Diamond Hill Long-Short I
for period ending November 30, 2023
This portfolio is provided by Diamond Hill Funds.
DHLSX is the ticker for this portfolio. This ticker appears in the scatterplots below and on the Summary Page showing all portfolios. You can invest in this portfolio using the ticker "DHLSX" at your favorite brokerage. See
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Risk vs. return for DHLSX: The scatterplots below show the best portfolios as dots closest to the green smiley the at top left of each scatterplot. The yellow dot shows the total return and risk for this portfolio. The risk is measured by maximum loss over each period. Any dot closer to the top left corner has shown better performance using this metric.
For more metrics (
Total Return,
Risk and Volatility,
Correlation) scroll down on this page. The Summary Page compares all portfolios.
Maximum Drawdown vs. Annual Return
●DHLSX●Peer group recipes●All other recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
The location of
●DHLSX and the identities of all the
● portfolios on the 3, 5, 7, and 10 year graphs are available to subscribers only.
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Description Diamond Hill Long-Short I gives investors access to a tactical, hedged portfolio that uses long-short approach. This portfolio is a mutual fund and implements a particular asset allocation approach that is directed by the fund manager.
Category Tactical: Managed
Ingredients used This portfolio invests in equities using a long-short approach.
Peer Group Tactical: Managed. See
How to Invest, below. You can see how this portfolio has performed compared to its peers by clicking on any "Rank: Group" link in the Compare sections, below.
Methodology This portfolio is a mutual fund and its holdings are determined by the fund's manager, Diamond Hill Funds. The investment seeks to provide long-term capital appreciation. The fund normally invests its assets in U.S. equity securities of any size capitalization that the Adviser believes are undervalued and selling short equity securities of any size capitalization the Adviser believes are overvalued. The Adviser focuses on estimating a company's value independent of its current stock price. The fund also will sell securities short. Short sales are effected when it is believed that the price of a particular security will decline, and involves the sale of a security which the fund does not own in hopes of purchasing the same security at a later date at a lower price. You may consult www.diamond-hill.com for details on how this manager chooses particular assets for inclusion in this fund.
Cost- Since this is a mutual fund, you can purchase this directly through your broker using the ticker DHLSXSee How to Invest, below.
- Fund fees. The manager of this fund charges a percentage of assets under management as its fee.
- Additional fees. If a financial adviser purchases this fund on your behalf, they may also charge a fee.
You can invest in this portfolio by buying the ticker symbol "DHLSX" at your favorite brokerage. The full set of risk and return metrics for this recipe are available to VizMetrics subscribers.
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You do not need to adjust the composition of this portfolio. While the underlying assets in this portfolio may change, the portfolio manager handles the details of buying and selling these underlying asset ingredients.
for period ending November 30, 2023
Downside Deviation vs. Annual Return
●DHLSX●Peer group recipes●All other recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
The location of
●DHLSX and the identities of all the
● portfolios on the 3, 5, 7, and 10 year graphs are available to subscribers only.
Upgrade your subscription. Only $15 per month. Cancel anytime.
Standard Deviation vs. Annual Return
●DHLSX●Peer group recipes●All other recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
The location of
●DHLSX and the identities of all the
● portfolios on the 3, 5, 7, and 10 year graphs are available to subscribers only.
Upgrade your subscription. Only $15 per month. Cancel anytime.
for period ending November 30, 2023
5-year graph ●DHLSX●Global equities (ACWI)●U.S. equities (SPY)●U.S. bonds (BND)●60% Equity / 40% Bonds (s.6040)
for period ending November 30, 2023
for period ending November 30, 2023
| | 1 year | 3 year | 5 year | 7 year | 10 year | 15 year |
| to Global Stocks (ACWI) | 0.79 | 0.81 | 0.88 | 0.87 | 0.86 | 0.86 |
| to S&P500 (SPY) | 0.72 | 0.79 | 0.86 | 0.86 | 0.86 | 0.88 |
| to U.S. Bonds (BND) | 0.62 | 0.50 | 0.30 | 0.30 | 0.19 | 0.14 |
| to Commodities (DBC) | 0.41 | 0.50 | 0.66 | 0.62 | 0.53 | 0.58 |
| to Gold (GLD) | 0.13 | 0.16 | 0.07 | 0.06 | -0.03 | 0.03 |
