UK markets closed

Diamond Hill Small Cap A (DHSCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
23.99-0.25 (-1.03%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.87%
5-year average return8.58%
Number of years up15
Number of years down8
Best 1-yr total return (4 Jul 2024)39.70%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return39.70%
Worst 3-yr total return0.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDHSCXCategory
YTD3.27%26.79%
1-month-1.50%-1.77%
3-month-3.49%4.45%
1-year12.46%71.02%
3-year5.80%9.35%
5-year9.06%12.17%
10-year5.58%9.95%
Last bull market32.19%28.07%
Last bear market-15.35%-24.24%

Annual total return (%) history

Year
DHSCXCategory
2024
N/AN/A
2023
22.94%N/A
2022
-15.02%N/A
2021
32.45%N/A
2020
-0.55%4.02%
2019
21.36%21.43%
2018
-15.12%-15.46%
2017
10.62%8.54%
2016
14.10%25.99%
2015
-3.73%-6.71%
2014
4.60%3.34%
2013
39.70%36.22%
2012
12.88%16.00%
2011
-7.17%-4.45%
2010
22.99%26.17%
2009
28.92%31.32%
2008
-25.99%-32.24%
2007
-3.79%-6.08%
2006
7.03%16.27%
2005
12.90%6.40%
2004
29.26%21.14%
2003
50.18%42.38%
2002
-8.23%-10.12%
2001
25.46%15.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.01%-3.49%N/AN/A
20236.23%6.27%-5.69%15.47%
2022-4.52%-15.35%-1.60%6.86%
202115.89%4.12%1.87%7.74%
2020-36.22%16.32%5.87%26.62%
20199.84%1.79%0.58%7.92%
2018-1.04%1.50%1.68%-16.89%
20170.79%0.89%4.80%3.80%
20160.52%1.84%3.42%7.79%
20152.73%-0.15%-5.29%-0.90%
20141.96%6.09%-5.91%2.78%
201316.47%3.54%7.31%7.95%
20129.51%-4.80%5.04%3.08%
20114.50%-0.63%-18.92%10.27%
20107.56%-6.63%9.81%11.53%
2009-13.91%21.57%17.28%5.03%
2008-1.82%0.41%-3.56%-22.15%
2007-0.52%6.55%-5.28%-4.17%
20066.47%-2.94%-4.69%8.66%
2005-2.01%4.39%7.95%2.25%
20046.66%3.57%3.98%12.54%
2003-8.97%28.68%11.22%15.27%
200211.39%-5.55%-19.03%7.72%
20018.40%18.54%-22.80%26.47%

Rank in category (by total return)

YTD18
1-month17
3-month39
1-year39
3-year19
5-year45

Load adjusted returns

1-year12.46%
3-year5.80%
5-year9.06%
10-year5.58%