GTSGX vs. LLSCX
Compare and contrast key facts about Madison Mid Cap Fund (GTSGX) and Longleaf Partners Small-Cap Fund (LLSCX).
GTSGX is managed by Madison Funds. It was launched on Jul 21, 1983. LLSCX is managed by Longleaf Partners. It was launched on Feb 21, 1989.
Performance
GTSGX vs. LLSCX - Performance Comparison
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GTSGX vs. LLSCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GTSGX Madison Mid Cap Fund | -6.46% | 1.62% | 10.24% | 26.51% | -13.60% | 26.31% | 9.45% | 33.53% | -1.60% | 15.65% |
LLSCX Longleaf Partners Small-Cap Fund | -3.68% | 7.56% | 9.69% | 20.17% | -19.25% | 11.18% | 4.17% | 27.74% | -6.52% | 9.07% |
Returns By Period
In the year-to-date period, GTSGX achieves a -6.46% return, which is significantly lower than LLSCX's -3.68% return. Over the past 10 years, GTSGX has outperformed LLSCX with an annualized return of 9.90%, while LLSCX has yielded a comparatively lower 6.69% annualized return.
GTSGX
- 1D
- 0.00%
- 1M
- -9.39%
- YTD
- -6.46%
- 6M
- -7.55%
- 1Y
- -0.83%
- 3Y*
- 7.99%
- 5Y*
- 6.52%
- 10Y*
- 9.90%
LLSCX
- 1D
- 0.61%
- 1M
- -3.81%
- YTD
- -3.68%
- 6M
- -2.59%
- 1Y
- 2.07%
- 3Y*
- 9.42%
- 5Y*
- 1.87%
- 10Y*
- 6.69%
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GTSGX vs. LLSCX - Expense Ratio Comparison
Both GTSGX and LLSCX have an expense ratio of 0.95%.
Return for Risk
GTSGX vs. LLSCX — Risk / Return Rank
GTSGX
LLSCX
GTSGX vs. LLSCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Madison Mid Cap Fund (GTSGX) 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.
| GTSGX | LLSCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.02 | 0.15 | -0.17 |
Sortino ratioReturn per unit of downside risk | 0.12 | 0.32 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.04 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | -0.17 | 0.10 | -0.27 |
Martin ratioReturn relative to average drawdown | -0.50 | 0.30 | -0.80 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GTSGX | LLSCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.02 | 0.15 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.11 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.27 | +0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.14 | 0.51 | -0.37 |
Correlation
The correlation between GTSGX and LLSCX is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
GTSGX vs. LLSCX - Dividend Comparison
GTSGX's dividend yield for the trailing twelve months is around 3.60%, more than LLSCX's 1.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GTSGX Madison Mid Cap Fund | 3.60% | 3.37% | 5.76% | 1.25% | 1.96% | 4.38% | 3.43% | 3.74% | 7.57% | 3.58% | 4.34% | 6.09% |
LLSCX Longleaf Partners Small-Cap Fund | 1.22% | 1.17% | 0.11% | 0.94% | 1.20% | 0.82% | 5.85% | 14.89% | 18.13% | 8.43% | 18.01% | 5.91% |
Drawdowns
GTSGX vs. LLSCX - Drawdown Comparison
The maximum GTSGX drawdown since its inception was -73.82%, which is greater than LLSCX's maximum drawdown of -63.97%. Use the drawdown chart below to compare losses from any high point for GTSGX and LLSCX.
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Drawdown Indicators
| GTSGX | LLSCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.82% | -63.97% | -9.85% |
Max Drawdown (1Y)Largest decline over 1 year | -11.99% | -10.47% | -1.52% |
Max Drawdown (5Y)Largest decline over 5 years | -21.94% | -28.37% | +6.43% |
Max Drawdown (10Y)Largest decline over 10 years | -38.25% | -42.23% | +3.98% |
Current DrawdownCurrent decline from peak | -11.99% | -7.92% | -4.07% |
Average DrawdownAverage peak-to-trough decline | -29.79% | -8.90% | -20.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.02% | 3.68% | +0.34% |
Volatility
GTSGX vs. LLSCX - Volatility Comparison
Madison Mid Cap Fund (GTSGX) and Longleaf Partners Small-Cap Fund (LLSCX) have volatilities of 3.88% and 3.90%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GTSGX | LLSCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.88% | 3.90% | -0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 9.91% | 9.23% | +0.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.95% | 15.42% | +3.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.33% | 17.00% | +0.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.00% | 24.58% | -6.58% |