Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DHLRX (DIAMOND HILL LARGE CAP FUND DIAMOND HILL LARGE CAP FUND CLASS I) | 1.18% | 4.46% | 10.60% | 2.42% | 8.36% | 9.45% | 7.83% | … | … |
Data as of 06/04/2026, Common starting date is 02/03/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DHLRX (DIAMOND HILL LARGE CAP FUND DIAMOND HILL LARGE CAP FUND CLASS I) | 02/03/2005 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.93 | 4.46 | 10.60 | 2.42 | 8.36 | 9.45 | 7.83 | … | … | 1.18 | 5.67 | 12.05 | 13.71 | -17.44 | 17.78 | 6.39 | 32.18 | -9.63 | 20.30 | 14.63 | -0.93 | 10.83 | 36.60 | 12.62 | 2.61 | 9.72 | 30.71 | -33.84 | 5.88 | 15.50 | 16.04 |
| Sharpe Ratio | NA | 0.18 | 0.57 | -0.01 | 0.36 | NA | NA | … | … | -0.15 | 0.17 | 0.74 | 0.72 | -0.82 | 1.20 | 0.17 | 2.36 | -0.68 | 2.62 | 1.00 | -0.06 | 0.92 | 3.18 | 0.99 | 0.11 | 0.58 | 1.16 | -0.86 | 0.19 | 1.10 | 1.29 |
| Standard Deviation(%) | NA | 11.29 | 13.49 | 16.30 | 18.35 | NA | NA | … | … | 11.87 | 16.56 | 11.39 | 14.06 | 23.06 | 14.84 | 36.96 | 13.03 | 16.35 | 7.54 | 14.38 | 16.14 | 11.79 | 11.51 | 12.78 | 23.00 | 16.59 | 26.44 | 40.43 | 14.31 | 11.01 | 11.98 |
| Draw Down(%) | NA | 8.34 | 15.56 | 26.05 | 38.88 | NA | NA | … | … | 8.34 | 14.81 | 7.38 | 12.39 | 23.17 | 9.14 | 38.88 | 7.57 | 20.10 | 3.98 | 10.81 | 12.58 | 9.17 | 5.08 | 10.70 | 19.60 | 15.59 | 27.69 | 45.92 | 8.27 | 9.96 | 9.15 |
| Yield(%) | 0.00 | 6.16 | 7.61 | 4.12 | 5.79 | 7.23 | 6.21 | … | … | 0.00 | 6.33 | 10.77 | 4.13 | 1.18 | 1.04 | 1.13 | 5.99 | 3.95 | 5.46 | 7.15 | 4.79 | 4.91 | 6.31 | 1.90 | 1.32 | 1.13 | 0.57 | 1.79 | 6.70 | 2.13 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/03/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHLRX (DIAMOND HILL LARGE CAP FUND DIAMOND HILL LARGE CAP FUND CLASS I) |
-13.67%
Feb 2006 – Feb 2009 |
-0.53%
May 2007 – May 2012 |
6.18%
Jan 2006 – Jan 2016 |
6.57%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHLRX (DIAMOND HILL LARGE CAP FUND DIAMOND HILL LARGE CAP FUND CLASS I) |
24.89%
Feb 2009 – Feb 2012 |
22.80%
Feb 2009 – Feb 2014 |
15.62%
Feb 2009 – Feb 2019 |
12.94%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart