DHSCX - Diamond Hill Small Cap A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return10.62%
5-Year Average Return12.17%
Number of Years Up12
Number of Years Down5
Best 1 Yr Total Return (Dec 30, 2017)50.18%
Worst 1 Yr Total Return (Dec 30, 2017)-25.99%
Best 3-Yr Total Return50.18%
Worst 3-Yr Total Return-8.65%

Trailing Returns (%) Vs. Benchmarks

ReturnDHSCXCategory
YTD10.62%8.54%
1-Month0.91%-0.16%
3-Month3.80%3.50%
1-Year10.62%8.54%
3-Year6.71%8.25%
5-Year12.17%12.23%
10-Year8.12%8.22%
Last Bull Market18.93%27.69%
Last Bear Market-21.70%-24.21%

Annual Total Return (%) History

Year
DHSCXCategory
2017
10.62%8.54%
2016
14.10%25.99%
2015
-3.73%-6.71%
2014
4.60%3.34%
2013
39.70%36.22%
2012
12.88%16.00%
2011
-7.17%-4.45%
2010
22.99%26.17%
2009
28.92%31.32%
2008
-25.99%-32.24%
2007
-3.79%-6.08%
2006
7.03%16.27%
2005
12.90%6.40%
2004
29.26%21.14%
2003
50.18%42.38%
2002
-8.23%-10.12%
2001
25.46%15.92%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20170.79%0.89%4.80%3.80%
20160.52%1.84%3.42%7.79%
20152.73%-0.15%-5.29%-0.90%
20141.96%6.09%-5.91%2.78%
201316.47%3.54%7.31%7.95%
20129.51%-4.80%5.04%3.08%
20114.50%-0.63%-18.92%10.27%
20107.56%-6.63%9.81%11.53%
2009-13.91%21.57%17.28%5.03%
2008-1.82%0.41%-3.56%-22.15%
2007-0.52%6.55%-5.28%-4.17%
20066.47%-2.94%-4.69%8.66%
2005-2.01%4.39%7.95%2.25%
20046.66%3.57%3.98%12.54%
2003-8.97%28.68%11.22%15.27%
200211.39%-5.55%-19.03%7.72%
20018.40%18.54%-22.80%26.47%

Rank In Category (By Total Return)

YTD33
1-Month14
3-Month41
1-Year33
3-Year78
5-Year63

Load Adjusted Returns

1-Year5.09%
3-Year4.90%
5-Year11.02%
10-Year7.57%