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Diamond Hill Long-Short I (DHLSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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29.09+0.10 (+0.34%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.02%
5-Year Average Return7.15%
Number of Years Up13
Number of Years Down5
Best 1 Yr Total Return (May 2, 2024)23.19%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return23.19%
Worst 3-Yr Total Return2.89%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDHLSXCategory
YTD7.43%9.18%
1-Month-1.97%-0.20%
3-Month4.63%3.85%
1-Year17.18%22.90%
3-Year5.22%7.45%
5-Year7.03%7.00%
10-Year6.22%4.81%
Last Bull Market18.98%11.80%
Last Bear Market-9.02%-12.04%

Annual Total Return (%) History

Year
DHLSXCategory
2024
N/AN/A
2023
12.40%N/A
2022
-8.45%N/A
2021
19.40%N/A
2020
-0.27%7.89%
2019
23.11%11.90%
2018
-7.04%-6.29%
2017
5.99%11.18%
2016
10.55%2.34%
2015
-1.40%-2.02%
2014
7.55%2.92%
2013
23.19%14.62%
2012
8.77%5.15%
2011
3.29%-2.81%
2010
0.03%4.13%
2009
18.39%10.46%
2008
-23.36%-15.40%
2007
3.59%4.42%
2006
17.37%7.23%
2005
N/A4.77%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.58%N/AN/AN/A
20230.56%3.27%1.23%6.92%
20220.07%-9.02%-5.25%6.13%
20218.80%4.15%1.20%4.12%
2020-23.39%13.50%0.81%13.78%
20198.92%6.89%1.29%4.39%
2018-2.05%0.39%5.59%-10.47%
20172.87%0.69%-0.57%2.92%
20160.42%-1.63%6.05%5.53%
2015-0.17%1.08%-6.06%4.01%
20141.78%3.97%-1.30%2.98%
20138.66%3.51%3.00%6.33%
20127.21%-4.08%5.34%0.41%
20114.20%-0.53%-9.58%10.21%
2010-1.04%-8.43%5.31%4.82%
2009-8.87%13.05%8.19%6.21%
2008-0.43%-1.80%-7.26%-15.49%
2007-1.02%1.03%2.63%0.94%
20065.34%2.19%0.06%8.98%
20050.68%9.73%3.36%N/A

Rank In Category (By Total Return)

YTD18
1-Month35
3-Month26
1-Year25
3-Year38
5-Year40

Load Adjusted Returns

1-Year17.18%
3-Year5.22%
5-Year7.03%
10-Year6.22%