Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DHLAX (DIAMOND HILL LARGE CAP FUND DIAMOND HILL LARGE CAP FUND CLASS A) | 1.34% | 4.62% | 10.38% | 2.25% | 8.06% | 9.15% | 7.51% | … | … |
Data as of 06/05/2026, Common starting date is 08/06/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DHLAX (DIAMOND HILL LARGE CAP FUND DIAMOND HILL LARGE CAP FUND CLASS A) | 08/06/2001 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.12 | 4.62 | 10.38 | 2.25 | 8.06 | 9.15 | 7.51 | … | … | 1.34 | 5.35 | 11.77 | 13.36 | -17.75 | 17.40 | 6.05 | 31.80 | -9.88 | 19.95 | 14.26 | -1.18 | 10.51 | 36.32 | 12.29 | 2.36 | 9.46 | 30.22 | -34.07 | 5.41 | 15.07 | 16.19 | 21.12 | 31.39 | -21.77 | 1.31 |
| Sharpe Ratio | NA | 0.16 | 0.55 | -0.03 | 0.34 | NA | NA | … | … | -0.17 | 0.15 | 0.72 | 0.70 | -0.83 | 1.17 | 0.16 | 2.33 | -0.69 | 2.57 | 0.97 | -0.07 | 0.89 | 3.15 | 0.96 | 0.10 | 0.57 | 1.14 | -0.87 | 0.16 | 1.06 | 1.16 | 1.72 | 2.22 | -1.03 | 0.09 |
| Standard Deviation(%) | NA | 11.30 | 13.49 | 16.31 | 18.36 | NA | NA | … | … | 11.89 | 16.55 | 11.38 | 14.08 | 23.07 | 14.88 | 36.95 | 13.02 | 16.35 | 7.54 | 14.54 | 16.13 | 11.85 | 11.52 | 12.81 | 23.01 | 16.51 | 26.34 | 40.35 | 14.27 | 11.06 | 11.98 | 11.70 | 13.82 | 22.28 | 17.60 |
| Draw Down(%) | NA | 8.36 | 15.64 | 26.41 | 38.92 | NA | NA | … | … | 8.36 | 14.85 | 7.39 | 12.41 | 23.36 | 9.21 | 38.92 | 7.57 | 20.34 | 4.00 | 10.87 | 12.62 | 9.22 | 5.10 | 10.74 | 19.66 | 15.51 | 27.76 | 46.02 | 8.25 | 9.99 | 9.22 | 6.23 | 12.55 | 35.77 | 15.96 |
| Yield(%) | 0.00 | 5.90 | 7.16 | 3.82 | 5.34 | 6.69 | 5.71 | … | … | 0.00 | 6.04 | 10.45 | 3.38 | 0.94 | 0.71 | 0.64 | 5.67 | 3.68 | 5.14 | 6.87 | 4.53 | 4.70 | 6.04 | 1.68 | 1.13 | 0.92 | 0.13 | 1.52 | 6.23 | 1.75 | 0.77 | 0.14 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/06/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHLAX (DIAMOND HILL LARGE CAP FUND DIAMOND HILL LARGE CAP FUND CLASS A) |
-14.00%
Feb 2006 – Feb 2009 |
-2.42%
Feb 2004 – Feb 2009 |
5.24%
Sep 2001 – Sep 2011 |
6.26%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHLAX (DIAMOND HILL LARGE CAP FUND DIAMOND HILL LARGE CAP FUND CLASS A) |
26.37%
Mar 2003 – Mar 2006 |
22.45%
Feb 2009 – Feb 2014 |
15.31%
Feb 2009 – Feb 2019 |
12.61%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart