Dunham Small Cap Value Fund
Monthly Returns (%)Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2007 | 0 | 0.5 | 2 | 1.8 | 3.29 | -1.24 | -7.24 | 2.89 | 1.16 | -0.08 | -6.69 | -2.18 | 0 |
2008 | -5.71 | -1.76 | -1.69 | 6.37 | 2.95 | -9.23 | 1.93 | 4.79 | -5.43 | -23.36 | -11.17 | 5.84 | -34.1 |
2009 | -13.44 | -13.4 | 9.62 | 15.49 | 1.79 | 1.17 | 9.99 | 4.34 | 5.55 | -5.38 | 1.14 | 6.89 | 21.1 |
2010 | -1.65 | 4.31 | 8.6 | 3.65 | -6.73 | -6.01 | 5.35 | -5.63 | 10.53 | 3.17 | 2.77 | 6.39 | 25.5 |
2011 | -0.28 | 4.33 | 3.07 | 1.05 | -1.99 | -0.97 | -2.59 | -6.41 | -10.18 | 13.29 | 0.58 | 0.67 | -1.2 |
2012 | 4.08 | 1.64 | 2.06 | -0.44 | -6.1 | 4.05 | -1.45 | 1.19 | 2.99 | -1.76 | -0.09 | 2.87 | 8.9 |
2013 | 5.06 | 1.08 | 5.25 | 0.55 | 3.1 | 0.9 | 5.15 | -4.89 | 4.92 | 3.7 | 4.8 | 1.69 | 35.6 |
2014 | -4.57 | 3.94 | 2.37 | -2.51 | 0.34 | 3.86 | -4.43 | 3.75 | -5.65 | 6.96 | -0.26 | 2.64 | 5.7 |
2015 | -4.06 | 4.44 | 1.42 | -2.8 | -0.34 | 0.83 | -1.98 | -4.73 | -2.34 | 5.98 | 2.82 | -5.68 | -7 |
2016 | -6.78 | 1.29 | 7.18 | 0.37 | 1.48 | -0.15 | 5.63 | 2.15 | -0.14 | -2.99 | 12.81 | 4.01 | 26.3 |
2017 | -0.37 | 1.42 | -0.61 | 0.43 | -4.58 | 3.01 | 0.87 | -1.97 | 7.74 | 1.05 | 3.06 | -1.17 | 8.7 |
2018 | 1.58 | -4.1 | -0.19 | 0.52 | 5.49 | 0.55 | 1.89 | 2.27 | -2.51 | -6.72 | 2.25 | -11.72 | -11.3 |
2019 | 11.53 | 3.13 | -3.03 | 4.22 | -8.03 | 4.48 | 4.22 | -5.3 | 5.52 | 0.84 | 0.48 | 2.69 | 21 |
2020 | 3.28 | 1.58 | 2.7 | 1.46 | 13.72 | -24.19 | -10.13 | -5.3 | -5.18 | 2.36 | 16.84 | 5.94 | -3.6 |
2021 | 1.74 | -0.1 | 5.26 | 15.2 | 2.94 | -1.76 | -2.07 | 1.25 | -0.84 | 4.03 | -2.02 | -5.63 | 17.9 |
2022 | -3.96 | 2.27 | -0.78 | -6.78 | 2.21 | -9.47 | 9.69 | -5.63 | -9.7 | 13.22 | 5.71 | -14.06 | -19.2 |
2023 | 8.47 | -1.75 | -6.92 | -1.99 | -3.01 | 9.06 | 7.39 | -4.03 | -5.31 | -4.29 | 7.22 | 8.79 | 12.1 |
2024 | -3.39 | 5.7 |