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DHFCX: DIAMOND HILL LONG-SHORT FUND DIAMOND HILL LONG-SHORT FUND CLASS C (MUTUAL FUND)
Basic Info
| Asset Class: | Long/Short Equity |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/09/2001 |
| Last Dividend Date: | 12/14/2020 |
| 12-Mo. Yield | 1.08% |
| Expenses | 2.61% |
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Performance Analytics (As of 04/28/2021)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/09/2001 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 24.5 | 5.2 | 5.2 | 5.6 | 3.9 | 4.9 | 5.0 | 2.9 | -1.3 | 21.8 | -8.0 | 4.8 | 9.5 | -2.4 | 6.4 | 22.0 | 7.7 | 2.3 | -0.9 | 17.0 | -24.3 | 2.4 | 16.0 | 20.6 | 16.0 | 21.9 | -11.1 | -8.3 |
| Sharpe Ratio | NA | 1.53 | 0.24 | 0.3 | 0.4 | NA | NA | 0.27 | 0.99 | -0.06 | 2.04 | -0.8 | 0.74 | 0.79 | -0.23 | 0.82 | 2.87 | 0.8 | 0.14 | -0.09 | 0.87 | -0.84 | -0.07 | 1.42 | 1.89 | 1.68 | 1.85 | -0.62 | -0.53 |
| Draw Down(%) | NA | 8.4 | 31.7 | 31.7 | 31.7 | NA | NA | 41.3 | 5.7 | 31.7 | 5.5 | 15.3 | 4.7 | 8.8 | 9.5 | 7.1 | 3.3 | 8.7 | 14.3 | 12.6 | 22.2 | 37.1 | 5.0 | 7.1 | 7.6 | 4.2 | 12.6 | 34.1 | 30.6 |
| Standard Deviation(%) | NA | 16.0 | 17.8 | 14.8 | 13.2 | NA | NA | 14.9 | 9.6 | 27.0 | 10.0 | 11.6 | 5.7 | 11.6 | 10.6 | 7.8 | 7.7 | 9.6 | 16.5 | 10.4 | 19.5 | 30.0 | 8.5 | 9.0 | 9.8 | 9.0 | 11.4 | 19.9 | 23.4 |
| Treynor Ratio | NA | 0.38 | 0.06 | 0.07 | 0.08 | NA | NA | 0.06 | 0.32 | -0.02 | 0.28 | -0.15 | 0.06 | 0.11 | -0.04 | 0.1 | 0.34 | 0.11 | 0.03 | -0.02 | 0.25 | -0.36 | -0.02 | 0.28 | 0.34 | 0.42 | 0.45 | -0.19 | -0.14 |
| Alpha | NA | -0.01 | -0.03 | -0.02 | -0.02 | NA | NA | 0.0 | -0.01 | -0.05 | 0.0 | -0.02 | -0.03 | 0.0 | -0.01 | -0.01 | 0.01 | -0.01 | 0.0 | -0.03 | 0.0 | 0.01 | -0.01 | 0.03 | 0.06 | 0.04 | 0.03 | 0.01 | -0.01 |
| Beta | NA | 0.64 | 0.69 | 0.69 | 0.69 | NA | NA | 0.66 | 0.3 | 0.71 | 0.72 | 0.64 | 0.68 | 0.8 | 0.65 | 0.64 | 0.65 | 0.71 | 0.67 | 0.51 | 0.67 | 0.7 | 0.41 | 0.45 | 0.55 | 0.36 | 0.47 | 0.64 | 0.9 |
| RSquared | NA | 0.52 | 0.79 | 0.79 | 0.83 | NA | NA | 0.76 | 0.22 | 0.82 | 0.81 | 0.89 | 0.63 | 0.82 | 0.91 | 0.86 | 0.88 | 0.89 | 0.91 | 0.79 | 0.87 | 0.92 | 0.59 | 0.26 | 0.33 | 0.2 | 0.48 | 0.7 | 0.7 |
| Yield(%) | N/A | 1.1 | 4.1 | 3.8 | 2.6 | 2.2 | 2.4 | N/A | 0.0 | 0.9 | 7.3 | 4.5 | 2.4 | 4.0 | 0.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 | 0.0 | 0.5 | 3.7 | 3.6 | 0.5 | 0.5 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -86.4 | 81.0 | 3606.0 | 184.7 | N/A | N/A | N/A | -100.0 | -86.4 | 41.8 | 90.2 | -35.1 | 660.7 | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | -86.5 | 14.4 | 755.9 | 11.5 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/09/2001
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