Nasdaq - Delayed Quote USD

Longleaf Partners Small-Cap (LLSCX)

28.77
-0.26
(-0.90%)
At close: 8:04:21 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.34%
5y Average Return 14.69%
Number of Years Up 29
Number of Years Down 6
Best 1Y Total Return (May 15, 2025) 30.45%
Worst 1Y Total Return (May 15, 2025) --
Best 3Y Total Return 30.45%
Worst 3Y Total Return -2.23%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LLSCX
Category
YTD
-2.27%
20.19%
1-Month
-3.71%
0.02%
3-Month
-4.19%
4.36%
1-Year
3.64%
60.18%
3-Year
4.39%
11.32%
5-Year
10.93%
13.88%
10-Year
4.35%
11.19%
Last Bull Market
15.02%
27.98%
Last Bear Market
-15.66%
-24.08%

Annual Total Return (%) History

Year
LLSCX
Category
2025
--
--
2024
9.69%
--
2023
20.15%
--
2022
-19.27%
--
2021
11.18%
--
2020
4.14%
10.99%
2019
19.65%
23.75%
2018
-6.52%
-12.72%

2017
8.99%
12.28%
2016
20.48%
20.78%
2015
-6.05%
-5.38%
2014
12.49%
3.79%
2013
30.45%
37.39%
2012
22.96%
15.46%
2011
1.79%
-4.07%
2010
22.32%
25.61%
2009
49.31%
31.80%
2008
-43.90%
-36.56%
2007
2.80%
-1.10%
2006
22.33%
15.03%
2005
10.75%
6.75%
2004
14.78%
18.94%
2003
43.85%
43.41%
2002
-3.74%
-16.22%
2001
5.45%
8.92%
2000
12.80%
11.89%
1999
4.05%
19.95%
1998
12.71%
-3.03%
1997
29.04%
26.36%
1996
30.64%
21.50%
1995
18.57%
27.21%
1994
3.70%
-1.76%
1993
19.84%
17.65%
1992
6.84%
13.94%
1991
26.26%
40.70%
1990
-30.01%
-11.95%
1989
--
18.31%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.50% -- -- --
2024 6.85% -4.24% 8.92% -1.58%
2023 4.24% 3.70% 0.26% 10.85%
2022 0.76% -15.66% -9.31% 4.74%
2021 11.74% 1.91% -4.20% 1.91%
2020 -35.93% 13.18% 22.16% 17.56%
2019 10.50% -1.11% 0.17% 9.32%
2018 -1.05% 8.86% 2.76% -15.54%
2017 3.93% 0.98% 2.08% 1.73%
2016 4.60% 5.32% 5.28% 3.88%

2015 5.98% -1.27% -16.09% 7.00%
2014 5.18% 3.87% -0.82% 3.82%
2013 12.08% 2.53% 7.44% 5.65%
2012 9.91% 2.96% 4.97% 3.52%
2011 9.65% 3.71% -17.97% 9.11%
2010 10.93% -10.60% 9.59% 12.55%
2009 -7.61% 21.38% 23.98% 7.40%
2008 -11.61% 0.29% -11.85% -28.21%
2007 7.37% 3.22% 2.04% -9.09%
2006 5.55% -2.17% 8.42% 9.27%
2005 2.18% 2.33% 1.51% 4.35%
2004 1.53% 3.62% -1.95% 11.27%
2003 -4.97% 26.50% 4.46% 14.55%
2002 11.16% -4.52% -16.30% 8.36%
2001 0.35% 9.16% -9.28% 6.10%
2000 -4.95% 6.77% 4.93% 5.93%
1999 -2.82% 13.83% -5.56% -0.40%
1998 12.40% 1.16% -13.40% 14.46%
1997 6.89% 9.74% 7.83% 2.02%
1996 8.30% 5.11% 5.71% 8.57%
1995 3.24% 3.43% 8.60% 2.25%
1994 1.48% -3.73% 8.57% -2.24%
1993 6.75% 3.70% 2.30% 5.82%
1992 4.40% -7.00% -3.38% 13.89%
1991 19.18% 0.10% 4.14% 1.63%
1990 -4.90% -1.10% -20.20% -6.75%
1989 7.16% 8.83% 0.22% --

Rank in Category (By Total Return)

YTD 2
1-Month 73
3-Month 2
1-Year 16
3-Year 41
5-Year 64

Load Adjusted Returns

1-Year 3.64%
3-Year 4.39%
5-Year 10.93%
10-Year 4.35%

Performance & Risk

YTD Return 5.34%
5y Average Return 14.69%
Rank in Category (ytd) 2
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family Longleaf Partners
Net Assets 654.35M
YTD Return -2.27%
Yield 0.11%
Morningstar Rating
Inception Date Feb 21, 1989

Fund Summary

The Small-Cap Fund normally invests at least 80% of net assets plus any borrowings for investment purposes in the equity securities, including convertible securities, of a limited number of companies whose market capitalizations at the time of purchase are considered small cap. The fund primarily owns common stock but may purchase other types of securities. It is non-diversified.

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