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Dunham Dynamic Macro N (DNAVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.02+0.04 (+0.33%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.75%
5-year average return4.86%
Number of years up8
Number of years down5
Best 1-yr total return (2 May 2024)18.69%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return18.69%
Worst 3-yr total return-1.52%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDNAVXCategory
YTD6.39%9.69%
1-month-1.48%0.97%
3-month3.99%5.21%
1-year20.39%27.45%
3-year4.91%8.85%
5-year4.74%8.56%
10-year3.01%5.61%
Last bull market16.43%10.63%
Last bear market-10.58%-12.05%

Annual total return (%) history

Year
DNAVXCategory
2024
N/AN/A
2023
18.69%N/A
2022
-14.02%N/A
2021
9.29%N/A
2020
1.63%9.83%
2019
13.99%14.61%
2018
-8.45%-7.70%
2017
8.09%12.63%
2016
-2.29%5.99%
2015
-1.13%-5.93%
2014
3.71%2.41%
2013
0.06%8.62%
2012
5.14%9.45%
2011
-1.96%-3.36%
2010
N/A10.53%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.99%N/AN/AN/A
20233.16%8.60%-0.27%6.24%
2022-3.94%-10.58%-3.16%3.37%
2021-0.10%5.37%0.73%3.07%
2020-12.37%7.50%4.21%3.53%
20197.27%1.44%0.51%4.23%
2018-3.54%1.43%1.31%-7.64%
20172.66%2.38%1.01%1.80%
2016-2.49%0.96%0.95%-1.67%
20153.80%0.10%-6.92%2.23%
20140.84%1.36%-1.35%2.85%
20133.33%-2.57%-0.51%-0.10%
20125.32%-3.02%2.42%0.51%
20110.50%-0.30%-7.12%5.35%
20102.33%0.80%N/AN/A

Rank in category (by total return)

YTD8
1-month11
3-month18
1-year7
3-year9
5-year46

Load adjusted returns

1-year20.39%
3-year4.91%
5-year4.74%
10-year3.01%