Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DHSCX (DIAMOND HILL SMALL CAP FUND DIAMOND HILL SMALL CAP FUND CLASS A) | 4.56% | 5.90% | -1.12% | 3.66% | 1.46% | 4.85% | 4.12% | 6.78% |
Data as of 07/25/2025, AR inception 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 | 07/25/2025 |
| 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 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.30 | 5.90 | -1.12 | 3.66 | 1.46 | 4.85 | 4.12 | 6.78 | 4.56 | -2.29 | -3.56 | -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 | 0.11 | -0.17 | 0.06 | 0.00 | NA | NA | 0.25 | 0.20 | -0.38 | -0.27 | -0.98 | 0.48 | -0.02 | 1.40 | -1.21 | 1.07 | 0.95 | -0.30 | 0.40 | 3.35 | 0.90 | -0.28 | 1.29 | 0.94 | -0.69 | -0.41 | 0.29 | 0.95 | 2.61 | 3.22 | -0.52 | 0.55 |
| Standard Deviation(%) | NA | 24.58 | 26.68 | 26.01 | 24.22 | NA | NA | 21.69 | 26.04 | 23.28 | 28.94 | 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 | 28.41 | 33.81 | 48.36 | 48.36 | NA | NA | 53.08 | 25.57 | 21.28 | 20.10 | 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 | 14.13 | 5.04 | 3.87 | 4.11 | 5.67 | 4.76 | 8.53 | 0.00 | 15.85 | 2.49 | 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 07/25/2025, AR inception 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 |
-0.79%
Apr 2015 - Apr 2025 |
3.04%
Apr 2010 - Apr 2025 |
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