Dunham Large 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 | -0.53 | 3.66 | -1.47 | -2.19 | 3.4 | 1.21 | 4.96 | -0.98 | 0.66 | -2.37 | 3.1 | -6.57 | 2.3 |
| 2006 | 2.78 | 0 | 0.85 | 1.76 | -2.72 | 0.25 | 0.42 | 0.59 | 1.17 | 2.89 | 2.73 | 1.83 | 13.2 |
| 2007 | 0.9 | -1.13 | 0.82 | 3.98 | 4.61 | -0.97 | -4.3 | 1.34 | 2.95 | 0.45 | -3.61 | -0.9 | 3.8 |
| 2008 | -4.63 | -2.64 | -0.88 | 5.12 | 1.01 | -8.57 | -1 | 0.74 | -10.22 | -17.78 | -4.82 | 0.84 | -36.9 |
| 2009 | -11.2 | -11 | 10.05 | 9.58 | 6.28 | -0.51 | 7.36 | 3.37 | 3.03 | -1.69 | 5.98 | 1.31 | 21.6 |
| 2010 | -1.94 | 2.09 | 5.7 | 1.32 | -7.73 | -6.09 | 6.72 | -4.45 | 9.09 | 3.75 | 0.2 | 7.15 | 15.1 |
| 2011 | 2.92 | 2.92 | 0.18 | 3.19 | -1.72 | -1.57 | -3.29 | -5.79 | -7.41 | 11.58 | -1.79 | -0.29 | -2.4 |
| 2012 | 5.32 | 4.14 | 2.47 | -1.64 | -6.22 | 4.3 | 2.15 | 2.1 | 2.75 | -1.92 | -0.68 | 1.62 | 14.7 |
| 2013 | 5.72 | 0.4 | 3.05 | 1.64 | 3.3 | -0.97 | 4.28 | -2.23 | 2.94 | 4 | 2.54 | 2.53 | 30.5 |
| 2014 | -4.43 | 4.43 | 2.05 | 1.04 | 2.12 | 2.89 | -1.41 | 2.54 | -2.42 | 0.43 | 1.91 | -0.25 | 8.9 |
| 2015 | -5.07 | 6.5 | -1.57 | 2.09 | 0.78 | -2.33 | 1.16 | -6.28 | -2.06 | 7.44 | 0.18 | -3.41 | -3.5 |
| 2016 | -5.7 | -0.27 | 6.51 | 1.02 | 1.43 | 0.08 | 2.57 | 0.24 | -0.24 | -1.37 | 4.91 | 2.31 | 11.5 |
| 2017 | 0.78 | 3.54 | -0.82 | -0.45 | -0.9 | 1.67 | 1.64 | -0.07 | 2.72 | 1.36 | 3.6 | 1.35 | 15.3 |
| 2018 | 4.52 | -4.85 | -1.65 | 0 | 0.63 | -1.04 | 4.01 | 1.28 | 0.27 | -5.59 | 3.6 | -9.41 | -8.9 |
| 2019 | 7.38 | 3.03 | 0.43 | 3.86 | -5.78 | 5.77 | 1.79 | -2.71 | 3.07 | 1.15 | 3.34 | -0.65 | 21.9 |
| 2020 | 4.47 | 3.63 | -0.08 | 2.45 | 10.37 | -14.66 | -10.16 | -2.6 | -3.04 | -1.16 | 11.34 | 4.07 | 1.4 |
| 2021 | -0.51 | -0.85 | 13.87 | 3.43 | 2.32 | -1.13 | 1.26 | 1.83 | -2.7 | 6.64 | -3.83 | -0.16 | 20.7 |
| 2022 | -1.75 | -0.97 | 2.02 | -6.59 | 1.95 | -8.89 | 5.93 | -2.39 | -7.94 | 9.6 | 6.57 | -6.72 | -10.7 |
| 2023 | 4.05 | -3.26 | -1.12 | 2.21 | -3.22 | 6.23 | 2.73 | -3.27 | -4.01 | -3.16 | 7.39 | 0.11 | 3.9 |
| 2024 | 1.03 | 3.97 | 5.35 | -3.37 | 10.1 |