UK markets closed

Diamond Hill Research Opportunities A (DHROX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
22.33+0.19 (+0.86%)
At close: 08:00PM EDT

Performance overview

Morningstar return rating★
Year-to-date return12.00%
5-year average return4.51%
Number of years up6
Number of years down2
Best 1-yr total return (3 Feb 2019)32.42%
Worst 1-yr total return (3 Feb 2019)-13.06%
Best 3-yr total return32.42%
Worst 3-yr total return2.50%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDHROXCategory
YTD-9.47%14.84%
1-month-1.71%1.65%
3-month6.21%7.55%
1-year-1.97%40.47%
3-year1.41%16.77%
5-year4.05%16.15%
10-year7.37%13.21%
Last bull market21.14%24.09%
Last bear market-12.97%-17.61%

Annual total return (%) history

Year
DHROXCategory
2020
N/A15.83%
2019
25.13%28.78%
2018
-13.06%-6.27%
2017
12.98%20.44%
2016
9.64%10.37%
2015
-5.29%-1.07%
2014
6.96%10.96%
2013
32.42%31.50%
2012
11.73%14.96%
2011
1.57%-1.27%
2010
11.29%14.01%
2009
N/A28.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-27.26%17.18%6.21%N/A
20199.66%3.71%1.61%8.28%
2018-4.33%4.84%3.39%-16.16%
20174.34%3.44%-1.17%5.92%
2016-0.41%-1.02%5.92%5.01%
20152.40%1.08%-8.49%-0.01%
20141.58%3.62%-3.04%4.80%
201312.92%5.02%3.82%7.56%
201213.31%-6.01%3.17%1.68%
20114.27%0.69%-10.96%8.65%
20101.59%-6.13%6.68%9.40%
200920.75%11.21%4.92%N/A

Rank in category (by total return)

YTD97
1-month11
3-month84
1-year96
3-year98
5-year98

Load adjusted returns

1-year-6.88%
3-year-0.30%
5-year2.99%
10-year6.82%