Australia markets closed

Dunham Focused Large Cap Growth Fund (DNFGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
39.62-0.15 (-0.38%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.76%
5-year average return13.91%
Number of years up10
Number of years down2
Best 1-yr total return (23 Apr 2024)55.16%
Worst 1-yr total return (23 Apr 2024)N/A
Best 3-yr total return55.16%
Worst 3-yr total return1.27%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDNFGXCategory
YTD14.63%12.38%
1-month1.16%5.09%
3-month14.63%10.28%
1-year46.21%41.70%
3-year8.22%22.56%
5-year15.86%21.98%
10-year14.18%15.99%
Last bull market34.42%25.99%
Last bear market-26.95%-17.29%

Annual total return (%) history

Year
DNFGXCategory
2024
N/AN/A
2023
55.16%N/A
2022
-38.80%N/A
2021
13.30%N/A
2020
49.77%35.86%
2019
35.51%31.90%
2018
10.02%-2.09%
2017
26.43%27.67%
2016
-7.45%3.23%
2015
12.00%3.60%
2014
2.19%10.00%
2013
37.67%33.92%
2012
12.79%15.34%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.63%N/AN/AN/A
202321.65%15.67%-6.51%17.94%
2022-14.62%-26.95%-7.31%5.86%
2021-2.69%13.10%1.09%1.84%
2020-11.09%36.19%13.12%9.34%
201919.89%5.81%-3.96%11.22%
20188.55%9.41%12.13%-17.39%
201710.97%6.20%3.58%3.56%
2016-8.17%-0.33%7.81%-6.21%
20157.63%1.06%-4.80%8.17%
2014-2.12%-1.19%3.04%2.54%
20135.48%1.41%18.59%8.53%
201218.03%-8.17%4.74%-0.65%

Rank in category (by total return)

YTD20
1-month88
3-month20
1-year9
3-year59
5-year38

Load adjusted returns

1-year46.21%
3-year8.22%
5-year15.86%
10-year14.18%