Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DHSIX (DIAMOND HILL SMALL CAP FUND DIAMOND HILL SMALL CAP FUND CLASS I) | 16.55% | 37.23% | 20.09% | 3.90% | 6.62% | 7.42% | 6.62% | … | … |
Data as of 06/04/2026, Common starting date is 06/10/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DHSIX (DIAMOND HILL SMALL CAP FUND DIAMOND HILL SMALL CAP FUND CLASS I) | 06/10/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 37.23 | 20.09 | 3.90 | 6.62 | 7.42 | 6.62 | … | … | 16.55 | 11.83 | 13.10 | 24.25 | -26.89 | 13.13 | -0.27 | 21.84 | -15.00 | 10.58 | 14.80 | -3.49 | 4.98 | 40.08 | 13.17 | -6.91 | 23.39 | 29.43 | -25.69 | -3.19 | 7.49 | 11.95 |
| Sharpe Ratio | NA | 1.77 | 0.80 | 0.06 | 0.21 | NA | NA | … | … | 1.99 | 0.38 | 0.47 | 1.05 | -0.97 | 0.52 | -0.01 | 1.42 | -1.20 | 1.07 | 1.00 | -0.28 | 0.42 | 3.38 | 0.92 | -0.27 | 1.32 | 0.96 | -0.68 | -0.39 | 0.32 | 1.75 |
| Standard Deviation(%) | NA | 19.52 | 21.12 | 23.81 | 23.52 | NA | NA | … | … | 19.99 | 23.43 | 20.12 | 19.86 | 29.18 | 25.36 | 44.11 | 14.34 | 13.75 | 9.34 | 14.59 | 12.41 | 11.85 | 11.86 | 14.39 | 25.24 | 17.65 | 30.48 | 38.89 | 16.22 | 12.86 | 11.31 |
| Draw Down(%) | NA | 10.97 | 28.33 | 39.57 | 45.95 | NA | NA | … | … | 10.97 | 25.52 | 10.13 | 16.84 | 29.25 | 21.05 | 45.83 | 9.35 | 22.43 | 6.18 | 9.65 | 10.29 | 11.00 | 4.48 | 13.25 | 25.32 | 14.04 | 31.45 | 45.38 | 14.74 | 11.98 | 5.64 |
| Yield(%) | 0.00 | 6.40 | 15.39 | 6.58 | 6.65 | 7.13 | 6.40 | … | … | 0.00 | 6.13 | 15.65 | 28.41 | 0.66 | 0.59 | 0.60 | 8.05 | 8.08 | 7.10 | 3.01 | 1.86 | 4.97 | 8.37 | 4.68 | 3.49 | 1.86 | 0.06 | 0.96 | 6.94 | 2.93 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/10/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHSIX (DIAMOND HILL SMALL CAP FUND DIAMOND HILL SMALL CAP FUND CLASS I) |
-15.70%
Feb 2006 – Feb 2009 |
-4.65%
Mar 2015 – Mar 2020 |
1.27%
Oct 2013 – Oct 2023 |
4.11%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHSIX (DIAMOND HILL SMALL CAP FUND DIAMOND HILL SMALL CAP FUND CLASS I) |
27.10%
Feb 2009 – Feb 2012 |
24.27%
Feb 2009 – Feb 2014 |
13.88%
Feb 2009 – Feb 2019 |
9.81%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart