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Diamond Hill Small-Mid Cap Y (DHMYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.94-0.16 (-0.61%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.15%
5-year average return7.29%
Number of years up10
Number of years down2
Best 1-yr total return (24 Apr 2024)41.88%
Worst 1-yr total return (24 Apr 2024)N/A
Best 3-yr total return41.88%
Worst 3-yr total return4.06%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDHMYXCategory
YTD7.36%21.28%
1-month4.38%-1.96%
3-month7.36%4.90%
1-year16.49%55.83%
3-year5.79%11.08%
5-year9.17%11.93%
10-year7.83%10.64%
Last bull market49.40%25.54%
Last bear market-14.18%-22.08%

Annual total return (%) history

Year
DHMYXCategory
2024
N/AN/A
2023
11.62%N/A
2022
-13.51%N/A
2021
31.24%N/A
2020
1.50%2.63%
2019
27.82%25.18%
2018
-12.42%-12.86%
2017
8.77%13.22%
2016
18.29%18.06%
2015
1.41%-5.41%
2014
7.60%9.31%
2013
41.88%35.14%
2012
15.84%16.60%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.36%N/AN/AN/A
20232.87%3.37%-7.00%12.87%
2022-3.06%-14.18%-3.38%7.59%
202114.88%5.41%1.11%7.18%
2020-35.77%20.45%6.40%23.32%
201913.78%3.60%0.95%7.42%
2018-1.11%2.88%0.96%-14.73%
20172.61%1.00%2.66%2.23%
20162.71%2.53%5.45%6.53%
20154.33%0.98%-4.98%1.30%
20142.13%5.48%-5.97%6.24%
201316.59%4.09%7.05%9.20%
201210.87%-5.36%6.15%4.01%

Rank in category (by total return)

YTD57
1-month87
3-month57
1-year75
3-year80
5-year73

Load adjusted returns

1-year16.49%
3-year5.79%
5-year9.17%
10-year7.83%