DCINX vs. DCI

In the year-to-date period, DCINX achieves a 11.19% return, which is significantly higher than DCI's -2.25% return. Over the past 10 years, DCINX has underperformed DCI with an annualized return of 1.62%, while DCI has yielded a comparatively higher 7.36% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Dunham International Stock Fund (DCINX) and Donaldson Company, Inc. (DCI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current DCINX Sharpe Ratio is -0.05, which is higher than the DCI Sharpe Ratio of -0.35. The chart below compares the historical Sharpe Ratios of DCINX and DCI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DCINX's dividend yield for the trailing twelve months is around 2.49%, more than DCI's 1.65% yield.

The maximum DCINX drawdown since its inception was -63.60%, which is greater than DCI's maximum drawdown of -56.90%. Use the drawdown chart below to compare losses from any high point for DCINX and DCI. For additional features, visit the drawdowns tool.

The current volatility for Dunham International Stock Fund (DCINX) is 9.63%, while Donaldson Company, Inc. (DCI) has a volatility of 13.59%. This indicates that DCINX experiences smaller price fluctuations and is considered to be less risky than DCI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.