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Dunham Large Cap Value Fund (DNLVX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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18.89

-0.08

(-0.42%)

As of 08:05AM EDT. Market open.

Risk overview

Morningstar risk rating★★

Number of years up14

Number of years down5

Best 1-yr total return (30 June 2024)30.53%

Worst 1-yr total return (30 June 2024)N/A

Risk statistics

3 years

DNLVXCategory average

5 years

DNLVXCategory average

10 years

DNLVXCategory average

Alpha

-2.54-0.01

-3.14-0.03

-3.41-0.03

BETA

0.840.01

0.90.01

0.920.01

Mean annual return

0.580.01

0.990.01

0.740.01

R-squared

84.490.78

87.220.83

88.910.84

Standard deviation

16.270.17

17.60.19

14.90.16

Sharpe ratio

0.230

0.550

0.490.01

Treynor ratio

3.070.04

9.520.07

6.990.08