14 | 0.00 | 5.19 | 8.87 | 11.32 | 9.20 | 8.70 | 8.99 | 1.78 |
Data as of 06/05/2026, Common starting date is 03/22/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DCMDX (DUNHAM MONTHLY DISTRIBUTION FUND DUNHAM MONTHLY DISTRIBUTION FUND CLASS C) |
-10.13%
Feb 2006 – Feb 2009 |
-5.94%
Feb 2004 – Feb 2009 |
-0.85%
Apr 2007 – Apr 2017 |
-1.34%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DCMDX (DUNHAM MONTHLY DISTRIBUTION FUND DUNHAM MONTHLY DISTRIBUTION FUND CLASS C) |
11.02%
Sep 2002 – Sep 2005 |
9.19%
Sep 2002 – Sep 2007 |
3.60%
Feb 2009 – Feb 2019 |
2.60%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart