Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DHLSX (DIAMOND HILL LONG-SHORT FUND DIAMOND HILL LONG-SHORT FUND CLASS I) | 9.69% | 8.45% | 8.46% | 7.51% | 5.00% | 6.67% | 5.60% | 5.99% |
Data as of 07/11/2025, AR inception is 02/02/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DHLSX (DIAMOND HILL LONG-SHORT FUND DIAMOND HILL LONG-SHORT FUND CLASS I) | 02/02/2005 | 07/11/2025 |
| 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 (%) | -0.13 | 8.45 | 8.46 | 7.51 | 5.00 | 6.67 | 5.60 | 5.99 | 9.69 | 0.78 | 10.32 | -12.38 | 7.90 | -1.03 | 23.11 | -7.04 | 6.00 | 10.55 | -1.40 | 7.55 | 23.19 | 8.77 | 3.29 | 0.03 | 18.39 | -23.38 | 3.60 | 17.37 | 18.12 |
| Sharpe Ratio | NA | 0.48 | 0.46 | 0.43 | 0.26 | NA | NA | 0.33 | 1.24 | -0.57 | 0.66 | -0.87 | 0.54 | -0.05 | 2.17 | -0.72 | 0.94 | 0.89 | -0.13 | 0.97 | 3.02 | 0.91 | 0.20 | -0.01 | 0.94 | -0.80 | 0.07 | 1.58 | 1.78 |
| Standard Deviation(%) | NA | 10.93 | 11.00 | 12.65 | 13.81 | NA | NA | 14.11 | 13.23 | 10.14 | 9.24 | 15.89 | 14.51 | 27.18 | 10.00 | 11.57 | 5.75 | 11.63 | 10.57 | 7.79 | 7.67 | 9.65 | 16.55 | 10.39 | 19.36 | 30.09 | 8.56 | 8.95 | 10.01 |
| Draw Down(%) | NA | 8.56 | 12.40 | 22.55 | 31.55 | NA | NA | 40.77 | 8.56 | 10.51 | 9.20 | 16.99 | 11.93 | 31.55 | 5.46 | 15.03 | 4.23 | 8.71 | 9.17 | 6.93 | 3.25 | 8.53 | 13.93 | 12.33 | 22.09 | 36.69 | 4.87 | 7.01 | 7.37 |
| Yield(%) | 0.00 | 8.54 | 4.23 | 2.95 | 3.23 | 3.54 | 3.32 | 3.57 | 0.00 | 9.48 | 2.42 | 0.58 | 0.00 | 0.45 | 7.30 | 4.66 | 2.18 | 3.61 | 0.46 | 0.00 | 0.46 | 0.37 | 0.19 | 0.03 | 0.00 | 1.50 | 4.57 | 4.34 | 0.00 |
Data as of 07/11/2025, AR inception is 02/02/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHLSX (DIAMOND HILL LONG-SHORT FUND DIAMOND HILL LONG-SHORT FUND CLASS I) |
-8.57%
Feb 2006 - Feb 2009 |
-0.81%
Sep 2006 - Sep 2011 |
3.57%
Oct 2013 - Oct 2023 |
3.35%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHLSX (DIAMOND HILL LONG-SHORT FUND DIAMOND HILL LONG-SHORT FUND CLASS I) |
15.54%
Sep 2011 - Sep 2014 |
14.07%
Feb 2009 - Feb 2014 |
9.27%
Feb 2009 - Feb 2019 |
7.51%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart