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Diamond Hill Small-Mid Cap Inv (DHMAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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25.16-0.32 (-1.26%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.75%
5-Year Average Return6.72%
Number of Years Up13
Number of Years Down5
Best 1 Yr Total Return (Jun 13, 2024)41.25%
Worst 1 Yr Total Return (Jun 13, 2024)N/A
Best 3-Yr Total Return41.25%
Worst 3-Yr Total Return3.63%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDHMAXCategory
YTD2.72%21.28%
1-Month2.24%-1.96%
3-Month-0.08%4.90%
1-Year17.46%55.83%
3-Year1.12%11.08%
5-Year8.37%11.93%
10-Year6.76%10.64%
Last Bull Market29.72%25.54%
Last Bear Market-14.28%-22.08%

Annual Total Return (%) History

Year
DHMAXCategory
2024
N/AN/A
2023
11.12%N/A
2022
-13.86%N/A
2021
30.78%N/A
2020
1.03%2.63%
2019
27.33%25.18%
2018
-12.80%-12.86%
2017
8.35%13.22%
2016
17.81%18.06%
2015
0.98%-5.41%
2014
7.17%9.31%
2013
41.25%35.14%
2012
15.43%16.60%
2011
-4.19%-3.96%
2010
23.03%21.92%
2009
40.77%35.41%
2008
-30.01%-36.77%
2007
-0.91%0.83%
2006
9.81%15.87%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.26%N/AN/AN/A
20232.73%3.30%-7.12%12.74%
2022-3.14%-14.28%-3.48%7.48%
202114.76%5.34%1.02%7.08%
2020-35.84%20.30%6.26%23.19%
201913.66%3.50%0.82%7.35%
2018-1.26%2.78%0.89%-14.83%
20172.50%0.92%2.56%2.13%
20162.62%2.45%5.30%6.41%
20154.20%0.89%-5.03%1.15%
20142.03%5.36%-6.09%6.16%
201316.45%3.99%6.92%9.09%
201210.76%-5.47%6.04%3.98%
20115.89%-0.23%-19.05%12.03%
20106.65%-6.88%10.54%12.07%
2009-15.15%30.19%19.70%6.46%
2008-3.05%2.65%-7.37%-24.08%
20070.82%5.64%-3.61%-3.48%
20065.80%-0.95%-3.15%8.19%

Rank In Category (By Total Return)

YTD85
1-Month88
3-Month97
1-Year84
3-Year91
5-Year90

Load Adjusted Returns

1-Year17.46%
3-Year1.12%
5-Year8.37%
10-Year6.76%