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LLPFX: Longleaf Partners (MUTUAL FUND)
Basic Info 21.76 0.22(1.02%) December 08
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 08/10/1994 |
| Last Dividend Date: | 12/29/2022 |
| 12-Mo. Yield | 3.90% |
| Expenses | 0.79% |
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Performance Analytics (As of 12/08/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 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 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.1 | 19.2 | 16.5 | 5.2 | 6.1 | 3.9 | 9.8 | 8.0 | -23.2 | 23.4 | 13.0 | 14.8 | -17.9 | 15.6 | 20.7 | -18.9 | 4.9 | 32.1 | 16.4 | -2.8 | 17.9 | 53.6 | -50.7 | -0.5 | 21.7 | 3.6 | 7.1 | 34.8 | -8.3 | 10.4 | 20.7 | 2.2 | 14.6 | 28.3 | 21.0 | 27.6 | -2.1 |
| SR | NA | 0.93 | 0.68 | 0.17 | 0.2 | 0.15 | NA | 0.33 | -0.94 | 1.48 | 0.36 | 0.83 | -1.28 | 1.96 | 1.16 | -1.08 | 0.46 | 2.76 | 1.03 | -0.11 | 1.03 | 1.7 | -1.17 | -0.22 | 1.46 | 0.16 | 0.68 | 2.09 | -0.41 | 0.46 | 0.96 | -0.07 | 0.62 | 1.81 | 2.11 | 2.88 | -1.05 |
| DD(%) | NA | 15.8 | 15.8 | 32.2 | 38.9 | 44.5 | NA | 65.7 | 32.0 | 10.0 | 38.9 | 14.8 | 26.2 | 3.1 | 15.6 | 27.5 | 11.0 | 6.8 | 15.3 | 25.0 | 14.9 | 24.9 | 61.6 | 14.1 | 9.7 | 7.9 | 7.9 | 14.4 | 25.9 | 21.3 | 17.0 | 22.1 | 29.2 | 8.4 | 6.8 | 6.8 | 9.5 |
| SD(%) | NA | 17.6 | 17.9 | 20.4 | 23.7 | 19.5 | NA | 19.4 | 26.4 | 15.8 | 35.7 | 16.1 | 15.1 | 7.6 | 17.8 | 17.6 | 10.6 | 11.6 | 15.9 | 26.9 | 17.4 | 31.5 | 43.9 | 16.0 | 12.6 | 8.8 | 9.2 | 16.3 | 23.1 | 17.8 | 17.4 | 14.1 | 18.3 | 13.6 | 8.2 | 8.3 | 8.4 |
| TR | NA | 0.15 | 0.12 | 0.04 | 0.05 | 0.03 | NA | 0.07 | -0.26 | 0.33 | 0.14 | 0.13 | -0.25 | 0.19 | 0.18 | -0.2 | 0.06 | 0.34 | 0.15 | -0.03 | 0.2 | 0.5 | -0.5 | -0.04 | 0.17 | 0.02 | 0.09 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.02 | -0.02 | NA | 0.01 | -0.02 | 0.02 | -0.02 | -0.06 | -0.07 | 0.0 | 0.03 | -0.09 | -0.02 | 0.01 | 0.0 | -0.02 | 0.01 | 0.07 | -0.09 | -0.03 | 0.02 | 0.0 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.05 | 1.05 | 0.93 | 0.92 | 0.92 | NA | 0.97 | 0.96 | 0.7 | 0.91 | 1.05 | 0.77 | 0.79 | 1.13 | 0.97 | 0.81 | 0.94 | 1.13 | 1.11 | 0.91 | 1.06 | 1.02 | 0.93 | 1.07 | 0.68 | 0.7 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RS | NA | 0.65 | 0.67 | 0.67 | 0.72 | 0.71 | NA | 0.63 | 0.81 | 0.35 | 0.77 | 0.66 | 0.76 | 0.49 | 0.71 | 0.72 | 0.78 | 0.81 | 0.83 | 0.95 | 0.91 | 0.85 | 0.92 | 0.86 | 0.74 | 0.62 | 0.66 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/10/1994
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