Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DAFRX (DUNHAM FLOATING RATE BOND FUND DUNHAM FLOATING RATE BOND FUND CLASS A) | 2.01% | 4.90% | 7.89% | 5.26% | 4.06% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 11/06/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DAFRX (DUNHAM FLOATING RATE BOND FUND DUNHAM FLOATING RATE BOND FUND CLASS A) | 11/06/2013 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.90 | 7.89 | 5.26 | 4.06 | NA | NA | … | … | 2.01 | 5.05 | 8.16 | 13.06 | -2.55 | 3.51 | -0.07 | 7.18 | -1.06 | 2.71 | 7.39 | -0.31 | -0.03 | 0.20 |
| Sharpe Ratio | NA | 1.40 | 2.58 | 1.24 | 0.71 | NA | NA | … | … | 1.17 | 0.95 | 3.46 | 4.27 | -1.24 | 3.57 | -0.04 | 2.80 | -1.80 | 2.37 | 5.17 | -0.23 | -0.03 | 2.06 |
| Standard Deviation(%) | NA | 1.70 | 1.86 | 2.22 | 3.41 | NA | NA | … | … | 1.93 | 2.29 | 1.31 | 2.22 | 3.22 | 0.98 | 9.12 | 2.04 | 1.36 | 0.87 | 1.39 | 1.47 | 1.63 | 0.64 |
| Draw Down(%) | NA | 1.46 | 3.34 | 7.08 | 19.41 | NA | NA | … | … | 1.46 | 3.34 | 0.70 | 1.85 | 7.08 | 0.51 | 19.41 | 0.79 | 3.84 | 0.51 | 1.05 | 3.33 | 2.69 | 0.20 |
| Yield(%) | 0.00 | 7.19 | 8.24 | 6.61 | 4.98 | 3.68 | 2.76 | … | … | 2.91 | 7.10 | 8.62 | 9.18 | 5.30 | 3.14 | 3.16 | 4.48 | 4.09 | 3.28 | 3.45 | 3.03 | 3.08 | 0.00 |
Data as of 06/08/2026, Common starting date is 11/06/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DAFRX (DUNHAM FLOATING RATE BOND FUND DUNHAM FLOATING RATE BOND FUND CLASS A) |
-1.77%
Mar 2017 – Mar 2020 |
0.05%
Mar 2015 – Mar 2020 |
2.88%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DAFRX (DUNHAM FLOATING RATE BOND FUND DUNHAM FLOATING RATE BOND FUND CLASS A) |
9.67%
Sep 2022 – Sep 2025 |
7.10%
Mar 2020 – Mar 2025 |
4.28%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart