DDDIX vs. LLSCX
DDDIX (13D Activist Fund) and LLSCX (Longleaf Partners Small-Cap Fund) are both Mid Cap Blend Equities funds. Over the past 10 years, DDDIX returned 10.18%/yr vs 5.81%/yr for LLSCX. Their 0.77 correlation means they have sometimes moved together and sometimes differently. DDDIX charges 1.51%/yr vs 0.95%/yr for LLSCX.
Performance
DDDIX vs. LLSCX - Performance Comparison
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Returns By Period
In the year-to-date period, DDDIX achieves a 28.42% return, which is significantly higher than LLSCX's -3.30% return. Over the past 10 years, DDDIX has outperformed LLSCX with an annualized return of 10.18%, while LLSCX has yielded a comparatively lower 5.81% annualized return.
DDDIX
- 1D
- 0.56%
- 1M
- -3.71%
- 6M
- 25.23%
- YTD
- 28.42%
- 1Y
- 39.46%
- 3Y*
- 11.72%
- 5Y*
- 4.41%
- 10Y*
- 10.18%
- ALL TIME*
- 11.70%
LLSCX
- 1D
- -2.33%
- 1M
- 1.15%
- 6M
- -4.81%
- YTD
- -3.30%
- 1Y
- 1.06%
- 3Y*
- 5.40%
- 5Y*
- 2.00%
- 10Y*
- 5.81%
- ALL TIME*
- 9.87%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
DDDIX 13D Activist Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
DDDIX vs. LLSCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DDDIX 13D Activist Fund | 28.42% | 3.05% | 1.67% | 10.86% | -17.53% | 19.62% | 18.92% | 31.79% | -13.43% | 23.76% |
LLSCX Longleaf Partners Small-Cap Fund | -3.30% | 7.56% | 9.69% | 20.17% | -19.25% | 11.18% | 4.17% | 27.74% | -6.52% | 9.07% |
Correlation
The correlation between DDDIX and LLSCX is 0.42, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.42 |
Correlation (3Y) Balances recent behavior with more history. | 0.64 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.75 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.76 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2012 | 0.77 |
Over the past year, the correlation between DDDIX and LLSCX has dropped to 0.42 - well below their long-term average of 0.77, suggesting their price drivers have been diverging.
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Return for Risk
DDDIX vs. LLSCX — Risk / Return Rank
DDDIX
LLSCX
DDDIX vs. LLSCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for 13D Activist Fund (DDDIX) and Longleaf Partners Small-Cap Fund (LLSCX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DDDIX | LLSCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.89 | ||
| Sortino ratioReturn per unit of downside risk | +2.60 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 0.99 | +0.31 |
| Calmar ratioReturn relative to maximum drawdown | 3.31 | -0.15 | +3.46 |
| Martin ratioReturn relative to average drawdown | 10.56 | -0.31 | +10.87 |
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Drawdowns
DDDIX vs. LLSCX - Drawdown Comparison
The maximum DDDIX drawdown since its inception was -43.82%, smaller than the maximum LLSCX drawdown of -63.97%. Use the drawdown chart below to compare losses from any high point for DDDIX and LLSCX.
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Drawdown Indicators
| DDDIX | LLSCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.82% | -63.97% | +20.15% |
Max Drawdown (1Y)Largest decline over 1 year | -10.82% | -11.44% | +0.62% |
Max Drawdown (3Y)Largest decline over 3 years | -28.76% | -15.40% | -13.36% |
Max Drawdown (5Y)Largest decline over 5 years | -28.76% | -26.67% | -2.09% |
Max Drawdown (10Y)Largest decline over 10 years | -43.82% | -42.23% | -1.59% |
Current DrawdownCurrent decline from peak | -4.57% | -7.56% | +2.99% |
Average DrawdownAverage peak-to-trough decline | -7.10% | -8.90% | +1.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.38% | 5.62% | -2.24% |
Volatility
DDDIX vs. LLSCX - Volatility Comparison
The current volatility for 13D Activist Fund (DDDIX) is 4.80%, while Longleaf Partners Small-Cap Fund (LLSCX) has a volatility of 5.13%. This indicates that DDDIX experiences smaller price fluctuations and is considered to be less risky than LLSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DDDIX | LLSCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 5.13% | -0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 14.46% | 10.29% | +4.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.36% | 13.38% | +6.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.27% | 17.03% | +3.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.95% | 24.58% | -3.63% |
DDDIX vs. LLSCX - Expense Ratio Comparison
DDDIX has a 1.51% expense ratio, which is higher than LLSCX's 0.95% expense ratio.
Dividends
DDDIX vs. LLSCX - Dividend Comparison
DDDIX's dividend yield for the trailing twelve months is around 3.60%, more than LLSCX's 1.21% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DDDIX 13D Activist Fund | 3.60% | 4.62% | 5.16% | 3.89% | 9.39% | 9.30% | 6.98% | 6.88% | 5.33% | 1.69% | 0.00% | 0.00% |
LLSCX Longleaf Partners Small-Cap Fund | 1.21% | 1.17% | 0.11% | 0.94% | 1.20% | 0.82% | 5.85% | 14.89% | 18.13% | 8.43% | 18.01% | 5.91% |
Frequently Asked Questions
DDDIX and LLSCX have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LLSCX has higher volatility (5.13%) compared to DDDIX (4.80%). In terms of maximum drawdown, DDDIX dropped -43.82% vs LLSCX's -63.97%.
DDDIX currently has the higher Sharpe Ratio (1.76 vs -0.13), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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