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ISIN
US2654586617
Issuer
Dunham
Inception Date
Dec 9, 2004
Min. Investment
$5,000
Distribution Policy
Distributing
Asset Class
Multi-Asset
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

DCEMX Performance Chart

Dunham Emerging Markets Stock Fund (DCEMX) is up 34.2% since the beginning of the year. DCEMX is currently trading at $21 per share. Investors who bought $1,000 worth of DCEMX shares 5 years ago would now be looking at an investment worth $1,315.


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S&P 500 Index

Returns By Period

Dunham Emerging Markets Stock Fund (DCEMX) has returned 34.17% so far this year and 59.50% over the past 12 months. Over the last ten years, DCEMX has returned 8.36% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


Dunham Emerging Markets Stock Fund

1D
3.83%
1M
6.26%
YTD
34.17%
6M
36.54%
1Y
59.50%
3Y*
21.27%
5Y*
5.63%
10Y*
8.36%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DCEMX Monthly Returns History

Based on dividend-adjusted daily data since Dec 10, 2004, DCEMX's average daily return is +0.03%, while the average monthly return is +0.58%. At this rate, an investment would double in approximately 10.0 years.

Historically, 57% of months were positive and 43% were negative. The best month was May 2009 with a return of +26.4%, while the worst month was Oct 2008 at -25.8%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 6 months.

On a daily basis, DCEMX closed higher 52% of trading days. The best single day was Oct 30, 2008 with a return of +8.8%, while the worst single day was Dec 27, 2005 at -15.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20269.38%6.87%-9.89%15.18%7.09%3.26%34.17%
2025-0.08%-0.24%1.87%0.56%3.57%6.13%0.43%2.01%6.91%4.55%-3.22%3.63%28.90%
2024-3.14%4.74%1.51%-0.50%1.91%5.04%-1.86%0.79%2.74%-3.89%-2.14%0.00%4.84%
202310.00%-7.86%2.84%-2.68%-1.15%4.31%3.45%-5.50%-3.79%-2.84%8.01%2.83%6.16%
2022-1.82%-5.28%-4.93%-6.40%1.30%-4.82%-1.52%-1.03%-11.27%-3.71%15.82%-2.80%-25.20%
20212.91%1.44%-2.79%1.12%-0.44%0.22%-5.24%1.70%-3.64%2.40%-5.04%0.25%-7.30%

Benchmark Metrics

Dunham Emerging Markets Stock Fund has an annualized alpha of -1.53%, beta of 0.78, and R2 of 0.55 versus S&P 500 Index. Calculated based on daily prices since December 10, 2004.

  • This fund participated in 107.60% of S&P 500 Index downside but only 88.30% of its upside - more exposed to losses than it benefited from rallies.

Alpha
-1.53%
Beta
0.78
0.55
Upside Capture
88.30%
Downside Capture
107.60%

Expense Ratio

DCEMX has a high expense ratio of 2.03%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

DCEMX ranks 81 for risk / return — in the top 81% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


DCEMX Risk / Return Rank: 8181
Overall Rank
DCEMX Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
DCEMX Sortino Ratio Rank: 6868
Sortino Ratio Rank
DCEMX Omega Ratio Rank: 7878
Omega Ratio Rank
DCEMX Calmar Ratio Rank: 8989
Calmar Ratio Rank
DCEMX Martin Ratio Rank: 8787
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Dunham Emerging Markets Stock Fund (DCEMX) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


DCEMXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.51

Sortino ratioReturn per unit of downside risk

+0.37

Omega ratioGain probability vs. loss probability

1.46

1.37

+0.10

Calmar ratioReturn relative to maximum drawdown

4.28

2.78

+1.50

Martin ratioReturn relative to average drawdown

15.26

12.44

+2.82

Dividends

Dividend History

Dunham Emerging Markets Stock Fund provided a 1.61% dividend yield over the last twelve months, with an annual payout of $0.34 per share.


0.00%2.00%4.00%6.00%8.00%10.00%$0.00$0.50$1.00$1.502016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019201820172016
Dividend$0.34$0.34$0.00$0.01$0.00$1.40$0.00$0.04$0.12$0.06$0.14

Dividend yield

1.61%2.17%0.00%0.12%0.00%9.47%0.00%0.26%1.00%0.38%1.27%

Monthly Dividends

The table displays the monthly dividend distributions for Dunham Emerging Markets Stock Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.34$0.34
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.01$0.01
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.40$1.40

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Dunham Emerging Markets Stock Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Dunham Emerging Markets Stock Fund was 70.65%, occurring on Nov 20, 2008. Recovery took 3053 trading sessions.

The current Dunham Emerging Markets Stock Fund drawdown is 0.57%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-70.65%Nov 2008
1y 20d12y 1mo
13y 2moNov 2007 - Jan 2021
Bear market2022
-45.88%Oct 2022
1y 8mo3y 3mo
4y 11moFeb 2021 - Feb 2026
2006 bear market2006
-20.05%Jun 2006
1mo 3d5mo 5d
6mo 8dMay 2006 - Nov 2006
2007 correction2007
-19.94%Aug 2007
23d2mo 11d
3mo 4dJul 2007 - Oct 2007
2005 correction2005
-15.68%Dec 2005
0s3mo 8d
3mo 8dDec 2005 - Apr 2006

Drawdown Indicators


DCEMXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-70.65%

-56.78%

-13.87%

Max Drawdown (1Y)

Largest decline over 1 year

-13.89%

-9.10%

-4.79%

Max Drawdown (3Y)

Largest decline over 3 years

-16.83%

-18.90%

+2.07%

Max Drawdown (5Y)

Largest decline over 5 years

-40.74%

-25.43%

-15.31%

Max Drawdown (10Y)

Largest decline over 10 years

-45.88%

-33.92%

-11.96%

Current Drawdown

Current decline from peak

-0.57%

-1.80%

+1.23%

Average Drawdown

Average peak-to-trough decline

-26.09%

-10.71%

-15.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.89%

2.03%

+1.86%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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