Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DHFAX (Diamond Hill Large Cap Concentrated Fund Investor) | NA | 6.20% | 16.12% | NA | NA | NA | NA | … | … |
Data as of 10/02/2025, Common starting date is 03/01/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DHFAX (Diamond Hill Large Cap Concentrated Fund Investor) | 03/01/2021 | 10/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.20 | 16.12 | NA | NA | NA | NA | … | … | 8.38 | 13.83 | 16.84 | -12.92 | 18.17 |
| Sharpe Ratio | NA | 0.20 | 0.91 | NA | NA | NA | NA | … | … | 0.50 | 0.91 | 0.89 | -0.60 | 1.67 |
| Standard Deviation(%) | NA | 15.51 | 15.33 | NA | NA | NA | NA | … | … | 16.62 | 11.27 | 14.93 | 23.87 | 13.04 |
| Draw Down(%) | NA | 12.14 | 12.50 | NA | NA | NA | NA | … | … | 12.14 | 7.09 | 12.50 | 23.57 | 5.53 |
| Yield(%) | 0.00 | 6.06 | 3.50 | 2.26 | 1.13 | 0.75 | 0.57 | … | … | 0.00 | 7.02 | 1.26 | 0.27 | 1.48 |
Data as of 10/02/2025, Common starting date is 03/01/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHFAX (Diamond Hill Large Cap Concentrated Fund Investor) |
5.02%
Dec 2021 – Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHFAX (Diamond Hill Large Cap Concentrated Fund Investor) |
17.36%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart