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Dunham Focused Large Cap Growth Fund (DAFGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.75-0.12 (-0.45%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.57%
5-year average return8.28%
Number of years up9
Number of years down2
Best 1-yr total return (14 Mar 2023)49.40%
Worst 1-yr total return (14 Mar 2023)N/A
Best 3-yr total return49.40%
Worst 3-yr total return1.01%

Trailing returns (%) vs. Benchmarks

ReturnDAFGXCategory
YTD12.57%12.38%
1-month-4.04%5.09%
3-month9.51%10.28%
1-year-10.01%41.70%
3-year8.40%22.56%
5-year8.28%21.98%
10-year11.60%15.99%
Last bull market34.12%25.99%
Last bear market-26.98%-17.29%

Annual total return (%) history

Year
DAFGXCategory
2022
-38.74%N/A
2021
12.01%N/A
2020
47.89%35.86%
2019
30.38%31.90%
2018
8.54%-2.09%
2017
25.57%27.67%
2016
-6.98%3.23%
2015
13.79%3.60%
2014
3.97%10.00%
2013
34.72%33.92%
2012
7.60%15.34%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2022-14.42%-26.75%-7.09%6.12%
2021-2.43%13.41%1.37%2.13%
2020-10.80%36.68%13.45%9.67%
201920.28%6.18%-3.67%11.60%
20188.89%9.73%12.50%-17.13%
201711.23%6.54%3.82%3.95%
2016-7.87%-0.10%8.16%-5.90%
20157.91%1.40%-4.47%8.52%
2014-1.86%-0.85%3.28%2.88%
20135.91%1.81%19.05%8.92%
201218.42%-7.63%5.18%-0.16%

Rank in category (by total return)

YTD7
1-month25
3-month9
1-year80
3-year88
5-year46

Load adjusted returns

1-year-23.80%
3-year2.25%
5-year7.74%
10-year10.94%