UK markets closed

Dunham Small Cap Value A (DASVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
15.36+0.04 (+0.26%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★
Number of years up10
Number of years down6
Best 1-yr total return (2 Jul 2024)35.66%
Worst 1-yr total return (2 Jul 2024)N/A

Risk statistics

3 years
DASVXCategory average
5 years
DASVXCategory average
10 years
DASVXCategory average
Alpha
-6.46-0.12
-7.81-0.08
-6.37-0.07
BETA
10.01
1.120.01
1.10.01
Mean annual return
0.390.01
0.80.01
0.680.01
R-squared
68.250.78
70.730.72
68.690.73
Standard deviation
21.50.28
24.090.23
20.270.2
Sharpe ratio
0.060
0.30.01
0.320.01
Treynor ratio
-0.960.06
4.020.09
4.180.08