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LLSCX: Longleaf Partners Small-Cap (MUTUAL FUND)
Basic Info 20.32 0.31(1.50%) March 22
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 06/21/1996 |
| Last Dividend Date: | 12/29/2022 |
| 12-Mo. Yield | 2.17% |
| Expenses | 0.92% |
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Performance Analytics (As of 03/17/2023)
Not up-to-date? Try| 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 | 1993 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.4 | -3.1 | -20.1 | 14.8 | 0.5 | 5.1 | 6.9 | 9.3 | -20.2 | 10.3 | 4.1 | 19.7 | -6.5 | 9.0 | 20.5 | -6.1 | 12.5 | 30.6 | 23.0 | 1.8 | 22.3 | 49.3 | -43.9 | 2.8 | 22.3 | 10.7 | 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 |
| SR | NA | -1.36 | -1.0 | 0.26 | -0.04 | 0.19 | NA | 0.34 | -0.94 | 0.66 | 0.07 | 1.34 | -0.6 | 1.01 | 1.37 | -0.43 | 1.5 | 3.06 | 1.66 | 0.07 | 1.05 | 1.48 | -1.0 | -0.01 | 1.93 | 0.99 | 1.34 | 3.31 | -0.29 | 0.22 | 0.58 | 0.07 | 0.68 | 2.95 | 2.93 | 0.57 | -0.45 | 1.74 | 0.47 | 2.17 | -3.45 | -0.13 |
| DD(%) | NA | 16.2 | 25.1 | 28.4 | 42.2 | 42.2 | NA | 63.8 | 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 | 11.8 | 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 |
| SD(%) | NA | 19.6 | 23.0 | 34.7 | 29.8 | 22.6 | NA | 18.9 | 23.1 | 15.5 | 57.0 | 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 |
| TR | NA | -0.29 | -0.27 | 0.1 | -0.01 | 0.05 | NA | 0.08 | -0.27 | 0.16 | 0.04 | 0.22 | -0.12 | 0.11 | 0.24 | -0.08 | 0.25 | 0.46 | 0.27 | 0.02 | 0.24 | 0.51 | -0.47 | 0.0 | 0.29 | 0.16 | 0.21 | 0.65 | -0.09 | 0.07 | 0.27 | 0.02 | 0.19 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha(%) | NA | -0.07 | -0.05 | -0.01 | -0.01 | -0.01 | NA | 0.01 | -0.03 | -0.02 | -0.01 | -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 | 0.92 | 0.84 | 0.9 | 0.88 | 0.84 | NA | 0.77 | 0.81 | 0.65 | 0.97 | 0.84 | 0.68 | 0.76 | 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 |
| RS | NA | 0.83 | 0.83 | 0.32 | 0.4 | 0.43 | NA | 0.55 | 0.82 | 0.4 | 0.32 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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See MID-CAP BLEND Asset Class Trend Rankings |
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