Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/21/2020.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BANCX (DIAMOND HILL FINANCIAL LONG-SHORT FUND DIAMOND HILL FINANCIAL LONG-SHORT FUND CLASS A) | NA | -46.18% | -17.85% | -8.85% | 0.21% | -1.01% | 4.36% | 2.66% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BANCX (DIAMOND HILL FINANCIAL LONG-SHORT FUND DIAMOND HILL FINANCIAL LONG-SHORT FUND CLASS A) | 02/19/1998 | 04/21/2020 |
The return data shown below all have the same latest date: 04/21/2020.
AR inception is since 02/19/1998.
AR inception is since 02/19/1998.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -45.07 | -46.18 | -17.85 | -8.85 | 0.21 | -1.01 | 4.36 | 2.66 | 0.00 | 11.11 | -17.86 | 11.58 | 18.74 | -4.67 | 8.16 | 36.93 | 26.61 | -13.39 | 16.78 | 27.90 | -46.35 | -17.05 | 16.35 | 0.26 | 16.67 | 41.85 | 11.54 | 23.91 | 13.19 | -3.71 | -10.36 |
| Sharpe Ratio | NA | -0.61 | -0.08 | 0.14 | 0.37 | NA | NA | 0.19 | 0.00 | 0.98 | -1.31 | 1.14 | 0.93 | -0.32 | 0.77 | 3.32 | 1.73 | -0.46 | 0.83 | 0.51 | -0.78 | -1.16 | 1.64 | -0.19 | 1.83 | 3.17 | 0.52 | 2.02 | 0.80 | -0.62 | -1.00 |
| Standard Deviation(%) | NA | 5.70 | 11.12 | 13.87 | 16.41 | NA | NA | 22.31 | NA | 9.90 | 14.66 | 9.66 | 19.80 | 14.57 | 10.64 | 11.12 | 15.47 | 29.28 | 20.20 | 54.11 | 60.35 | 17.31 | 8.00 | 10.17 | 8.58 | 12.99 | 20.15 | 10.86 | 11.47 | 11.14 | 15.13 |
| Draw Down(%) | NA | 7.57 | 25.40 | 26.04 | 28.99 | NA | NA | 77.53 | 0.00 | 7.57 | 25.40 | 6.67 | 19.50 | 11.70 | 7.24 | 4.20 | 14.30 | 28.99 | 16.46 | 49.94 | 61.08 | 21.60 | 3.98 | 8.35 | 6.10 | 8.98 | 18.59 | 11.05 | 14.47 | 13.45 | 32.94 |
| Yield(%) | 0.00 | 0.00 | 0.16 | 0.18 | 0.23 | 1.23 | 4.88 | 3.42 | 0.00 | 0.00 | 0.43 | 0.00 | 0.00 | 0.38 | 0.00 | 0.00 | 0.61 | 0.31 | 0.00 | 1.71 | 2.65 | 5.53 | 3.20 | 3.52 | 9.98 | 9.91 | 16.03 | 0.00 | 0.00 | 0.63 | 5.25 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BANCX (DIAMOND HILL FINANCIAL LONG-SHORT FUND DIAMOND HILL FINANCIAL LONG-SHORT FUND CLASS A) |
-31.45%
Feb 2006 - Feb 2009 |
-17.97%
Feb 2004 - Feb 2009 |
-1.98%
Feb 1999 - Feb 2009 |
2.52%
Dec 2004 - Dec 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BANCX (DIAMOND HILL FINANCIAL LONG-SHORT FUND DIAMOND HILL FINANCIAL LONG-SHORT FUND CLASS A) |
32.22%
Feb 2009 - Feb 2012 |
28.17%
Feb 2009 - Feb 2014 |
16.27%
Feb 2009 - Feb 2019 |
9.37%
Jun 2000 - Jun 2015 |
Annualized Rolling Returns Comparison Chart