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Dunham Focused Large Cap Growth A (DAFGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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40.56-1.46 (-3.47%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return19.65%
5-year average return14.59%
Number of years up10
Number of years down2
Best 1-yr total return (15 July 2024)54.80%
Worst 1-yr total return (15 July 2024)N/A
Best 3-yr total return54.80%
Worst 3-yr total return1.01%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDAFGXCategory
YTD18.42%12.38%
1-month7.14%5.09%
3-month3.38%10.28%
1-year30.43%41.70%
3-year4.79%22.56%
5-year15.05%21.98%
10-year14.41%15.99%
Last bull market37.63%25.99%
Last bear market-26.98%-17.29%

Annual total return (%) history

Year
DAFGXCategory
2024
N/AN/A
2023
54.80%N/A
2022
-38.96%N/A
2021
13.02%N/A
2020
49.40%35.86%
2019
35.17%31.90%
2018
9.70%-2.09%
2017
26.10%27.67%
2016
-7.65%3.23%
2015
11.69%3.60%
2014
1.92%10.00%
2013
37.28%33.92%
2012
12.58%15.34%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.55%3.38%N/AN/A
202321.61%15.58%-6.58%17.90%
2022-14.69%-26.98%-7.38%5.78%
2021-2.76%13.03%1.02%1.80%
2020-11.15%36.15%13.01%9.28%
201919.81%5.76%-4.04%11.17%
20188.47%9.32%12.07%-17.46%
201710.85%6.17%3.46%3.56%
2016-8.20%-0.46%7.77%-6.23%
20157.48%1.00%-4.84%8.11%
2014-2.20%-1.19%2.92%2.49%
20135.40%1.33%18.48%8.49%
201217.82%-8.10%4.65%-0.65%

Rank in category (by total return)

YTD51
1-month10
3-month70
1-year51
3-year72
5-year55

Load adjusted returns

1-year22.93%
3-year2.74%
5-year13.69%
10-year13.74%