Diamond Hill Small-Mid Cap I (DHMIX)

23.57 +0.45 (+1.95%) USD  |  Mar 21 2023
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DHMIX Performance

Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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--
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--
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of March 21, 2023. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
YTD
Diamond Hill Small-Mid Cap I
41.64%
7.36%
1.32%
18.18%
8.63%
-12.56%
27.74%
1.31%
31.14%
-13.62%
1.12%
S&P 500 Total Return
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
4.67%
Diamond Hill Mid Cap Y
--
8.02%
0.84%
18.76%
10.52%
-10.17%
25.91%
-1.66%
31.41%
-13.31%
-3.56%
Diamond Hill Select I
44.35%
11.57%
-1.14%
9.62%
20.33%
-12.02%
30.77%
14.57%
33.39%
-17.20%
3.30%
Transamerica Mid Cap Value Opps I
--
--
2.09%
16.09%
9.66%
-8.23%
24.82%
4.18%
25.81%
-6.57%
-2.31%
BlackRock Mid-Cap Value Institutional
33.72%
6.68%
-6.69%
22.77%
8.82%
-9.51%
29.54%
7.18%
26.34%
-4.01%
-0.82%
As of March 21, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Diamond Hill Small-Mid Cap I
-8.57%
0.60%
1.79%
-9.30%
27.02%
5.14%
8.34%
9.03%
--
8.11%
S&P 500 Total Return
0.30%
3.66%
6.56%
-8.73%
22.15%
10.02%
12.12%
9.83%
9.93%
9.82%
Diamond Hill Mid Cap Y
-11.22%
-3.58%
0.42%
-13.97%
24.73%
3.86%
--
--
--
6.23%
Diamond Hill Select I
-7.85%
2.66%
3.03%
-12.86%
30.90%
8.29%
10.80%
9.10%
--
8.62%
Transamerica Mid Cap Value Opps I
-6.38%
-1.84%
0.03%
-9.34%
26.00%
6.56%
--
--
--
7.96%
BlackRock Mid-Cap Value Institutional
-5.90%
-0.63%
4.54%
-7.34%
28.31%
8.40%
9.12%
9.16%
10.32%
10.24%
As of March 21, 2023. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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--
--
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Downside
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Capture Ratio
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As of February 28, 2023