Dunham Floating Rate Bond Fund (DAFRX) Alternatives
Dunham Floating Rate Bond Fund (DAFRX) belongs to the Bank Loan category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DAFRX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to DAFRX
DAFRX charges 1.29% annually. Among mutual funds in the Bank Loan category, these options have the lowest expense ratios among DAFRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Project and Trade Finance Tender ... | 0.41% | Jan 31, 2017 | DAFRX vs XPTFX | |
| Eaton Vance Floating-Rate Advantage Fund | 0.47% | Mar 16, 2008 | DAFRX vs EIFAX | |
| Shenkman Capital Floating Rate High Income Fund | 0.54% | Oct 14, 2014 | DAFRX vs SFHIX | |
| T. Rowe Price Institutional Floating Rate Fund | 0.57% | Jan 30, 2008 | DAFRX vs RPIFX | |
| Lord Abbett Floating Rate Fund | 0.60% | Dec 30, 2007 | DAFRX vs LFRIX |
Best Risk-Adjusted Alternatives to DAFRX
Among mutual funds in the Bank Loan category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Calamos Aksia Alternative Credit and Income Fund C... | 100 | Jun 8, 2023 | DAFRX vs CAPIX | |
| RiverPark Floating Rate CMBS Fund | 98 | Sep 29, 2016 | DAFRX vs RCRIX | |
| Virtus Seix Floating Rate High Income Fund | 94 | Feb 28, 2006 | DAFRX vs SAMBX | |
| Delaware Floating Rate Fund | 94 | Feb 25, 2010 | DAFRX vs DDFLX | |
| Payden Floating Rate Fund | 94 | Nov 10, 2013 | DAFRX vs PYFRX |
Top Performing DAFRX Alternatives (YTD)
DAFRX alternatives from the Bank Loan category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Calamos Aksia Alternative Credit and Income Fund C... | 1.80% | Jun 8, 2023 | DAFRX vs CAPIX | |
| Victory Floating Rate Fund | 1.46% | Dec 30, 2009 | DAFRX vs RSFYX | |
| Federated Hermes Project and Trade Finance Tender ... | 1.41% | Jan 31, 2017 | DAFRX vs XPTFX | |
| RiverPark Floating Rate CMBS Fund | 0.88% | Sep 29, 2016 | DAFRX vs RCRIX | |
| DWS Floating Rate Fund | 0.51% | Jun 28, 2007 | DAFRX vs DFRTX |
Lowest Volatility Alternatives to DAFRX
DAFRX alternatives from the Bank Loan category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Calamos Aksia Alternative Credit and Income Fund C... | 1.21% | Jun 8, 2023 | DAFRX vs CAPIX | |
| RiverPark Floating Rate CMBS Fund | 1.54% | Sep 29, 2016 | DAFRX vs RCRIX | |
| BNY Mellon Floating Rate Income Fund | 1.99% | Sep 26, 2013 | DAFRX vs DFLYX | |
| Payden Floating Rate Fund | 2.04% | Nov 10, 2013 | DAFRX vs PYFRX | |
| Shenkman Capital Floating Rate High Income Fund | 2.16% | Oct 14, 2014 | DAFRX vs SFHIX |
Lowest Drawdown Alternatives to DAFRX
DAFRX alternatives from the Bank Loan category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Calamos Aksia Alternative Credit and Income Fund C... | -0.37% | Jun 8, 2023 | DAFRX vs CAPIX | |
| Federated Hermes Floating Rate Strat Inc Fund | -1.40% | Dec 2, 2010 | DAFRX vs FFRSX | |
| Pioneer Floating Rate Fund | -1.64% | Feb 13, 2007 | DAFRX vs FLYRX | |
| Delaware Floating Rate Fund | -1.65% | Feb 25, 2010 | DAFRX vs DDFLX | |
| BNY Mellon Floating Rate Income Fund | -1.73% | Sep 26, 2013 | DAFRX vs DFLYX |
Other Mutual Funds from Dunham Funds
Most popular Dunham Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Dunham Long/Short Credit Fund | Nontraditional Bonds | 86 | 0.24% | Dec 9, 2004 | DAFRX vs DCAIX |
Often Compared With DAFRX
What investors most often compare with DAFRX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | DAFRX vs VOO | |
| Pacific Funds Floating Rate Income | Bank Loan | 93 | -1.34% | Jun 29, 2011 | DAFRX vs PLFRX |
Compare DAFRX with Any Fund or Stock
Compare DAFRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.