Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DHMCX (DIAMOND HILL SMALL-MID CAP FUND DIAMOND HILL SMALL-MID CAP FUND CLASS C) | NA | 47.61% | 6.63% | 7.68% | 8.59% | 7.45% | NA | … | … |
Data as of 04/29/2021, Common starting date is 01/06/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DHMCX (DIAMOND HILL SMALL-MID CAP FUND DIAMOND HILL SMALL-MID CAP FUND CLASS C) | 01/06/2006 | 04/29/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 47.61 | 6.63 | 7.68 | 8.59 | 7.45 | NA | … | … | 10.13 | 0.29 | 26.40 | -13.46 | 7.49 | 16.98 | 0.24 | 6.33 | 40.21 | 14.58 | -4.89 | 22.14 | 39.86 | -30.56 | -1.64 | 6.32 |
| Sharpe Ratio | NA | 1.85 | 0.20 | 0.31 | 0.42 | NA | NA | … | … | 2.73 | 0.00 | 1.86 | -1.06 | 0.80 | 1.07 | 0.02 | 0.56 | 3.49 | 1.03 | -0.20 | 1.22 | 1.14 | -0.70 | -0.31 | 0.25 |
| Standard Deviation(%) | NA | 25.74 | 27.14 | 22.26 | 19.62 | NA | NA | … | … | 12.82 | 42.93 | 13.38 | 14.04 | 8.56 | 15.71 | 14.07 | 11.33 | 11.52 | 14.23 | 25.19 | 18.00 | 35.01 | 45.04 | 15.64 | 12.07 |
| Draw Down(%) | NA | 15.08 | 45.59 | 45.59 | 45.59 | NA | NA | … | … | 5.29 | 45.59 | 8.56 | 21.40 | 4.78 | 10.79 | 9.50 | 11.50 | 4.61 | 13.58 | 24.60 | 14.44 | 35.99 | 51.86 | 13.32 | 11.03 |
| Yield(%) | 0.00 | 0.06 | 2.88 | 3.11 | 3.82 | 3.41 | 2.67 | … | … | 0.00 | 0.04 | 5.56 | 3.93 | 3.39 | 2.12 | 1.12 | 3.85 | 5.90 | 3.30 | 2.62 | 0.04 | 0.00 | 0.70 | 2.56 | 0.58 |
Data as of 04/29/2021, Common starting date is 01/06/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHMCX (DIAMOND HILL SMALL-MID CAP FUND DIAMOND HILL SMALL-MID CAP FUND CLASS C) |
-18.16%
Feb 2006 – Feb 2009 |
-3.22%
Mar 2015 – Mar 2020 |
5.11%
Mar 2010 – Mar 2020 |
7.55%
Mar 2006 – Mar 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHMCX (DIAMOND HILL SMALL-MID CAP FUND DIAMOND HILL SMALL-MID CAP FUND CLASS C) |
33.11%
Feb 2009 – Feb 2012 |
27.85%
Feb 2009 – Feb 2014 |
16.40%
Feb 2009 – Feb 2019 |
7.69%
Feb 2006 – Feb 2021 |
Annualized Rolling Returns Comparison Chart