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Diamond Hill Mid Cap I (DHPIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.31-0.12 (-0.69%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.74%
5-Year Average Return8.13%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (May 30, 2024)31.29%
Worst 1 Yr Total Return (May 30, 2024)N/A
Best 3-Yr Total Return31.29%
Worst 3-Yr Total Return3.49%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDHPIXCategory
YTD4.04%21.28%
1-Month-5.03%-1.96%
3-Month4.17%4.90%
1-Year15.97%55.83%
3-Year2.33%11.08%
5-Year5.98%11.93%
10-Year7.25%10.64%
Last Bull Market31.70%25.54%
Last Bear Market-15.57%-22.08%

Annual Total Return (%) History

Year
DHPIXCategory
2024
N/AN/A
2023
9.44%N/A
2022
-13.39%N/A
2021
31.29%N/A
2020
-1.76%2.63%
2019
25.82%25.18%
2018
-10.31%-12.86%
2017
10.47%13.22%
2016
18.56%18.06%
2015
0.74%-5.41%
2014
7.91%9.31%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.55%N/AN/AN/A
2023-1.95%4.64%-6.27%13.80%
2022-2.41%-15.57%-4.94%10.57%
202113.62%5.96%1.16%7.80%
2020-36.76%19.48%6.40%22.19%
201913.59%3.91%0.64%5.91%
2018-0.88%2.43%2.16%-13.53%
20172.93%1.15%2.21%3.81%
20162.98%2.35%4.59%7.55%
20154.01%0.54%-5.44%1.88%
20142.00%5.29%-5.12%5.90%

Rank In Category (By Total Return)

YTD24
1-Month43
3-Month45
1-Year34
3-Year83
5-Year88

Load Adjusted Returns

1-Year15.97%
3-Year2.33%
5-Year5.98%
10-Year7.25%