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Dunham Focused Large Cap Growth Fund Class A (DAFGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.46+0.02 (+0.08%)
At close: 08:00PM EDT

Performance overview

Morningstar return rating★★★★
Year-to-date return12.75%
5-year average return10.79%
Number of years up8
Number of years down1
Best 1-yr total return (3 Feb 2019)49.40%
Worst 1-yr total return (3 Feb 2019)-7.65%
Best 3-yr total return49.40%
Worst 3-yr total return1.68%

Trailing returns (%) vs. Benchmarks

ReturnDAFGXCategory
YTD-35.79%12.38%
1-month-7.14%5.09%
3-month-24.73%10.28%
1-year-34.84%41.70%
3-year4.09%22.56%
5-year12.70%21.98%
10-year11.60%15.99%
Last bull market18.34%25.99%
Last bear market0.00%-17.29%

Annual total return (%) history

Year
DAFGXCategory
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
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)

YTD84
1-month8
3-month8
1-year86
3-year11
5-year15

Load adjusted returns

1-year27.93%
3-year24.62%
5-year23.94%
10-yearN/A