Canada markets open in 5 hours 39 minutes

Diamond Hill All Cap Select Fund Class C (DHTCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
18.44+0.15 (+0.82%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return14.30%
5-Year Average Return7.69%
Number of Years Up11
Number of Years Down4
Best 1 Yr Total Return (Feb 3, 2019)43.08%
Worst 1 Yr Total Return (Feb 3, 2019)-33.48%
Best 3-Yr Total Return43.08%
Worst 3-Yr Total Return-7.62%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDHTCXCategory
YTD8.53%14.84%
1-Month4.24%1.65%
3-Month15.47%7.55%
1-Year21.56%40.47%
3-Year10.96%16.77%
5-Year8.96%16.15%
10-Year0.00%13.21%
Last Bull Market19.79%24.09%
Last Bear Market-18.81%-17.61%

Annual Total Return (%) History

Year
DHTCXCategory
2020
13.42%15.83%
2019
29.39%28.78%
2018
-12.93%-6.27%
2017
19.07%20.44%
2016
8.51%10.37%
2015
-2.21%-1.07%
2014
10.46%10.96%
2013
43.08%31.50%
2012
10.44%14.96%
2011
-3.26%-1.27%
2010
9.96%14.01%
2009
31.86%28.17%
2008
-33.48%-37.79%
2007
4.78%6.16%
2006
13.11%14.17%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-34.18%24.04%11.77%24.29%
201911.68%3.94%1.82%9.48%
2018-1.46%1.81%3.43%-16.10%
20174.65%1.20%4.32%7.77%
2016-4.73%-2.57%8.82%7.42%
20155.26%1.06%-8.85%0.84%
20142.76%3.46%-1.93%5.94%
201314.44%7.25%6.04%9.94%
201210.73%-6.55%5.28%1.38%
20114.07%0.78%-16.68%10.71%
20103.69%-11.33%8.76%9.96%
2009-12.39%19.70%16.03%8.36%
2008-7.77%-2.16%-6.61%-21.08%
20070.18%5.81%1.61%-2.72%
20063.10%1.45%-1.05%9.29%

Rank In Category (By Total Return)

YTD41
1-Month41
3-Month4
1-Year49
3-Year87
5-Year87

Load Adjusted Returns

1-Year15.67%
3-Year6.79%
5-Year12.41%
10-Year10.34%