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Diamond Hill Funds - Diamond Hill Research Opportunities Fund (DHROX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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22.33+0.19 (+0.86%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return Rating★
Year-to-Date Return12.00%
5-Year Average Return4.51%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Feb 3, 2019)32.42%
Worst 1 Yr Total Return (Feb 3, 2019)-13.06%
Best 3-Yr Total Return32.42%
Worst 3-Yr Total Return2.50%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDHROXCategory
YTD-9.47%5.31%
1-Month-1.71%-4.19%
3-Month6.21%3.90%
1-Year-1.97%20.31%
3-Year1.41%6.48%
5-Year4.05%11.78%
10-Year7.37%10.96%
Last Bull Market21.14%25.56%
Last Bear Market-12.97%-15.11%

Annual Total Return (%) History

Year
DHROXCategory
2020
N/A15.83%
2019
25.13%28.78%
2018
-13.06%-6.27%
2017
12.98%20.44%
2016
9.64%10.37%
2015
-5.29%-1.07%
2014
6.96%10.96%
2013
32.42%31.50%
2012
11.73%14.96%
2011
1.57%-1.27%
2010
11.29%14.01%
2009
N/A28.17%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-27.26%17.18%6.21%N/A
20199.66%3.71%1.61%8.28%
2018-4.33%4.84%3.39%-16.16%
20174.34%3.44%-1.17%5.92%
2016-0.41%-1.02%5.92%5.01%
20152.40%1.08%-8.49%-0.01%
20141.58%3.62%-3.04%4.80%
201312.92%5.02%3.82%7.56%
201213.31%-6.01%3.17%1.68%
20114.27%0.69%-10.96%8.65%
20101.59%-6.13%6.68%9.40%
200920.75%11.21%4.92%N/A

Rank In Category (By Total Return)

YTD97
1-Month11
3-Month84
1-Year96
3-Year98
5-Year98

Load Adjusted Returns

1-Year-6.88%
3-Year-0.30%
5-Year2.99%
10-Year6.82%