Diamond Hill Small Fund Manager Performance Evaluation
| DHSIX Fund | USD 29.80 0.21 0.70% |
The fund shows a Beta (market volatility) of 1.59, which means a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Diamond Hill will likely underperform.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Diamond Hill Small are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Diamond Hill showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 0.9700 |
Diamond |
Diamond Hill Relative Risk vs. Return Landscape
If you would invest 2,647 in Diamond Hill Small on August 28, 2024 and sell it today you would earn a total of 354.00 from holding Diamond Hill Small or generate 13.37% return on investment over 90 days. Diamond Hill Small is currently producing 0.2056% returns and takes up 1.3848% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Diamond, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Diamond Hill Current Valuation
Fairly Valued
Today
Please note that Diamond Hill's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Diamond Hill Small shows a prevailing Real Value of $29.28 per share. The current price of the fund is $29.8. We determine the value of Diamond Hill Small from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Diamond Hill is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Diamond Mutual Fund. However, Diamond Hill's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 29.8 | Real 29.28 | Hype 29.8 |
The intrinsic value of Diamond Hill's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Diamond Hill's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Diamond Hill Small helps investors to forecast how Diamond mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Diamond Hill more accurately as focusing exclusively on Diamond Hill's fundamentals will not take into account other important factors: Diamond Hill Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Diamond Hill's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Diamond Hill Small, and traders can use it to determine the average amount a Diamond Hill's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1485
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | DHSIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.38 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.21 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Diamond Hill is performing at about 11% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Diamond Hill by adding it to a well-diversified portfolio.
Diamond Hill Fundamentals Growth
Diamond Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Diamond Hill, and Diamond Hill fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Diamond Mutual Fund performance.
| Price To Earning | 17.07 X | ||||
| Price To Book | 1.67 X | ||||
| Price To Sales | 0.98 X | ||||
| Total Asset | 528.16 M | ||||
About Diamond Hill Performance
Evaluating Diamond Hill's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Diamond Hill has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Diamond Hill has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets in U.S. equity securities with small market capitalizations that the Adviser believes are undervalued. Small cap companies are defined as companies with market capitalizations at the time of purchase below 3 billion or in the range of those market capitalizations of companies included in the Russell 2000 Index at the time of purchase. The Adviser focuses on estimating a companys value independent of its current stock price.Things to note about Diamond Hill Small performance evaluation
Checking the ongoing alerts about Diamond Hill for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Diamond Hill Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 96.6% of its assets under management (AUM) in equities |
- Analyzing Diamond Hill's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Diamond Hill's stock is overvalued or undervalued compared to its peers.
- Examining Diamond Hill's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Diamond Hill's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Diamond Hill's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Diamond Hill's mutual fund. These opinions can provide insight into Diamond Hill's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Diamond Mutual Fund
Diamond Hill financial ratios help investors to determine whether Diamond Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Diamond with respect to the benefits of owning Diamond Hill security.
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