Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DHIL (Diamond Hill Investment Group Inc) | 3.24% | 47.01% | 5.46% | 5.53% | NA | NA | NA | … | … |
Data as of 04/21/2026, Common starting date is 09/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DHIL (Diamond Hill Investment Group Inc) | 09/03/2020 | 04/21/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.73 | 47.01 | 5.46 | 5.53 | NA | NA | NA | … | … | 3.24 | 16.36 | -2.70 | -7.25 | -1.66 | 32.94 | 29.44 |
| Sharpe Ratio | NA | 1.05 | 0.07 | 0.10 | NA | NA | NA | … | … | 1.96 | 0.31 | -0.25 | -0.46 | -0.10 | 1.11 | 3.55 |
| Standard Deviation(%) | NA | 42.03 | 31.24 | 30.53 | NA | NA | NA | … | … | 4.40 | 44.10 | 25.02 | 23.93 | 30.09 | 29.57 | 34.09 |
| Draw Down(%) | NA | 24.38 | 30.94 | 40.97 | NA | NA | NA | … | … | 0.94 | 24.38 | 14.99 | 20.73 | 20.03 | 19.56 | 7.68 |
| Yield(%) | 0.00 | 5.58 | 3.73 | 3.67 | 3.41 | 2.27 | 1.70 | … | … | 0.00 | 5.51 | 3.64 | 3.30 | 3.09 | 2.71 | 9.63 |
Data as of 04/21/2026, Common starting date is 09/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHIL (Diamond Hill Investment Group Inc) |
-8.74%
Nov 2022 – Nov 2025 |
0.84%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHIL (Diamond Hill Investment Group Inc) |
10.33%
Oct 2020 – Oct 2023 |
7.93%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart