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LLINX: LONGLEAF PARTNERS INTERNATIONAL FUND LONGLEAF PARTNERS INTERNATIONAL FUND (MUTUAL FUND)
Basic Info 16.25 0.01(0.06%) April 26
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (5%) |
Start Date: | 11/06/1998 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 1.92% |
Expenses | 1.05% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/09/1998 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.9 | 2.1 | 7.0 | -4.1 | 0.0 | 1.3 | 5.4 | 3.6 | 6.1 | 17.4 | -18.7 | -0.9 | -1.2 | 20.0 | -7.1 | 24.2 | 12.2 | -7.9 | -14.2 | 35.8 | 21.2 | -20.3 | 13.7 | 23.2 | -39.9 | 15.1 | 17.1 | 12.9 | 10.2 | 41.5 | -16.5 | 10.5 | 25.9 | 24.4 | 1.3 |
Sharpe Ratio | NA | 0.22 | 0.24 | -0.35 | -0.07 | 0.01 | NA | NA | 0.26 | 0.94 | -0.83 | -0.07 | -0.05 | 1.37 | -0.6 | 3.08 | 0.68 | -0.48 | -1.25 | 3.03 | 1.11 | -0.72 | 0.81 | 0.84 | -1.02 | 0.79 | 1.15 | 1.28 | 1.05 | 2.53 | -0.91 | 0.64 | 1.93 | 1.82 | 0.45 |
Draw Down(%) | NA | 5.8 | 14.6 | 39.8 | 41.1 | 41.1 | NA | NA | 57.8 | 14.6 | 33.8 | 15.9 | 41.1 | 12.5 | 15.4 | 4.5 | 18.0 | 18.4 | 20.6 | 9.2 | 21.2 | 29.8 | 15.9 | 28.0 | 53.4 | 10.2 | 9.8 | 7.6 | 9.1 | 22.0 | 29.4 | 14.3 | 9.1 | 6.2 | 4.8 |
Standard Deviation(%) | NA | 13.2 | 13.2 | 17.8 | 20.8 | 17.7 | NA | NA | 18.5 | 14.2 | 24.2 | 13.3 | 31.9 | 13.6 | 14.0 | 7.7 | 17.6 | 16.4 | 11.3 | 11.8 | 19.1 | 28.3 | 16.9 | 27.3 | 40.0 | 15.3 | 12.1 | 8.4 | 8.8 | 16.1 | 19.4 | 13.0 | 11.3 | 11.6 | 13.4 |
Treynor Ratio | NA | 0.03 | 0.04 | -0.07 | -0.02 | 0.0 | NA | NA | 0.06 | 0.15 | -0.2 | -0.01 | -0.01 | 0.17 | -0.1 | 0.35 | 0.14 | -0.09 | -0.17 | 0.56 | 0.21 | -0.2 | 0.19 | 0.27 | -0.46 | 0.15 | 0.18 | 0.2 | 0.22 | 0.46 | -0.23 | 0.18 | 1.29 | 0.74 | 0.17 |
Alpha | NA | -0.01 | -0.01 | -0.03 | -0.02 | -0.01 | NA | NA | 0.01 | 0.0 | -0.02 | -0.04 | -0.03 | -0.01 | 0.02 | 0.03 | 0.04 | -0.02 | -0.04 | 0.07 | 0.01 | -0.04 | 0.02 | -0.01 | -0.01 | 0.02 | -0.01 | 0.02 | 0.01 | 0.03 | -0.02 | 0.08 | 0.09 | 0.05 | -0.03 |
Beta | NA | 0.9 | 0.86 | 0.96 | 0.97 | 0.94 | NA | NA | 0.83 | 0.9 | 1.01 | 0.85 | 0.97 | 1.12 | 0.88 | 0.67 | 0.88 | 0.93 | 0.81 | 0.64 | 1.03 | 1.0 | 0.73 | 0.86 | 0.89 | 0.8 | 0.75 | 0.54 | 0.43 | 0.89 | 0.76 | 0.47 | 0.17 | 0.29 | 0.36 |
RSquared | NA | 0.53 | 0.61 | 0.74 | 0.8 | 0.77 | NA | NA | 0.71 | 0.68 | 0.8 | 0.67 | 0.87 | 0.76 | 0.7 | 0.42 | 0.77 | 0.76 | 0.65 | 0.48 | 0.79 | 0.93 | 0.85 | 0.81 | 0.84 | 0.77 | 0.69 | 0.44 | 0.44 | 0.6 | 0.6 | 0.4 | 0.05 | 0.1 | 0.2 |
Yield(%) | N/A | 0.0 | 2.0 | 0.9 | 1.4 | 2.1 | 3.7 | 3.4 | N/A | 2.2 | 0.5 | 0.7 | 0.4 | 4.0 | 1.2 | 1.3 | 2.7 | 2.7 | 9.3 | 7.2 | 3.0 | 2.2 | 1.4 | 0.0 | 4.1 | 10.9 | 7.8 | 1.2 | 0.0 | 0.0 | 2.6 | 8.1 | 25.0 | 3.9 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 244.4 | -41.6 | -55.7 | -38.1 | N/A | N/A | N/A | 244.4 | -25.0 | 50.0 | -86.9 | 205.0 | 11.1 | -43.8 | -13.5 | -77.7 | 61.2 | 178.4 | 8.8 | 78.9 | N/A | -100.0 | -61.4 | 51.1 | 621.1 | N/A | N/A | -100.0 | -67.3 | -67.4 | 671.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/09/1998
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