Performance analysis of DHLX (Diamond Hill Large Cap Concentrated ETF)
Annual Return
Since Sep 29, 2025, DHLX has had an average annual return of +2.77%, underperforming the benchmark SPY, which returned +17.20% annual.
| 2026 | 2025 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.98% | +1.24% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.05% | +2.99% | -6.93% | +5.26% | -2.70% | -1.04% | +2.86% | +0.98% | |||||
| 2025 | -0.14% | -2.00% | +1.37% | +2.06% | +1.24% |
Drawdown analysis of DHLX (Diamond Hill Large Cap Concentrated ETF)
The maximum drawdown for the DHLX was -8.40%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current DHLX drawdown is -2.97%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -8.40% | Feb 27, 2026 | 20 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -4.47% | Oct 3, 2025 | 34 | Nov 20, 2025 | 14 | Dec 11, 2025 | 48 |
| -2.51% | Dec 24, 2025 | 16 | Jan 20, 2026 | 8 | Jan 30, 2026 | 24 |
| -1.03% | Feb 18, 2026 | 3 | Feb 23, 2026 | 3 | Feb 26, 2026 | 6 |
| -0.99% | Feb 4, 2026 | 3 | Feb 9, 2026 | 2 | Feb 11, 2026 | 5 |
| -0.71% | Feb 11, 2026 | 1 | Feb 12, 2026 | 1 | Feb 13, 2026 | 2 |
| -0.64% | Dec 15, 2025 | 1 | Dec 16, 2025 | 4 | Dec 22, 2025 | 5 |
| -0.48% | Sep 29, 2025 | 3 | Oct 2, 2025 | 1 | Oct 3, 2025 | 4 |
| -0.14% | Feb 13, 2026 | 1 | Feb 17, 2026 | 1 | Feb 18, 2026 | 2 |