Diamond Hill Investment Group, Inc. (DHIL) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$13,967
Total Return
39.67%
CAGR
6.91%
Dividends
$3,704.29
Yield on Cost
37.04%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.73% |
| Median | -0.24% |
| Best | +48.46% |
| Worst | -14.80% |
| % of Windows Positive | 48.0% |
1-Year (252 Trading Days)
| Average | +0.07% |
| Median | -2.28% |
| Best | +42.87% |
| Worst | -26.72% |
| % of Windows Positive | 40.9% |
3-Year (756 Trading Days)
| Average | -4.34% |
| Median | -5.60% |
| Best | +21.93% |
| Worst | -30.52% |
| % of Windows Positive | 38.1% |
Risk Metrics
| Maximum Drawdown | -36.87% |
| Average Drawdown | -16.21% |
| Drawdown Duration | 1103 Trading Days (Unrecovered) |
| Sortino Ratio | 0.66 |
| Calmar Ratio | 0.19 |
| CVaR (5%) | -3.45% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +3.24% (+11.06% ann.) | +$323.89 | $0.00 | $0.00 | $0.00 |
| 2025 | +16.10% | +$1609.93 | $656.08 | $131.22 | $1.05 |
| 2024 | -3.45% | $344.66 | $366.64 | $73.33 | $0.59 |
| 2023 | -7.89% | $789.14 | $327.75 | $65.55 | $0.52 |
| 2022 | -0.54% | $54.16 | $521.87 | $104.37 | $0.83 |
| 2021 | +42.50% | +$4250.21 | $1560.18 | $312.04 | $2.50 |
| 2020 | +13.25% | +$1325.18 | $854.34 | $170.87 | $1.37 |
| 2019 | -1.07% | $106.97 | $602.21 | $120.44 | $0.96 |
| 2018 | -24.94% | $2493.86 | $387.11 | $77.42 | $0.62 |
| 2017 | +0.83% | +$83.29 | $332.73 | $66.55 | $0.53 |
| 2016 | +13.86% | +$1386.23 | $317.46 | $63.49 | $0.51 |
| 2015 | +39.37% | +$3937.05 | $362.21 | $72.44 | $0.58 |
| 2014 | +19.40% | +$1939.60 | $338.01 | $67.60 | $0.54 |
| 2013 | +77.83% | +$7782.51 | $442.09 | $88.42 | $0.71 |
| 2012 | -0.24% | $23.57 | $1081.37 | $216.27 | $1.73 |
| 2011 | +8.09% | +$809.01 | $691.18 | $138.24 | $1.11 |
| 2010 | +28.82% | +$2881.95 | $2023.98 | $404.79 | $3.24 |
| 2009 | +11.92% | +$1192.29 | $1538.46 | $307.69 | $2.46 |
| 2008 | -0.77% | $76.94 | $1367.99 | $273.60 | $2.19 |
| 2007 | -12.70% | $1269.56 | $0.00 | $0.00 | $0.00 |
| 2006 | +167.51% | +$16750.80 | $0.00 | $0.00 | $0.00 |
| 2005 | +86.87% | +$8686.57 | $0.00 | $0.00 | $0.00 |
| 2004 | +141.35% | +$14135.45 | $0.00 | $0.00 | $0.00 |
| 2003 | +77.04% | +$7704.06 | $0.00 | $0.00 | $0.00 |
| 2002 | -2.00% | $199.99 | $0.00 | $0.00 | $0.00 |
| 2001 | -60.00% | $6000.00 | $0.00 | $0.00 | $0.00 |
| 2000 | -33.33% | $3333.34 | $0.00 | $0.00 | $0.00 |
| 1999 | -40.00% | $4000.00 | $0.00 | $0.00 | $0.00 |
| 1998 | -64.29% | $6428.57 | $0.00 | $0.00 | $0.00 |
| 1997 | +646.67% | +$64666.66 | $0.00 | $0.00 | $0.00 |
| 1996 partial | +25.00% (+47.97% ann.) | +$2500.00 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania partial | June 6, 1996 – March 10, 2000 | +29.17% | +7.05% | +$2916.67 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -36.09% | -15.97% | $3609.14 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +1114.59% | +64.83% | +$111459.23 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -59.04% | -46.84% | $5903.99 | $1173.02 | $234.60 | $1.88 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +213.76% | +40.32% | +$21375.70 | $9541.86 | $1908.37 | $15.27 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +139.98% | +12.26% | +$13997.84 | $7697.40 | $1539.48 | $12.32 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -42.76% | -99.83% | $4275.91 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +62.94% | +119.35% | +$6293.55 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +57.92% | +54.26% | +$5792.36 | $2500.90 | $500.18 | $4.