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Diamond Hill Long-Short Inv (DIAMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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28.58+0.26 (+0.92%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.97%
5-Year Average Return8.31%
Number of Years Up16
Number of Years Down7
Best 1 Yr Total Return (May 30, 2024)22.92%
Worst 1 Yr Total Return (May 30, 2024)N/A
Best 3-Yr Total Return22.92%
Worst 3-Yr Total Return2.59%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDIAMXCategory
YTD7.31%9.18%
1-Month-2.00%-0.20%
3-Month4.54%3.85%
1-Year16.83%22.90%
3-Year4.90%7.45%
5-Year6.71%7.00%
10-Year5.92%4.81%
Last Bull Market18.88%11.80%
Last Bear Market-9.11%-12.04%

Annual Total Return (%) History

Year
DIAMXCategory
2024
N/AN/A
2023
12.12%N/A
2022
-8.74%N/A
2021
19.03%N/A
2020
-0.55%7.89%
2019
22.74%11.90%
2018
-7.30%-6.29%
2017
5.65%11.18%
2016
10.26%2.34%
2015
-1.67%-2.02%
2014
7.23%2.92%
2013
22.92%14.62%
2012
8.46%5.15%
2011
3.01%-2.81%
2010
-0.31%4.13%
2009
17.93%10.46%
2008
-23.65%-15.40%
2007
3.14%4.42%
2006
16.89%7.23%
2005
21.46%4.77%
2004
16.86%5.06%
2003
22.91%8.46%
2002
-10.40%2.05%
2001
6.11%5.37%
2000
N/A9.57%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.50%N/AN/AN/A
20230.54%3.18%1.16%6.84%
20220.04%-9.11%-5.31%6.00%
20218.73%4.09%1.09%4.04%
2020-23.43%13.41%0.74%13.67%
20198.82%6.82%1.21%4.33%
2018-2.10%0.28%5.58%-10.56%
20172.81%0.59%-0.62%2.80%
20160.39%-1.71%5.94%5.48%
2015-0.21%1.01%-6.11%3.90%
20141.71%3.89%-1.36%2.89%
20138.60%3.45%2.94%6.29%
20127.10%-4.18%5.29%0.37%
20114.12%-0.65%-9.57%10.12%
2010-1.10%-8.56%5.22%4.77%
2009-8.89%12.94%8.01%6.12%
2008-0.54%-1.86%-7.35%-15.56%
2007-1.13%0.93%2.48%0.86%
20065.16%2.14%-0.06%8.88%
20056.73%0.55%9.61%3.26%
20043.66%1.97%6.12%4.18%
2003-7.43%19.44%0.66%10.43%
200210.31%-8.33%-17.79%7.78%
20016.85%12.00%-26.08%19.96%
20003.70%-1.42%N/AN/A

Rank In Category (By Total Return)

YTD20
1-Month35
3-Month27
1-Year27
3-Year40
5-Year47

Load Adjusted Returns

1-Year16.83%
3-Year4.90%
5-Year6.71%
10-Year5.92%