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Diamond Hill Small-Mid Cap C (DHMCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.50+0.38 (+1.72%)
At close: 08:00PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return12.20%
5-year average return6.52%
Number of years up11
Number of years down4
Best 1-yr total return (3 Feb 2019)40.21%
Worst 1-yr total return (3 Feb 2019)-30.54%
Best 3-yr total return40.21%
Worst 3-yr total return-9.34%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDHMCXCategory
YTD10.13%21.28%
1-month5.29%-1.96%
3-month16.57%4.90%
1-year13.75%55.83%
3-year6.39%11.08%
5-year6.65%11.93%
10-year0.00%10.64%
Last bull market21.58%25.54%
Last bear market-21.58%-22.08%

Annual total return (%) history

Year
DHMCXCategory
2020
0.29%2.63%
2019
26.40%25.18%
2018
-13.46%-12.86%
2017
7.49%13.22%
2016
16.98%18.06%
2015
0.24%-5.41%
2014
6.33%9.31%
2013
40.21%35.14%
2012
14.57%16.60%
2011
-4.89%-3.96%
2010
22.14%21.92%
2009
39.86%35.41%
2008
-30.54%-36.77%
2007
-1.65%0.83%
2006
9.08%15.87%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-35.97%20.08%6.06%22.98%
201913.45%3.34%0.61%7.16%
2018-1.42%2.59%0.68%-15.00%
20172.24%0.75%2.38%1.93%
20162.46%2.23%5.09%6.26%
20154.01%0.73%-5.21%0.95%
20141.85%5.14%-6.23%5.89%
201316.27%3.77%6.68%8.94%
201210.55%-5.61%5.78%3.81%
20115.73%-0.46%-19.14%11.77%
20106.40%-6.95%10.30%11.85%
2009-15.24%30.03%19.42%6.27%
2008-3.27%2.49%-7.57%-24.20%
20070.65%5.49%-3.82%-3.69%
20065.70%-1.14%-3.35%8.00%

Rank in category (by total return)

YTD67
1-month67
3-month61
1-year59
3-year66
5-year88

Load adjusted returns

1-year4.80%
3-year2.50%
5-year8.04%
10-year8.31%