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Dunham Focused Large Cap Growth C (DCFGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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37.07+0.22 (+0.60%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return17.76%
5-year average return14.26%
Number of years up10
Number of years down2
Best 1-yr total return (17 Jun 2024)53.61%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return53.61%
Worst 3-yr total return0.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDCFGXCategory
YTD10.20%12.38%
1-month3.18%5.09%
3-month-2.58%10.28%
1-year29.37%41.70%
3-year4.34%22.56%
5-year14.11%21.98%
10-year13.07%15.99%
Last bull market37.20%25.99%
Last bear market-27.12%-17.29%

Annual total return (%) history

Year
DCFGXCategory
2024
N/AN/A
2023
53.61%N/A
2022
-39.42%N/A
2021
12.17%N/A
2020
48.32%35.86%
2019
34.15%31.90%
2018
8.88%-2.09%
2017
25.19%27.67%
2016
-8.38%3.23%
2015
10.92%3.60%
2014
1.19%10.00%
2013
36.25%33.92%
2012
11.74%15.34%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.36%N/AN/AN/A
202321.34%15.39%-6.75%17.66%
2022-14.86%-27.12%-7.56%5.62%
2021-2.95%12.81%0.84%1.60%
2020-11.32%35.90%12.80%9.10%
201919.60%5.56%-4.21%10.93%
20188.26%9.16%11.79%-17.58%
201710.65%5.98%3.26%3.38%
2016-8.38%-0.68%7.63%-6.45%
20157.31%0.84%-5.04%7.94%
2014-2.37%-1.43%2.76%2.33%
20135.16%1.16%18.34%8.23%
201217.71%-8.37%4.57%-0.93%

Rank in category (by total return)

YTD67
1-month84
3-month96
1-year64
3-year75
5-year70

Load adjusted returns

1-year29.37%
3-year4.34%
5-year14.11%
10-year13.07%