Diamond Hill All Fund Manager Performance Evaluation

DHTYX Fund

USD 25.73 -0.08 -0.31%

Diamond Hill's return record is summarized here, from recent weeks to multi-year horizons. Across the 3 months window, Diamond Hill shows an expected return of -0.043% and pays a 0.99% yield.

Risk-Adjusted Performance

0High

0 · Weak

Diamond Hill All posted below-breakeven returns over the last 90 days, with return quality lagging for fund investors. Weak return efficiency can persist even when isolated price moves briefly appear constructive. Return quality for Diamond Hill sits near neutral, with recent data providing no clear directional signal for holders. Learn More

Relative Risk vs. Return Landscape

If you had invested $ 2,651 in Diamond Hill All on February 9, 2026 and sold it today, you would have lost $ 78.00 , a decline of 2.94% over 90 days. Diamond Hill All is currently producing negative expected returns and carries 0.8613% volatility of returns over 90 trading days. Stated differently, Diamond Hill is more volatile than roughly 93% of traded mutual funds, and DHTYX is outperformed by 99% of traded instruments in expected return over the next 90 trading days.

Expected Return

Risk

This relative risk-return summary evaluates how the instrument behaves against its benchmark. It highlights whether the current reward profile compensates for the level of uncertainty assumed. Based on a 90-day horizon, DHTYX has been underperforming the market. Despite carrying lower volatility, DHTYX is 1.06 times less risky than the market. the fund converts risk into return at a rate of about -0.05%. Dow Jones Industrial is currently generating roughly -0.01% of returns per unit of risk over a similar time horizon.

Target Price Odds to finish over Current Price

Some market participants monitor whether Diamond Hill Mutual Fund is trading materially away from its historical valuation range. Closed-end funds and specialized market segments can remain disconnected from intrinsic value estimates for extended periods.

Current Price	Horizon	Target Price	Odds moving above the current price in 90 days
25.73	90 days	25.73	about 46.24 %

Based on a normal probability distribution, the odds of Diamond Hill moving above the current price in 90 days from now are about 46.24 %. Over this horizon, the return distribution for this fund has leaned toward above-current outcomes historically. (The density curve centers on the price range the market has recently treated as most probable for Diamond Hill Mutual Fund over the next 90 days).

Based on a 90-day horizon, Diamond Hill has a beta of 0.73 suggesting as returns on the market go up, Diamond Hill's average returns tend to increase less than the benchmark. However, during a bear market, the loss from holding Diamond Hill All tends to be smaller as well. Additionally, Diamond Hill All has a negative alpha, implying that risk has not been adequately compensated by returns. DHTYX is significantly underperforming the Dow Jones Industrial.

Diamond Hill Price Density

Price

Predictive Modules for Diamond Hill

Numerous approaches exist for forecasting the fund market and estimating future values of Diamond Hill All. Although accurate forecasting remains elusive, the process of modeling scenarios is a valuable part of decision-making.

Experienced market participants anticipate that Diamond Hill's price will even out over time. Periods when Diamond Hill's deviates significantly from its historical mean may warrant further fundamental analysis.

Sentiment

Range

Low	Sentiment	High
24.87	25.73	26.59

Details

Intrinsic

Valuation

Low	Intrinsic	High
24.83	25.69	26.55

Details

Naive

Forecast

Low	Next	High
24.74	25.60	26.46

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
24.62	25.44	26.27

Details

Competitive analysis for Diamond Hill compares its financial performance and valuation metrics against sector peers. Cross-sectional comparison separates idiosyncratic performance from sector-level dynamics.

Primary Risk Indicators

The last 10-20 years have been a volatile period for the mutual fund market, and Diamond Hill is no exception. Diamond Hill has experienced periods of rapid price declines followed by equally strong recoveries.

α	Alpha over Dow Jones	-0.0368	Details
β	Beta against Dow Jones	0.73	Details
σ	Overall volatility	0.53	Details
Ir	Information ratio	-0.0356	Details

Investor Alerts and Insights

Automated alerts tied to Diamond Hill flag material changes in fund conditions early. Diamond Hill All notifications flag important changes in technical indicators, fundamentals, and market conditions.

	Diamond Hill All generated a negative expected return over the last 90 days
	Latest headline from news.google.com: Black Rock Muni Yield New York Quality Fund Stock Crosses Below Two Hundred Day Moving Average - Heres What Happened - Market Beat

Diamond Hill Fundamentals Growth

Diamond Hill Mutual Fund prices reflect investors' perceptions of Diamond Hill's future prospects and financial health. Revenue trajectory, earnings quality, profit margins, and leverage levels shape Diamond Hill Mutual Fund market performance.

Performance Metrics & Calculation Methodology

Peer and benchmark comparison for Diamond Hill frames whether NAV returns reflect category leadership or drift. Outperformance relative to the benchmark may reflect exposure tilt, selection effect, or timing.

Diamond Hill All data is compiled from fund disclosures and market reference feeds and standardized for comparability. Return and risk statistics are calculated from historical price series.

Editorial review and methodology oversight provided by: Gabriel Shpitalnik, Member of Macroaxis Editorial Board