Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LLSCX (LONGLEAF PARTNERS SMALL-CAP FUND LONGLEAF PARTNERS SMALL-CAP FUND) | -6.77% | -1.91% | 7.94% | 0.35% | 4.56% | 6.95% | 6.88% | … | … |
Data as of 06/04/2026, Common starting date is 07/28/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LLSCX (LONGLEAF PARTNERS SMALL-CAP FUND LONGLEAF PARTNERS SMALL-CAP FUND) | 07/28/1989 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | -1.81 | -1.91 | 7.94 | 0.35 | 4.56 | 6.95 | 6.88 | … | … | -6.77 | 7.56 | 9.70 | 20.17 | -19.25 | 11.18 | 0.62 | 19.71 | -6.53 | 9.07 | 20.40 | -6.12 | 12.55 | 30.35 | 22.90 | 1.82 | 22.32 | 49.31 | -43.96 | 2.52 | 22.33 | 10.78 | 13.24 | 43.85 | -3.74 | 5.45 | 12.80 | 4.05 | 12.71 | 29.04 | 30.65 | 9.78 | -1.56 | 18.33 | 6.84 | 26.26 | -31.31 | 1.76 |
| Sharpe Ratio | NA | -0.32 | 0.41 | -0.09 | 0.14 | NA | NA | … | … | -1.24 | 0.30 | 0.44 | 1.00 | -0.89 | 0.72 | 0.01 | 1.34 | -0.61 | 1.01 | 1.37 | -0.44 | 1.51 | 3.03 | 1.65 | 0.07 | 1.05 | 1.48 | -1.00 | -0.04 | 1.92 | 0.98 | 1.34 | 3.30 | -0.30 | 0.21 | 0.56 | 0.06 | 0.67 | 2.93 | 2.92 | 0.56 | -0.47 | 1.73 | 0.46 | 2.15 | -3.48 | -0.15 |
| Standard Deviation(%) | NA | 12.80 | 14.56 | 16.97 | 23.12 | NA | NA | … | … | 12.78 | 15.52 | 13.77 | 16.59 | 23.19 | 15.41 | 57.34 | 13.60 | 13.09 | 8.33 | 14.71 | 14.01 | 8.31 | 10.00 | 13.94 | 26.46 | 21.09 | 33.28 | 44.62 | 15.02 | 9.89 | 8.70 | 9.12 | 13.05 | 16.55 | 14.25 | 15.19 | 11.14 | 13.72 | 8.60 | 9.17 | 10.43 | 9.94 | 9.29 | 9.35 | 10.34 | 10.55 | 9.86 |
| Draw Down(%) | NA | 11.30 | 15.39 | 28.37 | 42.23 | NA | NA | … | … | 11.30 | 11.47 | 7.96 | 16.21 | 25.11 | 11.31 | 42.23 | 10.38 | 19.80 | 5.17 | 11.05 | 20.89 | 5.47 | 5.71 | 8.56 | 23.90 | 17.81 | 30.66 | 55.91 | 11.99 | 7.27 | 5.10 | 7.36 | 13.65 | 27.67 | 16.25 | 12.60 | 11.68 | 25.50 | 5.40 | 5.59 | 6.92 | 11.74 | 4.46 | 14.47 | 7.44 | 34.44 | 7.99 |
| Yield(%) | 0.00 | 1.22 | 0.92 | 0.77 | 4.97 | 7.17 | 7.07 | … | … | 0.00 | 1.25 | 0.12 | 1.11 | 0.94 | 0.91 | 2.39 | 9.54 | 14.34 | 8.41 | 18.68 | 5.24 | 18.74 | 16.82 | 8.07 | 6.60 | 0.50 | 0.00 | 2.15 | 13.73 | 10.56 | 19.70 | 9.36 | 2.11 | 2.51 | 9.35 | 0.81 | 11.86 | 13.25 | 4.88 | 7.11 | 0.89 | 0.00 | 0.00 | 0.00 | 0.71 | 2.81 | 1.12 |
Data as of 06/04/2026, Common starting date is 07/28/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LLSCX (LONGLEAF PARTNERS SMALL-CAP FUND LONGLEAF PARTNERS SMALL-CAP FUND) |
-17.19%
Feb 2006 – Feb 2009 |
-6.37%
Feb 2004 – Feb 2009 |
2.75%
Feb 1999 – Feb 2009 |
4.82%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LLSCX (LONGLEAF PARTNERS SMALL-CAP FUND LONGLEAF PARTNERS SMALL-CAP FUND) |
34.43%
Feb 2009 – Feb 2012 |
30.08%
Feb 2009 – Feb 2014 |
17.71%
Feb 2009 – Feb 2019 |
15.09%
Sep 1992 – Sep 2007 |
Annualized Rolling Returns Comparison Chart