Dunham Funds Mutual Funds List
Here you can find all mutual funds issued by Dunham Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 1.63%
- Avg. 1 Year Return
- 3.93%
- Avg. 5 Year Return
- 3.08%
- Median Risk/Return Score
- 88 / 100
Dunham Funds Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dunham Floating Rate Bond Fund | Bank Loan | Oct 31, 2013 | 1.29% | 2.02% | 3.95% | 7.38% | 84 | ||||||||
| Dunham Long/Short Credit Fund | Nontraditional Bonds | Dec 9, 2004 | 1.98% | 1.12% | 3.70% | 3.64% | 93 |
Explore top Dunham Funds Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Dunham Funds Mutual funds by Risk/Return Score
The top Dunham Funds Mutual funds by PortfoliosLab Risk/Return Score are DCAIX (93) and DAFRX (84).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Dunham Long/Short Credit Fund | 93 | — | Dec 2004 | |
| Dunham Floating Rate Bond Fund | 84 | — | Oct 2013 |
Best-Performing Dunham Funds Mutual funds Over 5 Years
The top Dunham Funds Mutual funds is DAFRX (5.10%).
Across the lineup, Dunham Funds Mutual funds show an average 1-year return of 3.93% and an average 5-year return of 3.08%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Dunham Floating Rate Bond Fund | 5.10% | — | Oct 2013 | |
| Dunham Long/Short Credit Fund | 1.07% | — | Dec 2004 |
Lowest-Cost Dunham Funds Mutual funds
The top Dunham Funds Mutual funds is DAFRX (1.29%).
With an average expense ratio of 1.63%, Dunham Funds Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Dunham Floating Rate Bond Fund | 1.29% | — | Oct 2013 | |
| Dunham Long/Short Credit Fund | 1.98% | — | Dec 2004 |
Highest-Yield Dunham Funds Mutual funds
The top Dunham Funds Mutual funds is DAFRX (7.38%).
Across the lineup, Dunham Funds Mutual funds show an average dividend yield of 5.51%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Dunham Floating Rate Bond Fund | 7.38% | — | Oct 2013 | |
| Dunham Long/Short Credit Fund | 3.64% | — | Dec 2004 |
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