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Diamond Hill Large Cap Y (DHLYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.800.00 (0.00%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.22%
5-year average return9.10%
Number of years up9
Number of years down3
Best 1-yr total return (2 Jul 2024)36.87%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return36.87%
Worst 3-yr total return6.00%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDHLYXCategory
YTD6.35%4.44%
1-month-1.02%-4.04%
3-month-3.89%4.09%
1-year14.92%14.37%
3-year4.63%6.04%
5-year9.51%9.20%
10-year9.48%8.57%
Last bull market28.02%22.97%
Last bear market-14.76%-11.27%

Annual total return (%) history

Year
DHLYXCategory
2024
N/AN/A
2023
13.78%11.63%
2022
-13.27%-5.90%
2021
25.89%26.22%
2020
9.07%2.91%
2019
32.34%25.04%
2018
-9.53%-8.53%
2017
20.42%15.94%
2016
14.74%14.81%
2015
-0.74%-4.05%
2014
10.89%10.21%
2013
36.87%31.21%
2012
12.79%14.57%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.65%-3.89%N/AN/A
2023-0.72%6.07%-3.07%11.48%
2022-3.28%-14.76%-5.26%11.04%
202110.69%4.22%-0.17%9.31%
2020-26.80%18.05%9.75%15.00%
201913.19%6.98%1.11%8.09%
2018-3.75%1.01%7.64%-13.55%
20176.38%3.04%3.89%5.75%
20161.16%1.15%5.80%5.99%
20150.13%1.79%-8.12%5.99%
20141.76%4.23%-1.09%5.70%
201311.63%6.21%5.49%9.45%
20129.53%-5.17%7.44%1.08%

Rank in category (by total return)

YTD62
1-month71
3-month90
1-year47
3-year81
5-year57

Load adjusted returns

1-year14.92%
3-year4.63%
5-year9.51%
10-year9.48%