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Diamond Hill All Cap Select Y (DHTYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.62-0.03 (-0.13%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.75%
5-year average return14.42%
Number of years up9
Number of years down3
Best 1-yr total return (17 Apr 2024)44.70%
Worst 1-yr total return (17 Apr 2024)N/A
Best 3-yr total return44.70%
Worst 3-yr total return5.18%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDHTYXCategory
YTD12.51%21.28%
1-month5.49%-1.96%
3-month12.51%4.90%
1-year37.90%55.83%
3-year12.19%11.08%
5-year16.90%11.93%
10-year11.80%10.64%
Last bull market57.32%25.54%
Last bear market-17.77%-22.08%

Annual total return (%) history

Year
DHTYXCategory
2024
N/AN/A
2023
30.69%N/A
2022
-17.10%N/A
2021
33.55%N/A
2020
14.70%2.63%
2019
30.96%25.18%
2018
-11.95%-12.86%
2017
20.45%13.22%
2016
9.72%18.06%
2015
-1.06%-5.41%
2014
11.74%9.31%
2013
44.70%35.14%
2012
11.69%16.60%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.51%N/AN/AN/A
20236.62%10.43%-5.97%18.04%
2022-1.74%-17.77%-3.52%6.35%
202115.27%6.37%1.09%7.74%
2020-33.96%24.33%12.05%24.68%
201912.01%4.20%2.08%9.91%
2018-1.18%2.07%3.75%-15.86%
20174.99%1.42%4.69%8.05%
2016-4.51%-2.28%9.07%7.81%
20155.56%1.39%-8.65%1.21%
20143.08%3.73%-1.66%6.26%
201314.77%7.52%6.37%10.25%
201211.05%-6.33%5.56%1.71%

Rank in category (by total return)

YTD1
1-month43
3-month1
1-year3
3-year7
5-year2

Load adjusted returns

1-year37.90%
3-year12.19%
5-year16.90%
10-year11.80%