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Dunham Small Cap Growth A (DADGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.70+0.03 (+0.18%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.53%
5-year average return7.80%
Number of years up11
Number of years down5
Best 1-yr total return (17 June 2024)68.01%
Worst 1-yr total return (17 June 2024)N/A
Best 3-yr total return68.01%
Worst 3-yr total return-5.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDADGXCategory
YTD3.72%12.40%
1-month5.62%3.37%
3-month-0.18%4.88%
1-year16.67%55.69%
3-year-5.74%19.34%
5-year9.21%20.72%
10-year9.98%13.98%
Last bull market28.72%27.85%
Last bear market-23.37%-24.06%

Annual total return (%) history

Year
DADGXCategory
2024
N/AN/A
2023
21.37%N/A
2022
-33.15%N/A
2021
4.91%N/A
2020
68.01%38.62%
2019
24.89%27.68%
2018
-4.11%-5.76%
2017
29.78%21.50%
2016
5.87%11.20%
2015
-1.91%-2.41%
2014
1.85%2.44%
2013
48.38%40.91%
2012
9.41%13.15%
2011
-7.26%-3.55%
2010
24.03%26.98%
2009
40.96%35.46%
2008
-40.48%-41.55%
2007
N/A7.59%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.14%N/AN/AN/A
20239.86%6.44%-7.59%12.33%
2022-16.70%-23.37%0.39%4.32%
20214.35%6.95%-3.78%-2.30%
2020-19.04%41.54%10.30%32.93%
201920.50%6.60%-8.43%6.18%
20184.54%11.98%8.64%-24.60%
20177.08%5.18%8.38%6.32%
2016-5.60%3.36%9.90%-1.26%
20157.13%5.08%-10.69%-2.45%
20143.43%-1.63%-7.24%7.91%
201313.03%6.59%14.30%7.76%
201214.61%-5.60%5.61%-4.25%
201112.83%-2.61%-23.94%10.96%
20108.04%-11.95%11.95%16.46%
2009-5.38%18.02%18.14%6.85%
2008-18.27%7.98%-10.02%-25.04%
20078.13%4.13%3.22%N/A

Rank in category (by total return)

YTD63
1-month22
3-month58
1-year62
3-year74
5-year40

Load adjusted returns

1-year9.96%
3-year-7.58%
5-year7.92%
10-year9.33%