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Diamond Hill Small Cap Fund Class C (DHSMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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28.68+0.48 (+1.70%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return11.97%
5-Year Average Return4.16%
Number of Years Up12
Number of Years Down7
Best 1 Yr Total Return (Feb 3, 2019)38.64%
Worst 1 Yr Total Return (Feb 3, 2019)-26.55%
Best 3-Yr Total Return38.64%
Worst 3-Yr Total Return-9.35%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDHSMXCategory
YTD10.39%26.79%
1-Month5.60%-1.77%
3-Month16.73%4.45%
1-Year11.60%71.02%
3-Year3.51%9.35%
5-Year4.35%12.17%
10-Year0.00%9.95%
Last Bull Market18.45%28.07%
Last Bear Market-21.97%-24.24%

Annual Total Return (%) History

Year
DHSMXCategory
2020
-1.33%4.02%
2019
20.46%21.43%
2018
-15.77%-15.46%
2017
9.80%8.54%
2016
13.25%25.99%
2015
-4.47%-6.71%
2014
3.86%3.34%
2013
38.64%36.22%
2012
12.04%16.00%
2011
-7.83%-4.45%
2010
22.01%26.17%
2009
27.99%31.32%
2008
-26.55%-32.24%
2007
-4.51%-6.08%
2006
6.23%16.27%
2005
12.05%6.40%
2004
28.40%21.14%
2003
49.15%42.38%
2002
-9.02%-10.12%
2001
N/A15.92%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-36.31%16.04%5.65%26.36%
20199.62%1.60%0.42%7.71%
2018-1.23%1.31%1.48%-17.06%
20170.59%0.69%4.66%3.58%
20160.33%1.67%3.21%7.58%
20152.50%-0.33%-5.46%-1.09%
20141.78%5.89%-6.09%2.61%
201316.26%3.34%7.11%7.74%
20129.28%-4.97%4.87%2.88%
20114.35%-0.83%-19.10%10.10%
20107.36%-6.81%9.59%11.28%
2009-14.06%21.32%17.08%4.85%
2008-2.05%0.29%-3.80%-22.28%
2007-0.75%6.38%-5.49%-4.31%
20066.24%-3.10%-4.88%8.49%
2005-2.21%4.18%7.79%2.03%
20046.44%3.37%3.81%12.41%
2003-9.11%28.47%11.04%15.02%
200211.38%-5.74%-19.34%7.43%
200118.37%-23.09%26.37%N/A

Rank In Category (By Total Return)

YTD100
1-Month100
3-Month96
1-Year90
3-Year85
5-Year97

Load Adjusted Returns

1-Year2.12%
3-Year-0.56%
5-Year5.64%
10-Year5.85%