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DIAMX: DIAMOND HILL LONG-SHORT FUND DIAMOND HILL LONG-SHORT FUND CLASS A (MUTUAL FUND)
Basic Info 29.22 0.14(0.48%) June 05
| Asset Class: | Long/Short Equity |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 11/30/2000 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 1.54% |
| Expenses | 1.49% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/30/2000 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | -4.4 | 7.4 | 11.0 | 2.5 | 5.4 | 6.0 | 4.7 | 6.3 | 18.8 | 9.9 | 12.1 | -12.8 | 7.2 | -1.3 | 22.7 | -7.3 | 5.6 | 10.3 | -1.7 | 7.2 | 22.9 | 8.5 | 3.0 | -0.3 | 17.9 | -23.7 | 3.1 | 16.9 | 21.5 | 16.9 | 22.9 | -10.4 | 4.4 | 7.9 |
| Sharpe Ratio | NA | -1.51 | 0.67 | 0.91 | 0.0 | 0.28 | NA | NA | 0.35 | 1.54 | 0.88 | 0.92 | -0.9 | 0.49 | -0.06 | 2.13 | -0.75 | 0.88 | 0.86 | -0.16 | 0.92 | 2.98 | 0.88 | 0.18 | -0.04 | 0.92 | -0.82 | 0.0 | 1.5 | 1.96 | 1.78 | 1.94 | -0.59 | 0.09 | 6.49 |
| Draw Down(%) | NA | 7.0 | 7.0 | 8.6 | 23.2 | 31.6 | NA | NA | 40.9 | 8.6 | 4.6 | 9.3 | 17.3 | 12.2 | 31.6 | 5.5 | 15.1 | 4.4 | 8.7 | 9.3 | 7.0 | 3.2 | 8.6 | 14.0 | 12.5 | 22.2 | 36.8 | 4.9 | 7.1 | 7.5 | 4.2 | 12.5 | 33.5 | 30.3 | 3.7 |
| Standard Deviation(%) | NA | 8.3 | 7.2 | 8.5 | 11.8 | 13.5 | NA | NA | 14.4 | 10.4 | 7.2 | 9.3 | 15.9 | 14.8 | 27.2 | 10.0 | 11.6 | 5.7 | 11.6 | 10.6 | 7.8 | 7.7 | 9.6 | 16.5 | 10.4 | 19.3 | 30.0 | 8.6 | 9.0 | 9.8 | 8.9 | 11.5 | 19.7 | 22.5 | 24.2 |
| Treynor Ratio | NA | -0.38 | 0.13 | 0.17 | 0.0 | 0.06 | NA | NA | 0.08 | 0.33 | 0.16 | 0.14 | -0.24 | 0.12 | -0.02 | 0.29 | -0.14 | 0.07 | 0.13 | -0.03 | 0.11 | 0.35 | 0.12 | 0.04 | -0.01 | 0.27 | -0.35 | 0.0 | 0.29 | 0.35 | 0.44 | 0.48 | -0.18 | 0.02 | 2.08 |
| Alpha | NA | -0.07 | -0.01 | 0.0 | -0.02 | -0.02 | NA | NA | 0.0 | 0.03 | -0.01 | -0.02 | -0.01 | -0.03 | -0.05 | 0.0 | -0.02 | -0.03 | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | -0.03 | 0.0 | 0.01 | 0.0 | 0.03 | 0.06 | 0.05 | 0.03 | 0.02 | 0.06 | 0.36 |
| Beta | NA | 0.33 | 0.35 | 0.44 | 0.53 | 0.61 | NA | NA | 0.63 | 0.49 | 0.39 | 0.59 | 0.59 | 0.61 | 0.68 | 0.72 | 0.64 | 0.68 | 0.8 | 0.65 | 0.64 | 0.65 | 0.71 | 0.68 | 0.51 | 0.66 | 0.7 | 0.41 | 0.46 | 0.54 | 0.36 | 0.47 | 0.63 | 0.83 | 0.75 |
| RSquared | NA | 0.31 | 0.37 | 0.61 | 0.6 | 0.68 | NA | NA | 0.72 | 0.78 | 0.47 | 0.7 | 0.79 | 0.31 | 0.74 | 0.81 | 0.89 | 0.63 | 0.82 | 0.92 | 0.86 | 0.88 | 0.9 | 0.91 | 0.8 | 0.87 | 0.91 | 0.59 | 0.26 | 0.33 | 0.2 | 0.48 | 0.69 | 0.64 | 0.67 |
| Yield(%) | N/A | 0.0 | 1.5 | 5.3 | 2.7 | 3.5 | 3.4 | 2.9 | N/A | 1.6 | 9.5 | 4.3 | 0.3 | 0.0 | 0.2 | 7.2 | 4.3 | 2.2 | 3.7 | 0.5 | 0.0 | 0.3 | 0.1 | 0.0 | 0.0 | 0.0 | 1.1 | 4.2 | 4.0 | 1.1 | 0.5 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -82.9 | 2810.3 | -4.6 | 353.8 | N/A | N/A | N/A | -82.9 | 137.3 | 1089.8 | N/A | -100.0 | -97.1 | 47.8 | 103.5 | -35.1 | 660.7 | N/A | -100.0 | 206.2 | N/A | N/A | N/A | -100.0 | -72.6 | 15.3 | 367.1 | 134.4 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/30/2000
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