Nasdaq - Delayed Quote USD

Dunham Real Estate Stock C (DCREX)

11.78
+0.08
+(0.68%)
At close: May 23 at 8:00:32 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -8.52%
5y Average Return -1.81%
Number of Years Up 16
Number of Years Down 4
Best 1Y Total Return (May 22, 2025) 29.79%
Worst 1Y Total Return (May 22, 2025) --
Best 3Y Total Return 29.79%
Worst 3Y Total Return -10.60%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DCREX
Category
YTD
-8.37%
20.43%
1-Month
-2.33%
2.69%
3-Month
-8.22%
11.34%
1-Year
4.00%
36.79%
3-Year
-7.80%
10.81%
5-Year
-1.65%
7.03%
10-Year
1.07%
9.08%
Last Bull Market
22.52%
31.03%
Last Bear Market
-19.39%
-16.60%

Annual Total Return (%) History

Year
DCREX
Category
2025
--
--
2024
6.15%
--
2023
12.42%
--
2022
-40.12%
--
2021
8.94%
--
2020
19.57%
-4.49%
2019
26.06%
27.28%
2018
-7.30%
-5.97%

2017
3.20%
6.22%
2016
5.18%
6.89%
2015
1.04%
2.41%
2014
29.79%
28.03%
2013
1.89%
1.55%
2012
17.55%
17.60%
2011
5.18%
7.51%
2010
24.47%
27.08%
2009
31.33%
31.26%
2008
-37.52%
-39.55%
2007
-21.04%
-14.66%
2006
28.65%
33.58%
2005
8.84%
11.51%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -6.18% -- -- --
2024 1.66% 0.41% 11.29% -6.55%
2023 4.49% 0.00% -7.02% 15.71%
2022 -11.42% -19.39% -14.30% -2.15%
2021 2.45% 8.87% -6.35% 4.28%
2020 -15.02% 16.44% 5.78% 14.22%
2019 16.47% 1.12% 6.44% 0.55%
2018 -6.76% 5.40% 1.08% -6.68%
2017 0.34% 0.54% 0.47% 1.82%
2016 4.54% 6.94% -2.06% -3.94%

2015 4.70% -11.08% 2.14% 6.26%
2014 9.35% 6.65% -3.61% 15.46%
2013 7.53% -3.69% -2.23% 0.63%
2012 11.19% 2.28% 1.25% 2.09%
2011 5.89% 3.71% -16.30% 14.43%
2010 10.32% -5.74% 11.05% 7.78%
2009 -31.46% 28.17% 38.43% 7.99%
2008 1.59% -6.25% 5.17% -37.62%
2007 2.44% -9.76% 0.94% -15.38%
2006 14.98% -1.20% 5.54% 7.31%
2005 -8.78% 13.31% 2.75% 2.48%

Rank in Category (By Total Return)

YTD 93
1-Month 58
3-Month 95
1-Year 95
3-Year 99
5-Year 99

Load Adjusted Returns

1-Year 4.00%
3-Year -7.80%
5-Year -1.65%
10-Year 1.07%

Performance & Risk

YTD Return -8.52%
5y Average Return -1.81%
Rank in Category (ytd) 93
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.29
Morningstar Risk Rating

Fund Overview

Category Real Estate
Fund Family Dunham Funds
Net Assets 50.79M
YTD Return -8.37%
Yield 0.10%
Morningstar Rating
Inception Date Dec 10, 2004

Fund Summary

The fund's sub-adviser seeks to achieve its investment objectives by investing primarily in income-producing equity securities of real estate companies. It normally invests at least 80% of its assets in equity securities of companies principally engaged in the real estate industry that are economically tied to different countries throughout the world, including the United States. It is non-diversified.

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