Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DHFT (Diamond Hill Financial Trends Fund Inc) | NA | 26.09% | 14.99% | 3.79% | 6.23% | 4.64% | 10.49% | … | … |
Data as of 03/21/2013, Common starting date is 03/27/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DHFT (Diamond Hill Financial Trends Fund Inc) | 03/27/1990 | 03/21/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 26.09 | 14.99 | 3.79 | 6.23 | 4.64 | 10.49 | … | … | 12.67 | 47.49 | -15.33 | 25.75 | 29.60 | -51.53 | -14.56 | 21.12 | 0.06 | 1.85 | 55.88 | -0.25 | 15.23 | 6.90 | -4.85 | -8.33 | 85.52 | 19.09 | 43.11 | 7.87 | 35.11 | 85.92 | 46.26 | -39.09 |
| Sharpe Ratio | NA | 1.25 | 0.61 | 0.09 | 0.15 | NA | NA | … | … | 3.07 | 2.39 | -0.54 | 1.09 | 0.46 | -0.85 | -0.96 | 1.42 | -0.14 | 0.04 | 2.27 | -0.05 | 0.52 | 0.08 | -0.28 | -0.28 | 2.56 | 0.59 | 1.52 | 0.16 | 1.03 | 1.93 | 0.62 | -0.83 |
| Standard Deviation(%) | NA | 20.84 | 24.59 | 43.64 | 33.92 | NA | NA | … | … | 23.71 | 20.05 | 28.71 | 23.53 | 64.08 | 61.72 | 18.43 | 12.54 | 15.96 | 20.58 | 24.35 | 27.96 | 25.10 | 34.41 | 29.75 | 42.63 | 31.86 | 26.14 | 25.77 | 30.12 | 31.69 | 42.84 | 67.61 | 64.00 |
| Draw Down(%) | NA | 13.69 | 30.38 | 77.60 | 82.34 | NA | NA | … | … | 7.96 | 13.69 | 30.38 | 17.90 | 59.50 | 64.54 | 19.09 | 6.46 | 13.78 | 24.84 | 10.29 | 25.69 | 23.08 | 24.01 | 28.19 | 46.42 | 18.51 | 20.70 | 9.63 | 24.75 | 14.94 | 15.35 | 11.62 | 50.00 |
| Yield(%) | 0.00 | 6.96 | 3.21 | 2.58 | 6.49 | 5.40 | 7.54 | … | … | 0.00 | 8.77 | 0.35 | 1.09 | 5.05 | 3.10 | 13.01 | 6.87 | 4.80 | 6.96 | 5.88 | 5.68 | 19.14 | 17.70 | 12.76 | 9.36 | 0.32 | 0.00 | 0.07 | 0.07 | 0.09 | 0.00 | 0.00 | 0.00 |
Data as of 03/21/2013, Common starting date is 03/27/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHFT (Diamond Hill Financial Trends Fund Inc) |
-33.32%
Feb 2006 – Feb 2009 |
-18.52%
Feb 2004 – Feb 2009 |
-3.38%
Feb 1999 – Feb 2009 |
3.75%
Dec 1997 – Dec 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHFT (Diamond Hill Financial Trends Fund Inc) |
64.04%
Oct 1990 – Oct 1993 |
44.32%
Oct 1990 – Oct 1995 |
28.24%
Jan 1991 – Jan 2001 |
23.22%
Oct 1990 – Oct 2005 |
Annualized Rolling Returns Comparison Chart