Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DNSPX (Dunham U.S. Enhanced Market Fund Class N) | 8.78% | 26.89% | 20.46% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/12/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DNSPX (Dunham U.S. Enhanced Market Fund Class N) | 05/12/2023 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.96 | 26.89 | 20.46 | NA | NA | NA | NA | … | … | 8.78 | 16.16 | 24.97 | 14.35 |
| Sharpe Ratio | NA | 1.76 | 1.11 | NA | NA | NA | NA | … | … | 1.24 | 0.75 | 1.46 | 1.57 |
| Standard Deviation(%) | NA | 13.79 | 15.51 | NA | NA | NA | NA | … | … | 15.52 | 17.70 | 14.67 | 12.65 |
| Draw Down(%) | NA | 10.66 | 20.08 | NA | NA | NA | NA | … | … | 10.66 | 19.15 | 9.54 | 12.70 |
| Yield(%) | 0.00 | 22.36 | 20.66 | 12.80 | 6.40 | 4.27 | 3.20 | … | … | 0.00 | 22.33 | 35.38 | 1.30 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| DNSPX (Dunham U.S. Enhanced Market Fund Class N) |
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 |
|---|---|---|---|---|
| DNSPX (Dunham U.S. Enhanced Market Fund Class N) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart