Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DNLGX (Dunham Large Cap Growth N) | NA | 12.73% | 13.81% | 13.28% | 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 |
|---|---|---|
| DNLGX (Dunham Large Cap Growth N) | 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 | 12.73 | 13.81 | 13.28 | NA | NA | NA | … | … | 1.10 | 30.88 | 14.07 | 0.87 | 9.29 | 15.96 | -44.45 | 18.18 | 2.02 | -1.89 | 0.42 |
| Sharpe Ratio | NA | 1.48 | 0.90 | 0.88 | NA | NA | NA | … | … | 0.25 | 3.03 | 1.19 | 0.04 | 0.57 | 0.75 | -1.18 | 1.02 | -0.11 | -0.25 | NA |
| Standard Deviation(%) | NA | 8.61 | 14.98 | 15.04 | NA | NA | NA | … | … | 7.83 | 10.17 | 11.86 | 22.01 | 16.23 | 21.22 | 38.20 | 14.90 | 11.97 | 16.57 | NA |
| Draw Down(%) | NA | 5.65 | 15.71 | 17.01 | NA | NA | NA | … | … | 5.65 | 5.33 | 9.33 | 17.01 | 13.41 | 19.19 | 51.73 | 8.24 | 12.13 | 11.07 | NA |
| Yield(%) | 0.00 | 0.55 | 0.42 | 0.35 | 0.91 | 0.61 | 0.46 | … | … | 0.00 | 0.63 | 0.24 | 0.33 | 0.06 | 0.10 | 0.15 | 5.31 | 2.63 | 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 |
|---|---|---|---|---|
| DNLGX (Dunham Large Cap Growth N) |
-17.28%
Feb 2006 – Feb 2009 |
-7.43%
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 |
|---|---|---|---|---|
| DNLGX (Dunham Large Cap Growth N) |
17.01%
Feb 2009 – Feb 2012 |
17.07%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart