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Diamond Hill Mid Cap Inv (DHPAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.33-0.11 (-0.63%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.54%
5-Year Average Return7.78%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (May 30, 2024)30.87%
Worst 1 Yr Total Return (May 30, 2024)N/A
Best 3-Yr Total Return30.87%
Worst 3-Yr Total Return3.19%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDHPAXCategory
YTD3.91%21.28%
1-Month-5.08%-1.96%
3-Month4.10%4.90%
1-Year15.59%55.83%
3-Year2.02%11.08%
5-Year5.66%11.93%
10-Year6.93%10.64%
Last Bull Market31.57%25.54%
Last Bear Market-15.64%-22.08%

Annual Total Return (%) History

Year
DHPAXCategory
2024
N/AN/A
2023
9.13%N/A
2022
-13.66%N/A
2021
30.87%N/A
2020
-2.01%2.63%
2019
25.36%25.18%
2018
-10.56%-12.86%
2017
10.13%13.22%
2016
18.29%18.06%
2015
0.44%-5.41%
2014
7.57%9.31%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.47%N/AN/AN/A
2023-2.02%4.59%-6.37%13.73%
2022-2.47%-15.64%-4.96%10.41%
202113.52%5.86%1.11%7.70%
2020-36.75%19.33%6.33%22.09%
201913.54%3.70%0.64%5.78%
2018-1.02%2.44%2.02%-13.54%
20172.86%1.00%2.22%3.71%
20162.99%2.27%4.52%7.46%
20153.93%0.54%-5.55%1.77%
20141.90%5.20%-5.13%5.77%

Rank In Category (By Total Return)

YTD25
1-Month44
3-Month47
1-Year40
3-Year84
5-Year89

Load Adjusted Returns

1-Year15.59%
3-Year2.02%
5-Year5.66%
10-Year6.93%