Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DHEAX (DIAMOND HILL SHORT DURATION TOTAL RETURN FUND DIAMOND HILL SHORT DURATION TOTAL RETURN FUND CLASS A) | 1.21% | 4.45% | 7.44% | 4.23% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/06/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DHEAX (DIAMOND HILL SHORT DURATION TOTAL RETURN FUND DIAMOND HILL SHORT DURATION TOTAL RETURN FUND CLASS A) | 07/06/2016 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.45 | 7.44 | 4.23 | NA | NA | NA | … | … | 1.21 | 6.22 | 9.15 | 8.38 | -3.57 | 2.40 | 2.87 | 4.44 | 2.58 | 3.97 | 1.19 |
| Sharpe Ratio | NA | 1.66 | 3.21 | 1.15 | NA | NA | NA | … | … | 0.38 | 2.75 | 4.34 | 2.54 | -2.79 | 2.93 | 0.45 | 2.85 | 1.28 | 3.88 | 1.96 |
| Standard Deviation(%) | NA | 1.20 | 1.32 | 1.50 | NA | NA | NA | … | … | 1.27 | 1.22 | 1.27 | 1.87 | 1.80 | 0.81 | 5.85 | 1.04 | 0.94 | 0.86 | 1.12 |
| Draw Down(%) | NA | 0.50 | 0.50 | 5.08 | NA | NA | NA | … | … | 0.50 | 0.50 | 0.32 | 0.66 | 4.86 | 0.32 | 12.34 | 0.39 | 0.33 | 0.20 | 0.50 |
| Yield(%) | 0.00 | 5.16 | 5.83 | 4.51 | 3.80 | 2.54 | 1.90 | … | … | 1.80 | 5.78 | 6.11 | 5.39 | 3.18 | 2.31 | 2.92 | 3.78 | 3.13 | 3.23 | 0.79 |
Data as of 06/05/2026, Common starting date is 07/06/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHEAX (DIAMOND HILL SHORT DURATION TOTAL RETURN FUND DIAMOND HILL SHORT DURATION TOTAL RETURN FUND CLASS A) |
0.17%
Apr 2017 – Apr 2020 |
1.55%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHEAX (DIAMOND HILL SHORT DURATION TOTAL RETURN FUND DIAMOND HILL SHORT DURATION TOTAL RETURN FUND CLASS A) |
8.03%
Oct 2022 – Oct 2025 |
6.10%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart