Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DHSCX (DIAMOND HILL SMALL CAP FUND DIAMOND HILL SMALL CAP FUND CLASS A) | 16.41% | 36.85% | 19.76% | 3.45% | 6.23% | 7.08% | 6.25% | … | … |
Data as of 06/04/2026, Common starting date is 03/13/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DHSCX (DIAMOND HILL SMALL CAP FUND DIAMOND HILL SMALL CAP FUND CLASS A) | 03/13/2001 | 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 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 36.85 | 19.76 | 3.45 | 6.23 | 7.08 | 6.25 | … | … | 16.41 | 11.48 | 12.76 | 23.99 | -27.40 | 12.41 | -0.54 | 21.46 | -15.23 | 10.56 | 14.12 | -3.74 | 4.71 | 39.71 | 12.87 | -7.13 | 22.94 | 28.92 | -25.98 | -3.58 | 7.03 | 12.90 | 31.23 | 49.38 | -8.38 | 11.12 |
| Sharpe Ratio | NA | 1.75 | 0.79 | 0.04 | 0.19 | NA | NA | … | … | 1.97 | 0.37 | 0.45 | 1.03 | -0.98 | 0.48 | -0.02 | 1.40 | -1.22 | 1.07 | 0.95 | -0.30 | 0.40 | 3.35 | 0.90 | -0.28 | 1.29 | 0.94 | -0.69 | -0.42 | 0.28 | 0.94 | 2.60 | 3.21 | -0.52 | 0.55 |
| Standard Deviation(%) | NA | 19.51 | 21.13 | 23.93 | 23.58 | NA | NA | … | … | 19.95 | 23.44 | 20.14 | 19.88 | 29.42 | 25.60 | 44.08 | 14.32 | 13.72 | 9.33 | 14.65 | 12.43 | 11.84 | 11.85 | 14.37 | 25.22 | 17.65 | 30.53 | 38.91 | 16.21 | 12.84 | 11.27 | 11.63 | 15.14 | 18.35 | 22.14 |
| Draw Down(%) | NA | 11.02 | 28.41 | 40.33 | 46.19 | NA | NA | … | … | 11.02 | 25.57 | 10.14 | 16.91 | 29.73 | 21.35 | 45.84 | 9.39 | 22.51 | 6.24 | 9.68 | 10.41 | 11.06 | 4.47 | 13.32 | 25.41 | 14.09 | 31.49 | 45.49 | 14.88 | 12.13 | 8.76 | 6.53 | 15.29 | 31.17 | 24.92 |
| Yield(%) | 0.00 | 6.45 | 15.55 | 6.50 | 6.48 | 6.89 | 6.12 | … | … | 0.00 | 6.17 | 15.85 | 28.81 | 0.44 | 0.24 | 0.32 | 7.82 | 7.93 | 6.86 | 2.81 | 1.55 | 4.86 | 8.16 | 4.44 | 3.39 | 1.87 | 0.00 | 0.63 | 6.53 | 2.51 | 1.05 | 3.83 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/13/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHSCX (DIAMOND HILL SMALL CAP FUND DIAMOND HILL SMALL CAP FUND CLASS A) |
-16.03%
Feb 2006 – Feb 2009 |
-4.94%
Mar 2015 – Mar 2020 |
0.91%
Oct 2013 – Oct 2023 |
3.63%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHSCX (DIAMOND HILL SMALL CAP FUND DIAMOND HILL SMALL CAP FUND CLASS A) |
37.30%
Mar 2003 – Mar 2006 |
23.89%
Feb 2009 – Feb 2014 |
13.65%
Mar 2003 – Mar 2013 |
11.93%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart