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Dunham Small Cap Growth A (DADGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.96-0.02 (-0.12%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.27%
5-Year Average Return8.32%
Number of Years Up11
Number of Years Down5
Best 1 Yr Total Return (May 15, 2024)68.01%
Worst 1 Yr Total Return (May 15, 2024)N/A
Best 3-Yr Total Return68.01%
Worst 3-Yr Total Return-5.23%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDADGXCategory
YTD-1.80%12.40%
1-Month-7.48%3.37%
3-Month0.06%4.88%
1-Year10.61%55.69%
3-Year-8.42%19.34%
5-Year6.75%20.72%
10-Year9.33%13.98%
Last Bull Market28.72%27.85%
Last Bear Market-23.37%-24.06%

Annual Total Return (%) History

Year
DADGXCategory
2024
N/AN/A
2023
21.37%N/A
2022
-33.15%N/A
2021
4.91%N/A
2020
68.01%38.62%
2019
24.89%27.68%
2018
-4.11%-5.76%
2017
29.78%21.50%
2016
5.87%11.20%
2015
-1.91%-2.41%
2014
1.85%2.44%
2013
48.38%40.91%
2012
9.41%13.15%
2011
-7.26%-3.55%
2010
24.03%26.98%
2009
40.96%35.46%
2008
-40.48%-41.55%
2007
N/A7.59%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.14%N/AN/AN/A
20239.86%6.44%-7.59%12.33%
2022-16.70%-23.37%0.39%4.32%
20214.35%6.95%-3.78%-2.30%
2020-19.04%41.54%10.30%32.93%
201920.50%6.60%-8.43%6.18%
20184.54%11.98%8.64%-24.60%
20177.08%5.18%8.38%6.32%
2016-5.60%3.36%9.90%-1.26%
20157.13%5.08%-10.69%-2.45%
20143.43%-1.63%-7.24%7.91%
201313.03%6.59%14.30%7.76%
201214.61%-5.60%5.61%-4.25%
201112.83%-2.61%-23.94%10.96%
20108.04%-11.95%11.95%16.46%
2009-5.38%18.02%18.14%6.85%
2008-18.27%7.98%-10.02%-25.04%
20078.13%4.13%3.22%N/A

Rank In Category (By Total Return)

YTD76
1-Month78
3-Month83
1-Year58
3-Year74
5-Year43

Load Adjusted Returns

1-Year4.25%
3-Year-10.21%
5-Year5.50%
10-Year8.69%