Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DHTAX (Diamond Hill Select Fund Class) | 2.04% | 16.43% | 15.59% | 8.36% | 12.37% | 11.81% | 9.65% | … | … |
Data as of 06/05/2026, Common starting date is 01/06/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DHTAX (Diamond Hill Select Fund Class) | 01/06/2006 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 16.43 | 15.59 | 8.36 | 12.37 | 11.81 | 9.65 | … | … | 2.04 | 13.28 | 12.75 | 30.19 | -17.47 | 32.89 | 14.30 | 30.41 | -12.46 | 19.93 | 9.38 | -1.50 | 11.56 | 44.04 | 11.27 | -2.52 | 10.83 | 32.26 | -32.68 | 5.63 | 11.65 |
| Sharpe Ratio | NA | 0.97 | 0.71 | 0.28 | 0.49 | NA | NA | … | … | 0.16 | 0.49 | 0.55 | 1.33 | -0.67 | 1.93 | 0.32 | 1.95 | -0.84 | 2.17 | 0.47 | -0.09 | 1.02 | 3.77 | 0.86 | -0.11 | 0.65 | 1.21 | -0.87 | 0.18 | 0.71 |
| Standard Deviation(%) | NA | 14.91 | 18.16 | 20.96 | 22.26 | NA | NA | … | … | 14.62 | 21.45 | 16.66 | 20.08 | 28.52 | 17.03 | 43.34 | 14.84 | 16.48 | 8.93 | 19.41 | 16.15 | 11.28 | 11.66 | 13.16 | 23.06 | 16.58 | 26.51 | 38.70 | 13.92 | 11.89 |
| Draw Down(%) | NA | 7.80 | 20.90 | 24.31 | 44.28 | NA | NA | … | … | 7.80 | 19.43 | 9.21 | 15.49 | 24.31 | 8.55 | 44.28 | 9.14 | 22.42 | 5.51 | 12.86 | 13.57 | 8.34 | 4.61 | 13.42 | 21.17 | 14.65 | 27.81 | 44.93 | 7.51 | 11.20 |
| Yield(%) | 0.00 | 8.65 | 6.48 | 6.33 | 7.56 | 8.79 | 7.42 | … | … | 0.00 | 8.66 | 7.07 | 0.36 | 3.22 | 16.17 | 0.32 | 2.44 | 9.10 | 0.00 | 1.39 | 3.18 | 11.43 | 18.44 | 3.32 | 0.48 | 0.08 | 0.00 | 3.06 | 10.91 | 1.93 |
Data as of 06/05/2026, Common starting date is 01/06/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHTAX (Diamond Hill Select Fund Class) |
-13.56%
Feb 2006 – Feb 2009 |
-1.59%
Mar 2015 – Mar 2020 |
6.10%
Jun 2006 – Jun 2016 |
7.40%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHTAX (Diamond Hill Select Fund Class) |
26.49%
Mar 2020 – Mar 2023 |
23.46%
Feb 2009 – Feb 2014 |
15.24%
Sep 2011 – Sep 2021 |
14.99%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart