UK markets closed

Dunham Small Cap Value C (DCSVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
12.71+0.10 (+0.79%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.84%
5-year average return7.59%
Number of years up11
Number of years down8
Best 1-yr total return (30 May 2024)34.68%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return34.68%
Worst 3-yr total return0.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDCSVXCategory
YTD-3.21%26.79%
1-month-7.01%-1.77%
3-month0.25%4.45%
1-year14.11%71.02%
3-year0.88%9.35%
5-year4.74%12.17%
10-year5.48%9.95%
Last bull market25.35%28.07%
Last bear market-13.91%-24.24%

Annual total return (%) history

Year
DCSVXCategory
2024
N/AN/A
2023
14.22%N/A
2022
-12.85%N/A
2021
31.05%N/A
2020
-3.68%4.02%
2019
20.13%21.43%
2018
-12.05%-15.46%
2017
7.95%8.54%
2016
25.31%25.99%
2015
-7.61%-6.71%
2014
4.70%3.34%
2013
34.68%36.22%
2012
7.94%16.00%
2011
-1.95%-4.45%
2010
24.48%26.17%
2009
20.23%31.32%
2008
-34.57%-32.24%
2007
-5.58%-6.08%
2006
18.70%16.27%
2005
-5.85%6.40%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.09%N/AN/AN/A
2023-0.98%3.41%-2.60%14.53%
2022-2.73%-13.91%-6.70%11.56%
202119.69%3.78%-1.82%7.46%
2020-35.61%18.19%0.10%26.44%
201911.28%1.42%2.48%3.87%
2018-3.04%6.41%1.44%-15.97%
20170.27%-1.48%6.30%2.80%
20160.99%1.46%7.61%13.65%
20151.53%-2.59%-9.01%2.66%
20141.29%1.41%-6.69%9.23%
201311.59%4.45%4.66%10.41%
20127.94%-2.94%2.56%0.46%
20117.01%-2.00%-18.29%14.43%
201011.27%-9.37%9.62%12.61%
2009-17.90%18.62%20.93%2.10%
2008-8.95%-0.84%0.84%-28.14%
20073.84%3.69%-3.64%-9.00%
20067.89%-1.29%0.57%10.82%
2005-6.65%-2.21%3.51%-0.37%

Rank in category (by total return)

YTD75
1-month91
3-month79
1-year61
3-year75
5-year94

Load adjusted returns

1-year14.11%
3-year0.88%
5-year4.74%
10-year5.48%