Nasdaq - Delayed Quote USD

Dunham Small Cap Growth C (DCDGX)

11.14
0.00
(0.00%)
At close: May 23 at 8:00:31 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -6.39%
5y Average Return 6.72%
Number of Years Up 15
Number of Years Down 5
Best 1Y Total Return (May 22, 2025) 66.77%
Worst 1Y Total Return (May 22, 2025) --
Best 3Y Total Return 66.77%
Worst 3Y Total Return -5.94%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DCDGX
Category
YTD
-13.45%
12.40%
1-Month
-0.48%
3.37%
3-Month
-18.06%
4.88%
1-Year
-0.19%
55.69%
3-Year
3.46%
19.34%
5-Year
7.50%
20.72%
10-Year
7.36%
13.98%
Last Bull Market
21.71%
27.85%
Last Bear Market
-23.47%
-24.06%

Annual Total Return (%) History

Year
DCDGX
Category
2025
--
--
2024
13.01%
--
2023
20.48%
--
2022
-33.69%
--
2021
4.17%
--
2020
66.77%
38.62%
2019
23.97%
27.68%
2018
-4.82%
-5.76%

2017
28.75%
21.50%
2016
5.14%
11.20%
2015
-2.65%
-2.41%
2014
1.05%
2.44%
2013
47.28%
40.91%
2012
8.60%
13.15%
2011
-7.97%
-3.55%
2010
23.12%
26.98%
2009
39.69%
35.46%
2008
-40.85%
-41.55%
2007
16.90%
7.59%
2006
4.60%
10.81%
2005
6.01%
6.02%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -13.03% -- -- --
2024 5.98% -1.43% 5.45% 2.59%
2023 9.73% 6.26% -7.85% 12.14%
2022 -16.92% -23.47% 0.24% 4.05%
2021 4.16% 6.81% -3.96% -2.51%
2020 -19.18% 41.28% 10.08% 32.68%
2019 20.26% 6.40% -8.63% 6.03%
2018 4.37% 11.75% 8.44% -24.74%
2017 6.82% 5.07% 8.12% 6.10%
2016 -5.69% 3.14% 9.70% -1.46%

2015 6.97% 4.86% -10.85% -2.65%
2014 3.24% -1.87% -7.39% 7.70%
2013 12.81% 6.40% 14.08% 7.56%
2012 14.38% -5.79% 5.45% -4.42%
2011 12.61% -2.77% -24.11% 10.76%
2010 7.85% -12.10% 11.79% 16.18%
2009 -5.72% 17.95% 17.90% 6.55%
2008 -18.42% 7.84% -10.17% -25.16%
2007 1.19% 7.97% 3.90% 2.98%
2006 11.88% -7.65% -4.18% 5.64%
2005 -3.48% 4.74% 3.44% 1.37%

Rank in Category (By Total Return)

YTD 78
1-Month 41
3-Month 89
1-Year 58
3-Year 53
5-Year 67

Load Adjusted Returns

1-Year -0.19%
3-Year 3.46%
5-Year 7.50%
10-Year 7.36%

Performance & Risk

YTD Return -6.39%
5y Average Return 6.72%
Rank in Category (ytd) 78
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Dunham Funds
Net Assets 79.07M
YTD Return -13.45%
Yield 0.00%
Morningstar Rating
Inception Date Dec 10, 2004

Fund Summary

Under normal market conditions, the fund invests at least 80% of its assets (defined as net assets plus borrowing for investment purposes) in small cap companies. The managers define small capitalization companies as those companies whose market capitalizations are equal to or less than the largest company in the Russell 2000® Index during the most recent 12-month period.

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