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Diamond Hill Research Opportunities Y (DROYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.76+0.19 (+0.84%)
At close: 08:00PM EDT

Performance overview

Morningstar return rating★
Year-to-date return12.04%
5-year average return4.93%
Number of years up7
Number of years down2
Best 1-yr total return (3 Feb 2019)32.99%
Worst 1-yr total return (3 Feb 2019)-12.73%
Best 3-yr total return32.99%
Worst 3-yr total return2.91%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDROYXCategory
YTD-9.16%14.84%
1-month-1.68%1.65%
3-month6.32%7.55%
1-year-1.56%40.47%
3-year1.85%16.77%
5-year4.48%16.15%
10-year7.78%13.21%
Last bull market21.35%24.09%
Last bear market-12.88%-17.61%

Annual total return (%) history

Year
DROYXCategory
2020
N/A15.83%
2019
25.64%28.78%
2018
-12.73%-6.27%
2017
13.47%20.44%
2016
10.05%10.37%
2015
-4.91%-1.07%
2014
7.37%10.96%
2013
32.99%31.50%
2012
12.17%14.96%
2011
1.99%-1.27%
2010
11.74%14.01%
2009
N/A28.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-27.20%17.36%6.32%N/A
20199.80%3.78%1.75%8.37%
2018-4.27%4.94%3.50%-16.07%
20174.44%3.59%-1.11%6.07%
2016-0.30%-0.96%6.09%5.06%
20152.47%1.21%-8.39%0.09%
20141.66%3.73%-2.94%4.90%
201313.02%5.16%3.94%7.66%
201213.37%-5.84%3.22%1.80%
20114.38%0.79%-10.88%8.77%
20101.68%-6.04%6.79%9.52%
200920.86%11.33%5.03%N/A

Rank in category (by total return)

YTD97
1-month10
3-month84
1-year95
3-year97
5-year98

Load adjusted returns

1-year-1.56%
3-year1.85%
5-year4.48%
10-year7.78%