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Diamond Hill Research Opportunities C (DROCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.70+0.17 (+0.83%)
At close: 08:00PM EDT

Performance overview

Morningstar return rating★
Year-to-date return11.99%
5-year average return3.73%
Number of years up7
Number of years down2
Best 1-yr total return (3 Feb 2019)31.48%
Worst 1-yr total return (3 Feb 2019)-13.74%
Best 3-yr total return31.48%
Worst 3-yr total return1.70%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDROCXCategory
YTD-10.00%14.84%
1-month-1.79%1.65%
3-month5.97%7.55%
1-year-2.71%40.47%
3-year0.65%16.77%
5-year3.27%16.15%
10-year6.55%13.21%
Last bull market20.59%24.09%
Last bear market-13.30%-17.61%

Annual total return (%) history

Year
DROCXCategory
2020
N/A15.83%
2019
24.28%28.78%
2018
-13.74%-6.27%
2017
12.12%20.44%
2016
8.76%10.37%
2015
-5.96%-1.07%
2014
6.16%10.96%
2013
31.48%31.50%
2012
10.91%14.96%
2011
0.79%-1.27%
2010
10.46%14.01%
2009
N/A28.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-27.40%16.98%5.97%N/A
20199.56%3.45%1.43%8.10%
2018-4.51%4.68%3.17%-16.36%
20174.13%3.31%-1.40%5.70%
2016-0.63%-1.21%5.77%4.75%
20152.18%0.89%-8.64%-0.15%
20141.38%3.42%-3.18%4.58%
201312.73%4.87%3.62%7.33%
201213.13%-6.18%3.01%1.44%
20114.07%0.49%-11.13%8.44%
20101.40%-6.31%6.48%9.20%
200920.52%10.99%4.71%N/A

Rank in category (by total return)

YTD98
1-month12
3-month86
1-year97
3-year99
5-year99

Load adjusted returns

1-year-3.64%
3-year0.65%
5-year3.27%
10-year6.55%