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Dunham Real Estate Stock Fund (DCREX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
11.40+0.23 (+2.06%)
At close: 08:00PM EDT
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.49%
5-Year Average Return0.42%
Number of Years Up14
Number of Years Down4
Best 1 Yr Total Return (Mar 30, 2023)31.33%
Worst 1 Yr Total Return (Mar 30, 2023)N/A
Best 3-Yr Total Return31.33%
Worst 3-Yr Total Return-7.95%

Trailing Returns (%) Vs. Benchmarks

ReturnDCREXCategory
YTD4.49%20.43%
1-Month-1.55%2.69%
3-Month4.49%11.34%
1-Year-29.37%36.79%
3-Year-1.39%10.81%
5-Year0.42%7.03%
10-Year2.54%9.08%
Last Bull Market32.43%31.03%
Last Bear Market-19.39%-16.60%

Annual Total Return (%) History

Year
DCREXCategory
2022
-40.12%N/A
2021
8.94%N/A
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
2022-11.42%-19.39%-14.30%-2.15%
20212.45%8.87%-6.35%4.28%
2020-15.02%16.44%5.78%14.22%
201916.47%1.12%6.44%0.55%
2018-6.76%5.40%1.08%-6.68%
20170.34%0.54%0.47%1.82%
20164.54%6.94%-2.06%-3.94%
20154.70%-11.08%2.14%6.26%
20149.35%6.65%-3.61%15.46%
20137.53%-3.69%-2.23%0.63%
201211.19%2.28%1.25%2.09%
20115.89%3.71%-16.30%14.43%
201010.32%-5.74%11.05%7.78%
2009-31.46%28.17%38.43%7.99%
20081.59%-6.25%5.17%-37.62%
20072.44%-9.76%0.94%-15.38%
200614.98%-1.20%5.54%7.31%
2005-8.78%13.31%2.75%2.48%

Rank In Category (By Total Return)

YTD17
1-Month64
3-Month99
1-Year100
3-Year97
5-Year94

Load Adjusted Returns

1-Year-24.66%
3-Year-5.12%
5-Year1.46%
10-Year3.02%
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