1 2016 returns represent the time period 31 July 2016 - 31 Dec 2016
2 2021 returns represent the time period 30 Nov 2021 - 31 Dec 2021.
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Past performance is not a guarantee of future results. To view a GIPS Report for all the composites listed above, click here.
In August 2021, an error was discovered in the trailing period returns as of 30 Jun 2021 for the Large Cap Composite, which incorrectly stated the 20-year return. The correction changed the net return from 13.50% to 9.97% and the gross return from 14.32% to 10.56%.
Index data source: London Stock Exchange Group PLC, Morningstar, Inc. and Bloomberg Index Services Limited. See diamond-hill.com/disclosures for a full copy of the disclaimer.