DIAMX vs. BPIRX

In the year-to-date period, DIAMX achieves a 1.38% return, which is significantly higher than BPIRX's 0.81% return. Over the past 10 years, DIAMX has underperformed BPIRX with an annualized return of 1.45%, while BPIRX has yielded a comparatively higher 4.64% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

DIAMX has a 1.36% expense ratio, which is lower than BPIRX's 1.40% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Diamond Hill Long-Short Fund (DIAMX) and Boston Partners Long/Short Research Fund (BPIRX). 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.

The current DIAMX Sharpe Ratio is -0.30, which is lower than the BPIRX Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of DIAMX and BPIRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DIAMX's dividend yield for the trailing twelve months is around 2.19%, less than BPIRX's 11.29% yield.

The maximum DIAMX drawdown since its inception was -41.19%, which is greater than BPIRX's maximum drawdown of -34.09%. Use the drawdown chart below to compare losses from any high point for DIAMX and BPIRX. For additional features, visit the drawdowns tool.

Diamond Hill Long-Short Fund (DIAMX) and Boston Partners Long/Short Research Fund (BPIRX) have volatilities of 7.89% and 7.52%, 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.