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LLSCX: LONGLEAF PARTNERS SMALL-CAP FUND LONGLEAF PARTNERS SMALL-CAP FUND (MUTUAL FUND)
Basic Info 27.2 0.39(1.45%) May 02
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 07/28/1989 |
| Last Dividend Date: | 12/21/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.95% |
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Performance Analytics (As of 05/02/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/28/1989 |
2024 | 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 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.6 | -0.6 | 3.8 | 4.6 | 11.4 | 4.2 | 8.1 | 7.6 | 8.6 | 9.6 | 20.2 | -19.3 | 11.2 | 0.6 | 19.7 | -6.5 | 9.1 | 20.4 | -6.1 | 12.5 | 30.4 | 22.9 | 1.8 | 22.3 | 49.3 | -44.0 | 2.5 | 22.3 | 10.8 | 13.2 | 43.9 | -3.7 | 5.4 | 12.8 | 4.0 | 12.7 | 29.0 | 30.6 | 9.8 | -1.6 | 18.3 | 6.8 | 26.3 | -31.3 | 1.8 |
| Sharpe Ratio | NA | -0.24 | -0.16 | 0.02 | 0.32 | 0.11 | NA | NA | 0.35 | 0.22 | 0.97 | -0.89 | 0.72 | 0.01 | 1.35 | -0.6 | 1.02 | 1.37 | -0.44 | 1.51 | 3.03 | 1.65 | 0.07 | 1.05 | 1.48 | -1.0 | -0.03 | 1.94 | 0.99 | 1.35 | 3.31 | -0.29 | 0.22 | 0.57 | 0.07 | 0.68 | 2.95 | 2.93 | 0.57 | -0.45 | 1.74 | 0.47 | 2.17 | -3.45 | -0.13 |
| Draw Down(%) | NA | 11.5 | 15.5 | 19.4 | 29.0 | 42.2 | NA | NA | 64.0 | 8.1 | 16.2 | 25.1 | 11.3 | 42.2 | 10.4 | 19.8 | 5.2 | 11.0 | 20.9 | 5.5 | 5.7 | 8.6 | 23.9 | 17.8 | 30.7 | 55.9 | 12.0 | 7.3 | 5.1 | 7.4 | 13.6 | 27.7 | 16.2 | 12.6 | 11.7 | 25.5 | 5.4 | 5.6 | 6.9 | 11.7 | 4.5 | 14.5 | 7.4 | 34.4 | 8.0 |
| Standard Deviation(%) | NA | 19.3 | 15.8 | 18.0 | 27.0 | 23.3 | NA | NA | 18.8 | 13.8 | 16.6 | 23.2 | 15.4 | 57.3 | 13.6 | 13.1 | 8.3 | 14.7 | 14.0 | 8.3 | 10.0 | 13.9 | 26.5 | 21.1 | 33.3 | 44.6 | 15.0 | 9.9 | 8.7 | 9.1 | 13.1 | 16.6 | 14.2 | 15.2 | 11.1 | 13.7 | 8.6 | 9.2 | 10.4 | 9.9 | 9.3 | 9.3 | 10.3 | 10.6 | 9.9 |
| Treynor Ratio | NA | -0.07 | -0.03 | 0.0 | 0.1 | 0.03 | NA | NA | 0.08 | 0.03 | 0.17 | -0.25 | 0.17 | 0.0 | 0.22 | -0.12 | 0.11 | 0.24 | -0.08 | 0.25 | 0.46 | 0.27 | 0.02 | 0.24 | 0.51 | -0.47 | -0.01 | 0.29 | 0.16 | 0.21 | 0.65 | -0.09 | 0.07 | 0.26 | 0.02 | 0.19 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | -0.02 | -0.01 | 0.01 | -0.01 | NA | NA | 0.01 | -0.01 | 0.02 | -0.02 | -0.01 | -0.02 | -0.02 | 0.0 | -0.02 | 0.04 | -0.02 | 0.02 | 0.03 | 0.03 | 0.02 | 0.0 | 0.03 | -0.02 | -0.01 | 0.04 | 0.01 | 0.0 | 0.07 | 0.02 | 0.02 | 0.03 | 0.0 | 0.02 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.67 | 0.74 | 0.82 | 0.87 | 0.86 | NA | NA | 0.78 | 0.88 | 0.94 | 0.82 | 0.66 | 0.98 | 0.84 | 0.68 | 0.77 | 0.84 | 0.78 | 0.5 | 0.66 | 0.84 | 0.93 | 0.93 | 0.97 | 0.96 | 0.8 | 0.67 | 0.55 | 0.59 | 0.67 | 0.51 | 0.46 | 0.33 | 0.33 | 0.51 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.81 | 0.73 | 0.76 | 0.31 | 0.45 | NA | NA | 0.55 | 0.64 | 0.75 | 0.82 | 0.41 | 0.33 | 0.63 | 0.71 | 0.52 | 0.75 | 0.71 | 0.56 | 0.68 | 0.81 | 0.92 | 0.91 | 0.9 | 0.91 | 0.79 | 0.72 | 0.59 | 0.66 | 0.69 | 0.6 | 0.55 | 0.39 | 0.26 | 0.51 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.7 | 1.5 | 4.9 | 8.2 | 7.6 | N/A | 0.0 | 1.1 | 0.9 | 0.9 | 2.4 | 9.5 | 14.3 | 8.4 | 18.7 | 5.2 | 18.7 | 16.8 | 8.1 | 6.6 | 0.5 | 0.0 | 2.1 | 13.7 | 10.6 | 19.7 | 9.4 | 2.1 | 2.5 | 9.3 | 0.8 | 11.9 | 13.3 | 4.9 | 7.1 | 0.9 | 0.0 | 0.0 | 0.0 | 0.7 | 2.8 | 1.1 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -83.3 | -91.5 | -42.7 | 15.9 | N/A | N/A | -100.0 | -6.4 | 15.7 | -62.1 | -73.0 | -47.2 | 72.1 | -53.0 | 210.4 | -73.5 | 20.6 | 143.5 | 15.1 | 1518.2 | N/A | -100.0 | -86.3 | 44.1 | -50.6 | 116.3 | 520.7 | -19.9 | -73.9 | 1194.4 | -93.9 | -10.8 | 238.9 | -15.8 | 772.0 | N/A | N/A | N/A | -100.0 | -83.4 | 153.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/28/1989
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See MID-CAP BLEND Asset Class Trend Rankings |
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Best ETFs
- MDY (SPDR S&P Midcap 400 ETF Trust) 2.35% (100%)
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- FNX (First Trust Mid Cap Core AlphaDEX Fund) 2.41% (95%)
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- IWR (iShares Russell Midcap ETF) 2.07% (94%)
- VXF (Vanguard Extended Market ETF) 2.16% (94%)
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- SCHM (Schwab U.S. Mid-Cap ETF) 2.34% (26%)
Best Closed End Funds
- CET (Central Securities Corporation) 0.85% (99%)
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