Singapore markets closed

Diamond Hill Large Cap Fund Class C (DHLCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
29.75+0.01 (+0.03%)
As of 08:01PM EDT. Market open.

Performance overview

Morningstar return rating★★★★
Year-to-date return9.28%
5-year average return8.48%
Number of years up15
Number of years down4
Best 1-yr total return (3 Feb 2019)35.33%
Worst 1-yr total return (3 Feb 2019)-34.64%
Best 3-yr total return35.33%
Worst 3-yr total return-7.90%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDHLCXCategory
YTD4.02%4.44%
1-month1.78%-4.04%
3-month7.82%4.09%
1-year10.99%14.37%
3-year9.46%6.04%
5-year9.43%9.20%
10-year0.00%8.57%
Last bull market22.87%22.97%
Last bear market-17.32%-11.27%

Annual total return (%) history

Year
DHLCXCategory
2020
7.84%2.91%
2019
30.84%25.04%
2018
-10.57%-8.53%
2017
19.04%15.94%
2016
13.40%14.81%
2015
-1.83%-4.05%
2014
9.60%10.21%
2013
35.33%31.21%
2012
11.49%14.57%
2011
1.55%-0.75%
2010
8.45%13.66%
2009
29.34%24.13%
2008
-34.64%-37.09%
2007
4.68%1.42%
2006
14.18%18.15%
2005
15.25%5.95%
2004
20.33%12.97%
2003
31.04%28.44%
2002
-21.73%-18.69%
2001
N/A-4.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-27.01%17.75%9.44%14.65%
201912.87%6.66%0.80%7.81%
2018-4.03%0.71%7.35%-13.81%
20176.11%2.71%3.60%5.44%
20160.88%0.82%5.52%5.67%
2015-0.14%1.52%-8.38%5.69%
20141.45%3.96%-1.38%5.38%
201311.33%5.90%5.20%9.11%
20129.20%-5.38%7.10%0.76%
20115.11%0.33%-15.13%13.46%
20104.17%-12.75%9.18%9.28%
2009-12.07%17.63%16.60%7.24%
2008-6.69%-2.50%-8.26%-21.69%
20070.19%4.99%1.72%-2.17%
20063.82%0.75%1.08%8.00%
20052.84%1.11%8.83%1.85%
20043.62%4.15%2.26%9.03%
2003-4.74%16.94%2.18%15.12%
20023.18%-14.55%-18.04%8.31%
200112.28%N/AN/AN/A

Rank in category (by total return)

YTD96
1-month96
3-month81
1-year25
3-year25
5-year20

Load adjusted returns

1-year7.49%
3-year5.86%
5-year12.14%
10-year10.42%