DCSVX - Dunham Small Cap Value Fund Class C
Nasdaq - Nasdaq Delayed Price. Currency in USD
Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return-4.09%
5-Year Average Return1.69%
Number of Years Up10
Number of Years Down8
Best 1 Yr Total Return (May 25, 2023)34.68%
Worst 1 Yr Total Return (May 25, 2023)N/A
Best 3-Yr Total Return34.68%
Worst 3-Yr Total Return-0.70%
Trailing Returns (%) Vs. Benchmarks
ReturnDCSVXCategory
YTD-4.09%26.79%
1-Month1.12%-1.77%
3-Month-10.23%4.45%
1-Year-8.80%71.02%
3-Year12.59%9.35%
5-Year1.69%12.17%
10-Year5.49%9.95%
Last Bull Market52.06%28.07%
Last Bear Market-13.91%-24.24%
Annual Total Return (%) History
YearDCSVXCategory
2023N/AN/A
2022-12.85%N/A
202131.05%N/A
2020-3.68%4.02%
201920.13%21.43%
2018-12.05%-15.46%
20177.95%8.54%
201625.31%25.99%
2015-7.61%-6.71%
20144.70%3.34%
201334.68%36.22%
20127.94%16.00%
2011-1.95%-4.45%
201024.48%26.17%
200920.23%31.32%
2008-34.57%-32.24%
2007-5.58%-6.08%
200618.70%16.27%
2005-5.85%6.40%
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
2023-0.98%N/AN/AN/A
2022-2.73%-13.91%-6.70%11.56%
202119.69%3.78%-1.82%7.46%
2020-35.61%18.19%0.10%26.44%
201911.28%1.42%2.48%3.87%
2018-3.04%6.41%1.44%-15.97%
20170.27%-1.48%6.30%2.80%
20160.99%1.46%7.61%13.65%
20151.53%-2.59%-9.01%2.66%
20141.29%1.41%-6.69%9.23%
201311.59%4.45%4.66%10.41%
20127.94%-2.94%2.56%0.46%
20117.01%-2.00%-18.29%14.43%
201011.27%-9.37%9.62%12.61%
2009-17.90%18.62%20.93%2.10%
2008-8.95%-0.84%0.84%-28.14%
20073.84%3.69%-3.64%-9.00%
20067.89%-1.29%0.57%10.82%
2005-6.65%-2.21%3.51%-0.37%
Rank In Category (By Total Return)
YTD84
1-Month46
3-Month74
1-Year83
3-Year95
5-Year84
Load Adjusted Returns
1-Year-6.80%
3-Year13.37%
5-Year2.93%
10-Year5.88%
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