Dunham Small Cap Value Fund
Monthly Returns (%)Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2004 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
2005 | -3.51 | -0.32 | -2.94 | -7.45 | 4.07 | 1.53 | 7.36 | -2.42 | -1.2 | -3.8 | 5.38 | -7.97 | -11.8 |
2006 | 6.5 | -1.95 | 3.32 | -0.64 | -3.15 | 2.59 | -3.34 | 2.69 | 1.31 | 4.69 | 4.95 | 0.8 | 18.6 |
2007 | 1.57 | 0.34 | 1.88 | 1.76 | 3.22 | -1.28 | -7.37 | 2.8 | 1.19 | -0.17 | -6.73 | -2.34 | -5.7 |
2008 | -5.62 | -1.92 | -1.65 | 6.28 | 2.85 | -9.28 | 1.9 | 4.66 | -5.44 | -23.43 | -11.2 | 5.69 | -34.6 |
2009 | -13.39 | -13.45 | 9.51 | 15.43 | 1.84 | 0.9 | 10.01 | 4.35 | 5.34 | -5.44 | 1.05 | 6.85 | 20.2 |
2010 | -1.7 | 4.32 | 8.51 | 3.49 | -6.84 | -5.99 | 5.29 | -5.71 | 10.41 | 3.07 | 2.77 | 6.31 | 24.5 |
2011 | -0.39 | 4.3 | 3 | 1 | -2.07 | -0.92 | -2.6 | -6.58 | -10.2 | 13.18 | 0.5 | 0.6 | -2 |
2012 | 4.07 | 1.53 | 2.16 | -0.55 | -6.11 | 3.94 | -1.52 | 1.06 | 3.05 | -2.13 | -0.19 | 2.84 | 7.9 |
2013 | 5.06 | 0.96 | 5.2 | 0.41 | 3.04 | 0.96 | 4.97 | -4.96 | 4.9 | 3.62 | 4.8 | 1.66 | 34.7 |
2014 | -4.72 | 3.83 | 2.39 | -2.61 | 0.29 | 3.84 | -4.53 | 3.65 | -5.7 | 6.95 | -0.35 | 2.55 | 4.8 |
2015 | -4.09 | 4.34 | 1.46 | -2.88 | -0.44 | 0.74 | -1.99 | -4.82 | -2.45 | 6.01 | 2.76 | -5.72 | -7.6 |
2016 | -6.9 | 1.23 | 7.14 | 0.33 | 1.38 | -0.24 | 5.61 | 2.12 | -0.22 | -3.05 | 12.67 | 4.01 | 25.3 |
2017 | -0.41 | 1.36 | -0.67 | 0.34 | -4.64 | 2.96 | 0.75 | -1.97 | 7.63 | 0.97 | 3 | -1.17 | 7.9 |
2018 | 1.48 | -4.18 | -0.29 | 0.51 | 5.44 | 0.41 | 1.92 | 2.15 | -2.57 | -6.75 | 2.17 | -11.8 | -12 |
2019 | 11.46 | 3.01 | -3.08 | 4.19 | -8.04 | 4.37 | 4.1 | -5.31 | 5.44 | 0.81 | 0.4 | 2.63 | 20.1 |
2020 | 3.31 | 1.53 | 2.51 | 1.48 | 13.61 | -24.27 | -10.16 | -5.35 | -4.77 | 2.35 | 16.71 | 5.85 | -3.9 |
2021 | 1.69 | -1.79 | 19.85 | 2.76 | 2.82 | -1.79 | -2.14 | 1.26 | -0.92 | 3.9 | -2.04 | -7.28 | 15.1 |
2022 | -4 | 2.19 | -0.86 | -6.85 | 2.17 | -9.55 | 9.63 | -5.65 | -9.8 | 13.2 | 5.63 | -15.54 | -21.1 |
2023 | 8.36 | -1.8 | -6.93 | -2.15 | -3.03 | 8.99 | 7.38 | -4.12 | -5.4 | -4.37 | 7.18 | 8.52 | 10.9 |
2024 | -3.45 | 5.2 |