Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DHLCX (DIAMOND HILL LARGE CAP FUND DIAMOND HILL LARGE CAP FUND CLASS C) | NA | -9.90% | -2.52% | 3.16% | 6.12% | 4.80% | NA | … | … |
Data as of 04/29/2021, Common starting date is 10/04/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DHLCX (DIAMOND HILL LARGE CAP FUND DIAMOND HILL LARGE CAP FUND CLASS C) | 10/04/2001 | 04/29/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -9.90 | -2.52 | 3.16 | 6.12 | 4.80 | NA | … | … | 4.02 | -27.62 | 30.84 | -10.57 | 19.04 | 13.40 | -1.83 | 9.61 | 35.33 | 11.49 | 1.55 | 8.64 | 29.34 | -34.65 | 4.68 | 14.19 | 15.25 | 20.47 | 30.99 | -22.37 | 8.99 |
| Sharpe Ratio | NA | -0.22 | -0.11 | 0.09 | 0.26 | NA | NA | … | … | 1.27 | -0.51 | 2.26 | -0.74 | 2.45 | 0.90 | -0.12 | 0.81 | 3.06 | 0.90 | 0.07 | 0.52 | 1.11 | -0.88 | 0.11 | 0.98 | 1.09 | 1.67 | 2.20 | -1.05 | 3.16 |
| Standard Deviation(%) | NA | 44.74 | 33.52 | 27.01 | 22.20 | NA | NA | … | … | 10.28 | 54.82 | 13.02 | 16.30 | 7.52 | 14.60 | 16.14 | 11.80 | 11.54 | 12.84 | 23.02 | 16.55 | 26.40 | 40.43 | 14.33 | 11.05 | 11.93 | 11.68 | 13.76 | 22.50 | 13.37 |
| Draw Down(%) | NA | 34.29 | 38.98 | 38.98 | 38.98 | NA | NA | … | … | 4.77 | 38.98 | 7.62 | 20.84 | 4.08 | 10.93 | 12.81 | 9.23 | 5.16 | 10.82 | 19.94 | 15.64 | 27.86 | 46.31 | 8.30 | 10.10 | 9.31 | 6.30 | 12.52 | 36.34 | 3.96 |
| Yield(%) | 0.00 | 3.36 | 3.70 | 4.78 | 5.08 | 4.03 | 4.97 | … | … | 0.00 | 2.79 | 5.04 | 3.11 | 4.67 | 6.50 | 4.07 | 4.28 | 5.57 | 0.95 | 0.36 | 0.21 | 0.00 | 1.04 | 5.76 | 1.17 | 0.31 | 0.14 | 0.00 | 0.00 | 0.00 |
Data as of 04/29/2021, Common starting date is 10/04/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHLCX (DIAMOND HILL LARGE CAP FUND DIAMOND HILL LARGE CAP FUND CLASS C) |
-14.65%
Feb 2006 – Feb 2009 |
-3.12%
Feb 2004 – Feb 2009 |
4.64%
Dec 2001 – Dec 2011 |
4.55%
Jan 2006 – Jan 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHLCX (DIAMOND HILL LARGE CAP FUND DIAMOND HILL LARGE CAP FUND CLASS C) |
25.61%
Mar 2003 – Mar 2006 |
21.55%
Feb 2009 – Feb 2014 |
14.45%
Feb 2009 – Feb 2019 |
11.00%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart