Performance analysis of Diamond Hill Investment Group (DHIL)
Annual Return
Over the past 3 years, DHIL has had an average annual return of +5.76%, underperforming the benchmark SPY, which returned +20.96% annual.
Over the past 5 years, DHIL has had an average annual return of +6.25%, underperforming the benchmark SPY, which returned +12.82% annual.
Over the past 10 years, DHIL has had an average annual return of +5.19%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Nov 1, 1999, DHIL has had an average annual return of +22.32%, outperforming the benchmark SPY, which returned +8.35% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.24% | +17.86% | -2.71% | -7.22% | +0.54% | +45.68% | +15.01% | +0.18% | -24.25% | +1.49% | +14.51% | +39.99% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +20.09% | +78.69% | +1.79% | +9.56% | +32.91% | +15.23% | +1.83% | -12.70% | +167.51% | +86.87% | +141.36% | +77.03% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -2.00% | +99.99% | -33.33% | -0% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.09% | +0.30% | +0.13% | +1.68% | +3.24% | ||||||||
| 2025 | -3.26% | -2.60% | -1.27% | -11.80% | +12.13% | +3.98% | -6.70% | +8.62% | -3.94% | -8.33% | -3.89% | +43.64% | +17.86% |
| 2024 | -3.66% | -9.31% | +7.61% | -3.21% | +0.55% | -5.25% | +13.12% | +0.19% | +2.27% | -6.61% | +10.52% | -6.20% | -2.71% |
| 2023 | +1.84% | -7.34% | -4.94% | -1.49% | -1.14% | +7.89% | +5.96% | -6.20% | -0.11% | -6.80% | +3.18% | +3.11% | -7.22% |
| 2022 | -3.85% | +3.82% | -2.67% | -10.11% | +11.15% | -6.44% | +10.10% | -9.74% | -3.54% | +9.06% | +1.85% | +3.97% | +0.54% |
| 2021 | -0.70% | -4.30% | +10.63% | +9.61% | +2.58% | -4.08% | +2.95% | +6.26% | -3.49% | +23.45% | -2.51% | +1.11% | +45.68% |
| 2020 | +0.22% | -9.97% | -28.79% | +21.41% | -4.20% | +8.30% | +0.32% | +8.66% | +1.95% | +8.41% | +8.13% | +9.10% | +15.01% |
| 2019 | +3.71% | -8.41% | -1.38% | +3.20% | -0.68% | -1.24% | -0.54% | -4.29% | +2.39% | +1.98% | +3.33% | +2.86% | +0.18% |
| 2018 | +1.79% | -2.53% | +0.75% | -5.39% | +0.27% | -0.77% | -1.38% | -2.69% | -11.36% | +4.11% | +2.39% | -11.20% | -24.25% |
| 2017 | -3.89% | -0.83% | -2.98% | +3.91% | +0.03% | -1.39% | -0.95% | -0.59% | +8.16% | -0.20% | +2.89% | -2.08% | +1.49% |
Drawdown analysis of Diamond Hill Investment Group (DHIL)
The maximum drawdown for the DHIL was -75.89%, occurring on Jun 28, 2001. Recovery took 59 trading sessions.
Since Nov 1, 1999 DHIL has experienced the following drawdowns:
- 50% or more: 4 times
- 40% or more: 4 times
- 30% or more: 6 times
- 20% or more: 10 times
- 10% or more: 23 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -75.89% | Nov 10, 1999 | 411 | Jun 28, 2001 | 59 | Sep 27, 2001 | 470 |
| -69.71% | Feb 13, 2007 | 522 | Mar 11, 2009 | 418 | Nov 4, 2010 | 940 |
| -59.77% | Jun 5, 2002 | 278 | Jul 14, 2003 | 136 | Jan 27, 2004 | 414 |
| -57.66% | Jan 23, 2018 | 544 | Mar 23, 2020 | 282 | May 5, 2021 | 826 |
| -33.01% | Nov 24, 2021 | 1012 | Dec 8, 2025 | 35 | Jan 29, 2026 | 1047 |
| -31.08% | Dec 1, 2015 | 32 | Jan 19, 2016 | 449 | Oct 27, 2017 | 481 |
| -28.71% | Sep 27, 2001 | 9 | Oct 10, 2001 | 147 | May 13, 2002 | 156 |
| -25.88% | Mar 2, 2005 | 56 | May 20, 2005 | 58 | Aug 12, 2005 | 114 |
| -23.33% | Dec 6, 2005 | 10 | Dec 20, 2005 | 31 | Feb 6, 2006 | 41 |
| -22.32% | Jul 19, 2011 | 53 | Oct 3, 2011 | 85 | Feb 3, 2012 | 138 |
| -18.42% | Feb 6, 2012 | 81 | Jun 1, 2012 | 95 | Oct 16, 2012 | 176 |
| -16.67% | Nov 1, 1999 | 3 | Nov 4, 1999 | 2 | Nov 8, 1999 | 5 |
| -16.39% | Mar 9, 2006 | 51 | May 22, 2006 | 27 | Jun 29, 2006 | 78 |
| -15.02% | Oct 16, 2012 | 19 | Nov 14, 2012 | 18 | Dec 11, 2012 | 37 |
| -14.26% | Sep 8, 2014 | 24 | Oct 10, 2014 | 15 | Oct 31, 2014 | 39 |
| -13.69% | Feb 19, 2004 | 5 | Feb 26, 2004 | 4 | Mar 3, 2004 | 9 |
| -13.21% | Apr 2, 2014 | 23 | May 6, 2014 | 86 | Sep 8, 2014 | 109 |
| -13.09% | Mar 4, 2004 | 8 | Mar 16, 2004 | 60 | Jun 10, 2004 | 68 |
| -12.84% | Sep 5, 2006 | 43 | Nov 3, 2006 | 15 | Nov 27, 2006 | 58 |
| -11.85% | Jun 15, 2015 | 73 | Sep 28, 2015 | 42 | Nov 25, 2015 | 115 |
| -11.31% | Dec 17, 2010 | 28 | Jan 28, 2011 | 23 | Mar 3, 2011 | 51 |
| -10.97% | Jan 21, 2014 | 6 | Jan 29, 2014 | 36 | Mar 21, 2014 | 42 |
| -10.62% | Jun 10, 2004 | 65 | Sep 14, 2004 | 39 | Nov 8, 2004 | 104 |
| -9.55% | Jun 15, 2021 | 24 | Jul 20, 2021 | 12 | Aug 5, 2021 | 36 |
| -9.36% | Nov 22, 2004 | 12 | Dec 9, 2004 | 7 | Dec 20, 2004 | 19 |