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Diamond Hill Large Cap I (DHLRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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34.20+0.09 (+0.26%)
At close: 06:26PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.26%
5-year average return9.79%
Number of years up14
Number of years down4
Best 1-yr total return (5 May 2024)36.60%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return36.60%
Worst 3-yr total return5.88%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDHLRXCategory
YTD5.35%17.52%
1-month-4.78%-0.87%
3-month5.21%5.51%
1-year18.59%42.88%
3-year4.01%11.93%
5-year9.29%12.07%
10-year9.69%10.95%
Last bull market27.98%23.18%
Last bear market-14.81%-17.87%

Annual total return (%) history

Year
DHLRXCategory
2024
N/AN/A
2023
13.66%N/A
2022
-13.38%N/A
2021
25.75%N/A
2020
8.97%2.91%
2019
32.18%25.04%
2018
-9.63%-8.53%
2017
20.30%15.94%
2016
14.63%14.81%
2015
-0.85%-4.05%
2014
10.74%10.21%
2013
36.60%31.21%
2012
12.62%14.57%
2011
2.60%-0.75%
2010
9.72%13.66%
2009
30.71%24.13%
2008
-33.82%-37.09%
2007
5.88%1.42%
2006
15.49%18.15%
2005
N/A5.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.63%N/AN/AN/A
2023-0.76%6.04%-3.08%11.43%
2022-3.31%-14.81%-5.27%11.01%
202110.66%4.20%-0.23%9.30%
2020-26.82%18.06%9.68%14.98%
201913.16%6.95%1.08%8.06%
2018-3.79%0.98%7.62%-13.56%
20176.34%3.00%3.90%5.72%
20161.16%1.10%5.81%5.93%
20150.09%1.79%-8.17%5.97%
20141.71%4.24%-1.14%5.65%
201311.56%6.15%5.49%9.34%
20129.46%-5.17%7.38%1.04%
20115.33%0.64%-14.96%13.82%
20104.47%-12.48%9.54%9.56%
2009-11.82%17.95%16.87%7.54%
2008-6.45%-2.17%-7.91%-21.48%
20070.49%5.28%2.02%-1.90%
20064.08%1.06%1.38%8.31%
20051.47%9.09%2.16%N/A

Rank in category (by total return)

YTD30
1-month78
3-month22
1-year20
3-year85
5-year47

Load adjusted returns

1-year18.59%
3-year4.01%
5-year9.29%
10-year9.69%