Nasdaq - Delayed Quote USD
Diamond Hill Funds - Diamond Hill Research Opportunities Fund (DROCX)
20.70
+0.17
+(0.83%)
As of April 28 at 8:00:11 PM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | 1 |
| YTD Return | 11.99% |
| 5y Average Return | 3.73% |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Feb 4, 2019) | 31.48% |
| Worst 1Y Total Return (Feb 4, 2019) | -13.74% |
| Best 3Y Total Return | 31.48% |
| Worst 3Y Total Return | 1.70% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
DROCX
Category
- YTD
- -10.00%
- 5.31%
- 1-Month
- -1.79%
- -4.19%
- 3-Month
- 5.97%
- 3.90%
- 1-Year
- -2.71%
- 20.31%
- 3-Year
- 0.65%
- 6.48%
- 5-Year
- 3.27%
- 11.78%
- 10-Year
- 6.55%
- 10.96%
- Last Bull Market
- 20.59%
- 25.56%
- Last Bear Market
- -13.30%
- -15.11%
Annual Total Return (%) History
Year
DROCX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2020 | -27.40% | 16.98% | 5.97% | -- |
| 2019 | 9.56% | 3.45% | 1.43% | 8.10% |
| 2018 | -4.51% | 4.68% | 3.17% | -16.36% |
| 2017 | 4.13% | 3.31% | -1.40% | 5.70% |
| 2016 | -0.63% | -1.21% | 5.77% | 4.75% |
| 2015 | 2.18% | 0.89% | -8.64% | -0.15% |
| 2014 | 1.38% | 3.42% | -3.18% | 4.58% |
| 2013 | 12.73% | 4.87% | 3.62% | 7.33% |
| 2012 | 13.13% | -6.18% | 3.01% | 1.44% |
| 2011 | 4.07% | 0.49% | -11.13% | 8.44% |
| 2010 | 1.40% | -6.31% | 6.48% | 9.20% |
| 2009 | 20.52% | 10.99% | 4.71% | -- |
Rank in Category (By Total Return)
| YTD | 98 |
| 1-Month | 12 |
| 3-Month | 86 |
| 1-Year | 97 |
| 3-Year | 99 |
| 5-Year | 99 |
Load Adjusted Returns
| 1-Year | -3.64% |
| 3-Year | 0.65% |
| 5-Year | 3.27% |
| 10-Year | 6.55% |
Performance & Risk
| YTD Return | 11.99% |
| 5y Average Return | 3.73% |
| Rank in Category (ytd) | 98 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.09 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Diamond Hill Funds |
| Net Assets | 33.45M |
| YTD Return | -10.00% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Dec 30, 2011 |
Fund Summary
The fund normally invests its assets primarily in U.S. equity securities of any size that Diamond Hill Capital Management, Inc. believes are undervalued. It may also invest up to 40% of its net assets in non-U.S. equity securities, including equity securities in emerging market countries. The Adviser focuses on estimating a company's value independent of its current stock price. To estimate a company's value, the Adviser concentrates on the fundamental economic drivers of the business. The fund may sell securities short.
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