Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DHMAX (DIAMOND HILL SMALL-MID CAP FUND DIAMOND HILL SMALL-MID CAP FUND CLASS A) | 3.12% | 14.75% | 10.03% | 1.77% | 6.16% | 8.08% | 7.50% | … | … |
Data as of 06/04/2026, Common starting date is 01/06/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DHMAX (DIAMOND HILL SMALL-MID CAP FUND DIAMOND HILL SMALL-MID CAP FUND CLASS A) | 01/06/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.68 | 14.75 | 10.03 | 1.77 | 6.16 | 8.08 | 7.50 | … | … | 3.12 | 8.26 | 7.77 | 11.15 | -17.46 | 23.90 | 0.99 | 27.33 | -12.80 | 8.15 | 18.04 | 0.98 | 7.18 | 41.24 | 15.43 | -4.19 | 23.03 | 40.77 | -30.03 | -0.91 | 7.03 |
| Sharpe Ratio | NA | 0.73 | 0.39 | -0.04 | 0.21 | NA | NA | … | … | 0.17 | 0.27 | 0.25 | 0.40 | -0.77 | 1.27 | 0.02 | 1.94 | -1.02 | 0.88 | 1.13 | 0.07 | 0.63 | 3.56 | 1.09 | -0.17 | 1.27 | 1.16 | -0.69 | -0.26 | 0.31 |
| Standard Deviation(%) | NA | 15.54 | 17.76 | 19.70 | 21.29 | NA | NA | … | … | 15.93 | 20.11 | 16.32 | 18.80 | 24.70 | 18.83 | 43.32 | 13.36 | 14.03 | 8.56 | 15.73 | 14.10 | 11.36 | 11.56 | 14.25 | 25.21 | 18.10 | 35.06 | 45.07 | 15.66 | 12.09 |
| Draw Down(%) | NA | 10.73 | 20.90 | 29.51 | 45.46 | NA | NA | … | … | 10.73 | 17.94 | 8.07 | 20.58 | 21.25 | 11.39 | 45.46 | 8.34 | 21.16 | 4.71 | 10.72 | 9.44 | 11.27 | 4.50 | 13.43 | 24.36 | 14.26 | 36.00 | 51.71 | 13.04 | 11.01 |
| Yield(%) | 0.00 | 6.45 | 5.51 | 2.81 | 3.60 | 4.86 | 4.84 | … | … | 0.00 | 6.33 | 7.79 | 1.10 | 0.42 | 0.24 | 0.45 | 5.82 | 3.77 | 3.28 | 2.04 | 1.20 | 3.75 | 5.88 | 3.20 | 2.54 | 0.04 | 0.00 | 0.83 | 2.90 | 0.70 |
Data as of 06/04/2026, Common starting date is 01/06/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHMAX (DIAMOND HILL SMALL-MID CAP FUND DIAMOND HILL SMALL-MID CAP FUND CLASS A) |
-17.53%
Feb 2006 – Feb 2009 |
-2.50%
Mar 2015 – Mar 2020 |
4.29%
Oct 2013 – Oct 2023 |
6.85%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHMAX (DIAMOND HILL SMALL-MID CAP FUND DIAMOND HILL SMALL-MID CAP FUND CLASS A) |
34.04%
Feb 2009 – Feb 2012 |
28.78%
Feb 2009 – Feb 2014 |
17.26%
Feb 2009 – Feb 2019 |
13.19%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart