Singapore markets closed

Diamond Hill Small-Mid Cap Inv (DHMAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
25.86-0.33 (-1.26%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.01%
5-year average return6.86%
Number of years up13
Number of years down5
Best 1-yr total return (24 Apr 2024)41.25%
Worst 1-yr total return (24 Apr 2024)N/A
Best 3-yr total return41.25%
Worst 3-yr total return3.63%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDHMAXCategory
YTD7.26%21.28%
1-month4.34%-1.96%
3-month7.26%4.90%
1-year16.02%55.83%
3-year5.37%11.08%
5-year8.73%11.93%
10-year7.39%10.64%
Last bull market48.91%25.54%
Last bear market-14.28%-22.08%

Annual total return (%) history

Year
DHMAXCategory
2024
N/AN/A
2023
11.12%N/A
2022
-13.86%N/A
2021
30.78%N/A
2020
1.03%2.63%
2019
27.33%25.18%
2018
-12.80%-12.86%
2017
8.35%13.22%
2016
17.81%18.06%
2015
0.98%-5.41%
2014
7.17%9.31%
2013
41.25%35.14%
2012
15.43%16.60%
2011
-4.19%-3.96%
2010
23.03%21.92%
2009
40.77%35.41%
2008
-30.01%-36.77%
2007
-0.91%0.83%
2006
9.81%15.87%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.26%N/AN/AN/A
20232.73%3.30%-7.12%12.74%
2022-3.14%-14.28%-3.48%7.48%
202114.76%5.34%1.02%7.08%
2020-35.84%20.30%6.26%23.19%
201913.66%3.50%0.82%7.35%
2018-1.26%2.78%0.89%-14.83%
20172.50%0.92%2.56%2.13%
20162.62%2.45%5.30%6.41%
20154.20%0.89%-5.03%1.15%
20142.03%5.36%-6.09%6.16%
201316.45%3.99%6.92%9.09%
201210.76%-5.47%6.04%3.98%
20115.89%-0.23%-19.05%12.03%
20106.65%-6.88%10.54%12.07%
2009-15.15%30.19%19.70%6.46%
2008-3.05%2.65%-7.37%-24.08%
20070.82%5.64%-3.61%-3.48%
20065.80%-0.95%-3.15%8.19%

Rank in category (by total return)

YTD58
1-month89
3-month58
1-year78
3-year84
5-year80

Load adjusted returns

1-year16.02%
3-year5.37%
5-year8.73%
10-year7.39%