Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DHSYX (DIAMOND HILL SMALL CAP FUND DIAMOND HILL SMALL CAP FUND CLASS Y) | 3.42% | -4.54% | -2.01% | 2.39% | 0.70% | NA | NA | 4.71% |
Data as of 07/17/2025, AR inception is 01/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DHSYX (DIAMOND HILL SMALL CAP FUND DIAMOND HILL SMALL CAP FUND CLASS Y) | 01/04/2012 | 07/17/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.20 | -4.54 | -2.01 | 2.39 | 0.70 | NA | NA | 4.71 | 3.42 | 3.51 | -2.36 | -26.75 | 13.31 | -0.16 | 21.97 | -14.90 | 11.00 | 14.58 | -3.38 | 5.17 | 40.25 | 11.62 |
| Sharpe Ratio | NA | -0.08 | -0.18 | 0.06 | -0.03 | NA | NA | 0.16 | 0.16 | -0.14 | -0.24 | -0.97 | 0.52 | -0.01 | 1.44 | -1.19 | 1.11 | 0.98 | -0.27 | 0.44 | 3.39 | 0.82 |
| Standard Deviation(%) | NA | 26.86 | 27.01 | 26.20 | 24.28 | NA | NA | 21.83 | 26.51 | 22.47 | 28.33 | 29.19 | 25.31 | 44.10 | 14.31 | 13.73 | 9.37 | 14.64 | 12.43 | 11.84 | 11.85 | 14.32 |
| Draw Down(%) | NA | 34.43 | 38.02 | 51.31 | 51.31 | NA | NA | 51.31 | 25.51 | 17.49 | 19.45 | 29.14 | 21.01 | 45.82 | 9.34 | 22.40 | 6.15 | 9.65 | 10.25 | 10.94 | 4.45 | 13.25 |
| Yield(%) | 0.00 | 4.68 | 2.65 | 2.24 | 3.57 | 4.85 | 3.63 | 5.59 | 0.00 | 5.29 | 2.88 | 0.77 | 0.73 | 0.71 | 8.20 | 8.13 | 7.21 | 3.10 | 1.97 | 5.11 | 8.52 | 4.89 |
Data as of 07/17/2025, AR inception is 01/04/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHSYX (DIAMOND HILL SMALL CAP FUND DIAMOND HILL SMALL CAP FUND CLASS Y) |
-12.61%
Apr 2021 - Apr 2024 |
-4.56%
Mar 2015 - Mar 2020 |
-1.10%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHSYX (DIAMOND HILL SMALL CAP FUND DIAMOND HILL SMALL CAP FUND CLASS Y) |
19.46%
May 2012 - May 2015 |
12.94%
Nov 2012 - Nov 2017 |
7.90%
May 2012 - May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart