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Diamond Hill Small-Mid Cap I (DHMIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.03+0.19 (+0.74%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.16%
5-year average return7.25%
Number of years up13
Number of years down5
Best 1-yr total return (21 Apr 2024)41.64%
Worst 1-yr total return (21 Apr 2024)N/A
Best 3-yr total return41.64%
Worst 3-yr total return3.93%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDHMIXCategory
YTD7.34%21.28%
1-month4.35%-1.96%
3-month7.34%4.90%
1-year16.36%55.83%
3-year5.67%11.08%
5-year9.05%11.93%
10-year7.69%10.64%
Last bull market49.23%25.54%
Last bear market-14.21%-22.08%

Annual total return (%) history

Year
DHMIXCategory
2024
N/AN/A
2023
11.47%N/A
2022
-13.62%N/A
2021
31.14%N/A
2020
1.31%2.63%
2019
27.74%25.18%
2018
-12.56%-12.86%
2017
8.63%13.22%
2016
18.18%18.06%
2015
1.32%-5.41%
2014
7.36%9.31%
2013
41.64%35.14%
2012
15.74%16.60%
2011
-3.86%-3.96%
2010
23.43%21.92%
2009
41.36%35.41%
2008
-29.77%-36.77%
2007
-0.44%0.83%
2006
10.18%15.87%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.34%N/AN/AN/A
20232.83%3.34%-7.02%12.83%
2022-3.07%-14.21%-3.43%7.56%
202114.87%5.39%1.08%7.16%
2020-35.83%20.51%6.30%23.26%
201913.75%3.61%0.86%7.46%
2018-1.16%2.84%0.92%-14.76%
20172.52%1.00%2.62%2.23%
20162.65%2.48%5.46%6.52%
20154.33%0.93%-4.99%1.26%
20142.07%5.43%-6.03%6.17%
201316.50%4.03%7.00%9.23%
201210.78%-5.36%6.07%4.08%
20116.03%-0.15%-18.95%12.05%
20106.74%-6.78%10.61%12.14%
2009-15.03%30.36%19.80%6.53%
2008-2.95%2.75%-7.35%-23.98%
20071.01%5.72%-3.52%-3.36%
20065.90%-0.85%-3.05%8.23%

Rank in category (by total return)

YTD58
1-month87
3-month58
1-year76
3-year81
5-year75

Load adjusted returns

1-year16.36%
3-year5.67%
5-year9.05%
10-year7.69%