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -6.97% | -7.39% | $697.28 | $235.72 | $47.14 | $0.38 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -6.34% | -3.47% | $633.50 | $911.07 | $182.21 | $1.46 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +17.45% | +10.66% | +$1745.26 | $737.01 | $147.40 | $1.18 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2008-10-10 | $10.0000 | 13.85% |
| 2009-11-27 | $10.0000 | 13.98% |
| 2010-11-29 | $13.0000 | 15.32% |
| 2011-12-08 | $5.0000 | 6.46% |
| 2012-12-13 | $8.0000 | 10.00% |
| 2013-12-06 | $3.0000 | 2.47% |
| 2014-12-03 | $4.0000 | 2.90% |
| 2015-12-02 | $5.0000 | 2.19% |
| 2016-11-30 | $6.0000 | 2.83% |
| 2017-11-30 | $7.0000 | 3.26% |
| 2018-11-30 | $8.0000 | 4.57% |
| 2019-11-29 | $9.0000 | 6.17% |
| 2020-11-24 | $12.0000 | 7.50% |
| 2021-03-10 | $1.0000 | 0.60% |
| 2021-06-02 | $1.0000 | 0.56% |
| 2021-09-08 | $1.0000 | 0.55% |
| 2021-11-26 | $20.0000 | 8.65% |
| 2022-03-04 | $1.5000 | 0.74% |
| 2022-06-01 | $1.5000 | 0.80% |
| 2022-08-31 | $1.5000 | 0.87% |
| 2022-11-23 | $5.5000 | 2.81% |
| 2023-03-03 | $1.5000 | 0.85% |
| 2023-05-31 | $1.5000 | 0.92% |
| 2023-08-30 | $1.5000 | 0.86% |
| 2023-11-22 | $1.5000 | 0.93% |
| 2024-03-08 | $1.5000 | 0.98% |
| 2024-06-03 | $1.5000 | 1.00% |
| 2024-08-29 | $1.5000 | 0.93% |
| 2024-11-22 | $1.5000 | 0.88% |
| 2025-03-10 | $1.5000 | 0.98% |
| 2025-06-02 | $1.5000 | 1.06% |
| 2025-08-29 | $1.5000 | 1.01% |
| 2025-11-21 | $5.5000 | 4.33% |
| Total | 33 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-21 to 2026-04-21. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-02 | $62.22 | $12.44 | $0.10 | 0.2820 |
| 2021-09-08 | $62.51 | $12.50 | $0.10 | 0.2769 |
| 2021-11-26 | $1255.66 | $251.13 | $2.01 | 5.0426 |
| 2022-03-04 | $101.74 | $20.35 | $0.16 | 0.4050 |
| 2022-06-01 | $102.35 | $20.47 | $0.16 | 0.4517 |
| 2022-08-31 | $103.02 | $20.60 | $0.16 | 0.4809 |
| 2022-11-23 | $380.40 | $76.08 | $0.61 | 1.6530 |
| 2023-03-03 | $106.22 | $21.24 | $0.17 | 0.4799 |
| 2023-05-31 | $106.94 | $21.39 | $0.17 | 0.5378 |
| 2023-08-30 | $107.75 | $21.55 | $0.17 | 0.5064 |
| 2023-11-22 | $108.51 | $21.70 | $0.17 | 0.5412 |
| 2024-03-08 | $109.32 | $21.86 | $0.17 | 0.5760 |
| 2024-06-03 | $110.19 | $22.04 | $0.18 | 0.5864 |
| 2024-08-29 | $111.07 | $22.21 | $0.18 | 0.5611 |
| 2024-11-22 | $111.91 | $22.38 | $0.18 | 0.5238 |
| 2025-03-10 | $112.69 | $22.54 | $0.18 | 0.6087 |
| 2025-06-02 | $113.61 | $22.72 | $0.18 | 0.6540 |
| 2025-08-29 | $114.59 | $22.92 | $0.18 | 0.6277 |
| 2025-11-21 | $423.61 | $84.72 | $0.68 | 2.7946 |
| Total | $3704.29 | $740.86 | $5.93 | 17.5899 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.