Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DHFYX (Diamond Hill Large Cap Concentrated Fund Class Y) | NA | 2.58% | 13.90% | NA | NA | NA | NA | … | … |
Data as of 10/06/2025, Common starting date is 03/01/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DHFYX (Diamond Hill Large Cap Concentrated Fund Class Y) | 03/01/2021 | 10/06/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 2.58 | 13.90 | NA | NA | NA | NA | … | … | 4.09 | 14.29 | 17.32 | -12.60 | 18.60 |
| Sharpe Ratio | NA | -0.08 | 0.69 | NA | NA | NA | NA | … | … | 0.14 | 0.95 | 0.92 | -0.59 | 1.72 |
| Standard Deviation(%) | NA | 16.01 | 15.27 | NA | NA | NA | NA | … | … | 17.20 | 11.25 | 14.92 | 23.98 | 13.01 |
| Draw Down(%) | NA | 12.10 | 12.36 | NA | NA | NA | NA | … | … | 12.10 | 7.08 | 12.36 | 23.37 | 5.53 |
| Yield(%) | 0.00 | 7.46 | 4.50 | 2.95 | 1.47 | 0.98 | 0.74 | … | … | 1.10 | 7.45 | 1.69 | 1.06 | 1.72 |
Data as of 10/06/2025, 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 |
|---|---|---|---|---|
| DHFYX (Diamond Hill Large Cap Concentrated Fund Class Y) |
5.43%
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 |
|---|---|---|---|---|
| DHFYX (Diamond Hill Large Cap Concentrated Fund Class Y) |
16.39%
Jun 2022 – Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart