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DIAMX: Diamond Hill Long-Short A (MUTUAL FUND)
Basic Info 25.74 0.2(0.77%) February 03
| Asset Class: | Long/Short Equity |
| MyPlanIQ Rating: | (90%) |
| Start Date: | 12/01/2000 |
| Last Dividend Date: | 12/29/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.40% |
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Performance Analytics (As of 02/03/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.4 | 6.7 | 0.7 | -1.5 | 0.7 | 4.0 | 3.1 | 5.6 | -4.6 | 7.2 | -24.7 | 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 |
| SR | NA | 10.09 | -0.06 | -0.09 | -0.01 | 0.22 | NA | 0.3 | -0.38 | 0.49 | -0.64 | 2.14 | -0.75 | 0.88 | 0.86 | -0.16 | 0.92 | 2.98 | 0.88 | 0.18 | -0.04 | 0.92 | -0.82 | 0.01 | 1.52 | 1.97 | 1.79 | 1.94 | -0.58 | 0.09 | 6.49 |
| DD(%) | NA | 1.0 | 16.4 | 30.4 | 31.6 | 31.6 | NA | 40.9 | 17.0 | 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 |
| SD(%) | NA | 10.0 | 15.8 | 24.9 | 20.5 | 15.8 | NA | 16.0 | 15.8 | 14.8 | 38.7 | 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 |
| TR | NA | 1.91 | -0.02 | -0.03 | 0.0 | 0.05 | NA | 0.07 | -0.1 | 0.12 | -0.34 | 0.3 | -0.14 | 0.07 | 0.12 | -0.03 | 0.11 | 0.35 | 0.12 | 0.04 | -0.01 | 0.27 | -0.35 | 0.0 | 0.3 | 0.36 | 0.45 | 0.48 | -0.18 | 0.03 | 2.07 |
| Alpha(%) | NA | 0.1 | 0.01 | -0.03 | -0.02 | -0.02 | NA | 0.0 | 0.02 | -0.03 | -0.15 | 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 | 0.53 | 0.59 | 0.66 | 0.66 | 0.67 | NA | 0.65 | 0.58 | 0.61 | 0.72 | 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 | 0.76 |
| RS | NA | 0.78 | 0.79 | 0.51 | 0.55 | 0.6 | NA | 0.68 | 0.78 | 0.31 | 0.47 | 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 | 0.69 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/01/2000
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