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Diamond Hill Large Cap Inv (DHLAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.73+0.19 (+0.57%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.34%
5-year average return9.21%
Number of years up17
Number of years down5
Best 1-yr total return (2 May 2024)36.33%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return36.33%
Worst 3-yr total return5.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDHLAXCategory
YTD5.26%17.52%
1-month-4.79%-0.87%
3-month5.13%5.51%
1-year18.25%42.88%
3-year3.70%11.93%
5-year8.97%12.07%
10-year9.38%10.95%
Last bull market27.80%23.18%
Last bear market-14.87%-17.87%

Annual total return (%) history

Year
DHLAXCategory
2024
N/AN/A
2023
13.31%N/A
2022
-13.66%N/A
2021
25.42%N/A
2020
8.65%2.91%
2019
31.80%25.04%
2018
-9.88%-8.53%
2017
19.95%15.94%
2016
14.26%14.81%
2015
-1.10%-4.05%
2014
10.42%10.21%
2013
36.33%31.21%
2012
12.29%14.57%
2011
2.35%-0.75%
2010
9.29%13.66%
2009
30.21%24.13%
2008
-34.06%-37.09%
2007
5.42%1.42%
2006
15.06%18.15%
2005
16.19%5.95%
2004
21.12%12.97%
2003
31.92%28.44%
2002
-20.74%-18.69%
2001
N/A-4.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.56%N/AN/AN/A
2023-0.80%5.94%-3.17%11.34%
2022-3.38%-14.87%-5.38%10.93%
202110.59%4.10%-0.26%9.22%
2020-26.85%17.95%9.64%14.86%
201913.06%6.88%0.98%8.01%
2018-3.86%0.90%7.56%-13.63%
20176.29%2.94%3.80%5.61%
20161.07%1.02%5.71%5.87%
20150.04%1.72%-8.22%5.90%
20141.63%4.17%-1.19%5.56%
201311.49%6.13%5.42%9.30%
20129.36%-5.26%7.35%0.96%
20115.28%0.58%-15.02%13.74%
20104.41%-12.59%9.41%9.45%
2009-11.94%17.90%16.74%7.43%
2008-6.46%-2.30%-8.01%-21.56%
20070.37%5.18%1.91%-2.01%
20064.02%0.93%1.32%8.17%
20053.12%1.32%9.03%2.00%
20043.77%4.29%2.50%9.19%
2003-4.70%17.20%2.39%15.36%
20023.48%-14.22%-17.69%8.49%
2001-10.40%12.38%N/AN/A

Rank in category (by total return)

YTD33
1-month78
3-month24
1-year22
3-year88
5-year56

Load adjusted returns

1-year18.25%
3-year3.70%
5-year8.97%
10-year9.38%