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Dunham Appreciation & Income N (DNAIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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8.37-0.03 (-0.36%)
As of 8:00PM EDT. Market open.
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Performance Overview

Morningstar Return Rating★★
Year-to-Date Return1.76%
5-Year Average Return5.46%
Number of Years Up9
Number of Years Down3
Best 1 Yr Total Return (Jun 29, 2017)38.68%
Worst 1 Yr Total Return (Jun 29, 2017)-33.79%
Best 3-Yr Total Return38.68%
Worst 3-Yr Total Return-5.69%

Trailing Returns (%) Vs. Benchmarks

ReturnDNAIXCategory
YTD1.76%7.02%
1-Month-1.10%0.78%
3-Month-0.98%2.40%
1-Year7.38%14.40%
3-Year-0.46%2.88%
5-Year5.46%8.76%
10-Year3.99%5.00%
Last Bull Market11.88%12.73%
Last Bear Market-14.45%-15.99%

Annual Total Return (%) History

Year
DNAIXCategory
2017
N/AN/A
2016
1.10%7.68%
2015
-2.95%-3.67%
2014
4.81%6.37%
2013
19.81%21.66%
2012
7.52%10.92%
2011
-2.48%-5.62%
2010
13.14%16.77%
2009
38.68%40.58%
2008
-33.79%-33.38%
2007
16.15%7.51%
2006
9.08%10.72%
2005
4.22%3.59%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20172.76%-0.98%N/AN/A
2016-6.03%1.97%6.68%-1.09%
20154.15%1.51%-9.12%1.01%
20141.36%4.69%-1.10%-0.14%
20135.73%0.00%6.62%6.28%
20128.63%-4.86%5.34%-1.24%
20116.11%-0.87%-11.07%4.25%
20101.90%-9.22%12.89%8.32%
2009-0.17%13.89%14.63%6.40%
2008-10.75%-0.38%-11.32%-16.03%
20071.43%5.74%8.43%-0.12%
20065.59%-3.31%2.17%4.58%
2005-4.30%0.69%5.83%2.19%

Rank In Category (By Total Return)

YTD97
1-Month97
3-Month97
1-Year94
3-Year93
5-Year97

Load Adjusted Returns

1-Year7.38%
3-Year-0.46%
5-Year5.46%
10-Year3.99%