Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DHLYX (DIAMOND HILL LARGE CAP FUND DIAMOND HILL LARGE CAP FUND CLASS Y) | 6.34% | 3.37% | 6.68% | 7.53% | 7.42% | NA | NA | 9.94% |
Data as of 07/03/2025, AR inception is 01/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DHLYX (DIAMOND HILL LARGE CAP FUND DIAMOND HILL LARGE CAP FUND CLASS Y) | 01/04/2012 | 07/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.84 | 3.37 | 6.68 | 7.53 | 7.42 | NA | NA | 9.94 | 6.34 | 3.25 | 11.21 | -17.33 | 17.92 | 6.49 | 32.34 | -9.53 | 20.41 | 14.74 | -0.74 | 10.90 | 36.87 | 8.50 |
| Sharpe Ratio | NA | 0.01 | 0.18 | 0.33 | 0.31 | NA | NA | 0.49 | 0.48 | -0.23 | 0.50 | -0.81 | 1.21 | 0.17 | 2.37 | -0.67 | 2.64 | 1.00 | -0.05 | 0.92 | 3.20 | 0.66 |
| Standard Deviation(%) | NA | 19.29 | 17.30 | 17.45 | 19.02 | NA | NA | 17.52 | 20.72 | 14.44 | 13.95 | 23.06 | 14.83 | 36.93 | 13.03 | 16.33 | 7.54 | 14.58 | 16.14 | 11.83 | 11.50 | 13.07 |
| Draw Down(%) | NA | 22.28 | 22.28 | 25.93 | 38.87 | NA | NA | 38.87 | 14.80 | 14.78 | 12.38 | 23.10 | 9.10 | 38.87 | 7.53 | 20.05 | 3.93 | 10.81 | 12.53 | 9.20 | 5.08 | 10.69 |
| Yield(%) | 0.00 | 1.56 | 1.68 | 1.72 | 3.73 | 4.73 | 3.55 | 5.45 | 0.00 | 1.65 | 1.72 | 1.30 | 1.17 | 1.24 | 6.12 | 4.08 | 5.53 | 7.26 | 4.89 | 5.07 | 6.44 | 0.00 |
Data as of 07/03/2025, AR inception is 01/04/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHLYX (DIAMOND HILL LARGE CAP FUND DIAMOND HILL LARGE CAP FUND CLASS Y) |
-1.72%
Dec 2021 - Dec 2024 |
3.58%
Dec 2019 - Dec 2024 |
6.48%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHLYX (DIAMOND HILL LARGE CAP FUND DIAMOND HILL LARGE CAP FUND CLASS Y) |
19.51%
May 2012 - May 2015 |
15.79%
Dec 2012 - Dec 2017 |
12.07%
May 2012 - May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart