Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/05/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DHLRX (DIAMOND HILL LARGE CAP FUND DIAMOND HILL LARGE CAP FUND CLASS I) | -2.07% | -5.88% | 0.61% | 7.56% | 6.39% | 8.69% | 7.75% | 7.76% |
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 | 05/05/2025 |
The return data shown below all have the same latest date: 05/05/2025.
AR inception is since 02/03/2005.
AR inception is since 02/03/2005.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.44 | -5.88 | 0.61 | 7.56 | 6.39 | 8.69 | 7.75 | 7.76 | -2.07 | 3.10 | 11.09 | -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 | -0.54 | -0.18 | 0.29 | 0.25 | NA | NA | 0.33 | -0.28 | -0.24 | 0.49 | -0.82 | 1.20 | 0.17 | 2.36 | -0.67 | 2.62 | 1.00 | -0.06 | 0.92 | 3.18 | 0.99 | 0.11 | 0.58 | 1.16 | -0.86 | 0.20 | 1.12 | 1.30 |
| Standard Deviation(%) | NA | 18.85 | 18.24 | 18.11 | 18.98 | NA | NA | 19.50 | 23.48 | 14.45 | 13.95 | 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 | 22.30 | 22.30 | 26.05 | 38.88 | NA | NA | 51.98 | 14.81 | 14.78 | 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 | 1.43 | 1.41 | 1.72 | 3.59 | 5.21 | 5.15 | 5.16 | 0.00 | 1.53 | 1.59 | 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 |
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 |
12.77%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart