Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DHFIX (Diamond Hill Large Cap Concentrated Fund) | NA | 6.59% | 16.45% | 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 |
|---|---|---|
| DHFIX (Diamond Hill Large Cap Concentrated Fund) | 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 | 6.59 | 16.45 | NA | NA | NA | NA | … | … | 8.65 | 14.19 | 17.22 | -12.73 | 18.55 |
| Sharpe Ratio | NA | 0.23 | 0.93 | NA | NA | NA | NA | … | … | 0.52 | 0.94 | 0.93 | -0.59 | 1.70 |
| Standard Deviation(%) | NA | 15.50 | 15.31 | NA | NA | NA | NA | … | … | 16.58 | 11.28 | 14.77 | 23.98 | 13.12 |
| Draw Down(%) | NA | 12.04 | 12.38 | NA | NA | NA | NA | … | … | 12.04 | 7.10 | 12.38 | 23.45 | 5.54 |
| Yield(%) | 0.00 | 6.34 | 4.03 | 2.60 | 1.30 | 0.87 | 0.65 | … | … | 0.00 | 7.35 | 1.56 | 1.01 | 1.66 |
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 |
|---|---|---|---|---|
| DHFIX (Diamond Hill Large Cap Concentrated Fund) |
5.32%
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 |
|---|---|---|---|---|
| DHFIX (Diamond Hill Large Cap Concentrated Fund) |
17.73%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart