DHTAX vs. ARFFX
Compare and contrast key facts about Diamond Hill All Cap Select Fund (DHTAX) and Ariel Focus Fund (ARFFX).
DHTAX is managed by Diamond Hill. It was launched on Dec 30, 2005. ARFFX is managed by Ariel Investments. It was launched on Jun 30, 2005.
Performance
DHTAX vs. ARFFX - Performance Comparison
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DHTAX vs. ARFFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DHTAX Diamond Hill All Cap Select Fund | -0.61% | 13.28% | 12.75% | 30.19% | -17.47% | 32.89% | 14.30% | 30.43% | -12.44% | 19.93% |
ARFFX Ariel Focus Fund | 7.30% | 21.00% | 13.39% | 6.98% | -9.12% | 21.14% | 6.90% | 25.62% | -13.23% | 15.01% |
Returns By Period
In the year-to-date period, DHTAX achieves a -0.61% return, which is significantly lower than ARFFX's 7.30% return. Over the past 10 years, DHTAX has outperformed ARFFX with an annualized return of 12.45%, while ARFFX has yielded a comparatively lower 10.71% annualized return.
DHTAX
- 1D
- 1.62%
- 1M
- -4.87%
- YTD
- -0.61%
- 6M
- 3.37%
- 1Y
- 16.62%
- 3Y*
- 15.77%
- 5Y*
- 9.29%
- 10Y*
- 12.45%
ARFFX
- 1D
- 1.80%
- 1M
- -5.04%
- YTD
- 7.30%
- 6M
- 6.68%
- 1Y
- 35.08%
- 3Y*
- 16.21%
- 5Y*
- 8.06%
- 10Y*
- 10.71%
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DHTAX vs. ARFFX - Expense Ratio Comparison
DHTAX has a 1.16% expense ratio, which is higher than ARFFX's 1.00% expense ratio.
Return for Risk
DHTAX vs. ARFFX — Risk / Return Rank
DHTAX
ARFFX
DHTAX vs. ARFFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Diamond Hill All Cap Select Fund (DHTAX) and Ariel Focus Fund (ARFFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| DHTAX | ARFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 1.83 | -1.04 |
Sortino ratioReturn per unit of downside risk | 1.24 | 2.49 | -1.25 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.38 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 2.51 | -1.17 |
Martin ratioReturn relative to average drawdown | 5.19 | 9.72 | -4.52 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DHTAX | ARFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 1.83 | -1.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.44 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.54 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.35 | +0.07 |
Correlation
The correlation between DHTAX and ARFFX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
DHTAX vs. ARFFX - Dividend Comparison
DHTAX's dividend yield for the trailing twelve months is around 8.25%, less than ARFFX's 11.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DHTAX Diamond Hill All Cap Select Fund | 8.25% | 8.20% | 6.66% | 0.28% | 4.08% | 13.72% | 0.28% | 1.93% | 11.56% | 0.00% | 1.27% | 3.32% |
ARFFX Ariel Focus Fund | 11.82% | 12.68% | 2.27% | 3.33% | 8.30% | 3.30% | 2.41% | 1.03% | 7.61% | 5.76% | 1.04% | 13.91% |
Drawdowns
DHTAX vs. ARFFX - Drawdown Comparison
The maximum DHTAX drawdown since its inception was -51.42%, smaller than the maximum ARFFX drawdown of -57.66%. Use the drawdown chart below to compare losses from any high point for DHTAX and ARFFX.
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Drawdown Indicators
| DHTAX | ARFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.42% | -57.66% | +6.24% |
Max Drawdown (1Y)Largest decline over 1 year | -13.93% | -14.20% | +0.27% |
Max Drawdown (5Y)Largest decline over 5 years | -24.31% | -24.50% | +0.19% |
Max Drawdown (10Y)Largest decline over 10 years | -44.28% | -43.22% | -1.06% |
Current DrawdownCurrent decline from peak | -6.23% | -5.28% | -0.95% |
Average DrawdownAverage peak-to-trough decline | -7.79% | -9.49% | +1.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.59% | 3.66% | -0.07% |
Volatility
DHTAX vs. ARFFX - Volatility Comparison
Diamond Hill All Cap Select Fund (DHTAX) and Ariel Focus Fund (ARFFX) have volatilities of 4.51% and 4.43%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DHTAX | ARFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.51% | 4.43% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 10.83% | 10.26% | +0.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.16% | 19.27% | +1.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.00% | 18.61% | +2.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.16% | 19.88% | +2.28% |