Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DHSMX (DIAMOND HILL SMALL CAP FUND DIAMOND HILL SMALL CAP FUND CLASS C) | NA | 50.55% | 3.65% | 6.43% | 6.17% | 5.14% | 7.88% | … | … |
Data as of 04/29/2021, Common starting date is 03/13/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DHSMX (DIAMOND HILL SMALL CAP FUND DIAMOND HILL SMALL CAP FUND CLASS C) | 03/13/2001 | 04/29/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 50.55 | 3.65 | 6.43 | 6.17 | 5.14 | 7.88 | … | … | 10.39 | -1.33 | 20.46 | -15.77 | 9.80 | 13.26 | -4.48 | 3.86 | 38.64 | 12.04 | -7.83 | 22.01 | 27.99 | -26.55 | -4.33 | 6.23 | 12.05 | 30.41 | 48.33 | -9.17 | 10.50 |
| Sharpe Ratio | NA | 1.85 | 0.09 | 0.25 | 0.29 | NA | NA | … | … | 2.63 | -0.04 | 1.33 | -1.26 | 0.98 | 0.89 | -0.36 | 0.32 | 3.26 | 0.84 | -0.31 | 1.24 | 0.91 | -0.71 | -0.46 | 0.22 | 0.87 | 2.52 | 3.15 | -0.56 | 0.52 |
| Standard Deviation(%) | NA | 27.33 | 27.77 | 22.69 | 19.76 | NA | NA | … | … | 13.68 | 43.76 | 14.30 | 13.71 | 9.35 | 14.61 | 12.43 | 11.83 | 11.85 | 14.39 | 25.20 | 17.63 | 30.51 | 38.83 | 16.24 | 12.86 | 11.30 | 11.67 | 15.09 | 18.59 | 21.81 |
| Draw Down(%) | NA | 15.73 | 46.78 | 46.78 | 46.78 | NA | NA | … | … | 6.19 | 45.91 | 9.46 | 22.58 | 6.43 | 9.71 | 10.73 | 11.24 | 4.52 | 13.45 | 25.64 | 14.26 | 31.60 | 45.65 | 15.22 | 12.39 | 8.85 | 6.58 | 15.34 | 31.63 | 25.27 |
| Yield(%) | 0.00 | 0.00 | 5.06 | 5.61 | 5.27 | 4.35 | 7.09 | … | … | 0.00 | 0.00 | 7.78 | 9.12 | 7.36 | 3.15 | 1.41 | 5.36 | 8.75 | 4.40 | 3.62 | 1.98 | 0.00 | 0.12 | 6.47 | 2.24 | 1.05 | 3.92 | 0.00 | 0.00 | 0.00 |
Data as of 04/29/2021, 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 |
|---|---|---|---|---|
| DHSMX (DIAMOND HILL SMALL CAP FUND DIAMOND HILL SMALL CAP FUND CLASS C) |
-16.66%
Feb 2006 – Feb 2009 |
-5.62%
Mar 2015 – Mar 2020 |
2.64%
Mar 2010 – Mar 2020 |
2.85%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHSMX (DIAMOND HILL SMALL CAP FUND DIAMOND HILL SMALL CAP FUND CLASS C) |
36.32%
Mar 2003 – Mar 2006 |
22.97%
Feb 2009 – Feb 2014 |
12.81%
Mar 2003 – Mar 2013 |
11.10%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart