Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DHMYX (DIAMOND HILL SMALL-MID CAP FUND DIAMOND HILL SMALL-MID CAP FUND CLASS Y) | 2.32% | 14.47% | 10.15% | 2.05% | 6.52% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DHMYX (DIAMOND HILL SMALL-MID CAP FUND DIAMOND HILL SMALL-MID CAP FUND CLASS Y) | 01/04/2012 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 14.47 | 10.15 | 2.05 | 6.52 | NA | NA | … | … | 2.32 | 8.70 | 8.22 | 11.65 | -17.06 | 24.45 | 1.47 | 27.82 | -12.42 | 8.77 | 18.29 | 1.41 | 7.60 | 41.88 | 10.28 |
| Sharpe Ratio | NA | 0.76 | 0.41 | -0.02 | 0.23 | NA | NA | … | … | 0.20 | 0.29 | 0.28 | 0.43 | -0.75 | 1.30 | 0.03 | 1.97 | -0.99 | 0.95 | 1.15 | 0.10 | 0.67 | 3.62 | 0.71 |
| Standard Deviation(%) | NA | 15.51 | 17.75 | 19.69 | 21.29 | NA | NA | … | … | 15.90 | 20.08 | 16.33 | 18.78 | 24.72 | 18.82 | 43.32 | 13.34 | 14.04 | 8.58 | 15.76 | 14.07 | 11.29 | 11.57 | 14.70 |
| Draw Down(%) | NA | 10.65 | 20.77 | 28.84 | 45.43 | NA | NA | … | … | 10.65 | 17.86 | 8.05 | 20.31 | 21.06 | 11.30 | 45.43 | 8.24 | 21.07 | 4.65 | 10.71 | 9.34 | 11.16 | 4.52 | 13.34 |
| Yield(%) | 0.00 | 6.40 | 5.98 | 3.19 | 4.08 | 5.55 | 4.16 | … | … | 0.00 | 6.28 | 8.16 | 2.30 | 0.78 | 0.72 | 0.80 | 6.23 | 4.15 | 3.70 | 2.42 | 1.47 | 4.10 | 6.16 | 0.00 |
Data as of 06/05/2026, Common starting date is 01/04/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHMYX (DIAMOND HILL SMALL-MID CAP FUND DIAMOND HILL SMALL-MID CAP FUND CLASS Y) |
-8.65%
Mar 2017 – Mar 2020 |
-2.10%
Mar 2015 – Mar 2020 |
4.75%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHMYX (DIAMOND HILL SMALL-MID CAP FUND DIAMOND HILL SMALL-MID CAP FUND CLASS Y) |
21.58%
May 2012 – May 2015 |
15.67%
May 2012 – May 2017 |
11.17%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart