LLGLX vs. LLSCX
LLGLX (Longleaf Partners Global Fund) and LLSCX (Longleaf Partners Small-Cap Fund) are both mutual funds - LLGLX is a Global Equities fund managed by Longleaf Partners, while LLSCX is a Mid Cap Blend Equities fund managed by Longleaf Partners. Over the past 10 years, LLGLX returned 7.24%/yr vs 5.81%/yr for LLSCX. Their 0.78 correlation means they have sometimes moved together and sometimes differently. LLGLX charges 1.15%/yr vs 0.95%/yr for LLSCX.
Performance
LLGLX vs. LLSCX - Performance Comparison
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Returns By Period
In the year-to-date period, LLGLX achieves a 3.64% return, which is significantly higher than LLSCX's -3.30% return. Over the past 10 years, LLGLX has outperformed LLSCX with an annualized return of 7.24%, while LLSCX has yielded a comparatively lower 5.81% annualized return.
LLGLX
- 1D
- 0.14%
- 1M
- 0.28%
- 6M
- -0.68%
- YTD
- 3.64%
- 1Y
- 11.44%
- 3Y*
- 9.24%
- 5Y*
- 4.08%
- 10Y*
- 7.24%
- ALL TIME*
- 6.15%
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) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
LLGLX vs. LLSCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LLGLX Longleaf Partners Global Fund | 3.64% | 16.68% | 10.54% | 22.48% | -24.14% | 8.09% | 3.60% | 22.46% | -16.14% | 26.34% |
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 LLGLX and LLSCX is 0.75, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.75 |
Correlation (3Y) Balances recent behavior with more history. | 0.74 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.82 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.80 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013 | 0.78 |
The correlation between LLGLX and LLSCX has been stable across timeframes, ranging from 0.74 to 0.82 - a consistent structural relationship.
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Return for Risk
LLGLX vs. LLSCX — Risk / Return Rank
LLGLX
LLSCX
LLGLX vs. LLSCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Longleaf Partners Global Fund (LLGLX) 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.
| LLGLX | LLSCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.83 | ||
| Sortino ratioReturn per unit of downside risk | +1.19 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 0.99 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 0.74 | -0.15 | +0.90 |
| Martin ratioReturn relative to average drawdown | 1.81 | -0.31 | +2.12 |
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Drawdowns
LLGLX vs. LLSCX - Drawdown Comparison
The maximum LLGLX drawdown since its inception was -40.46%, smaller than the maximum LLSCX drawdown of -63.97%. Use the drawdown chart below to compare losses from any high point for LLGLX and LLSCX.
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Drawdown Indicators
| LLGLX | LLSCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.46% | -63.97% | +23.51% |
Max Drawdown (1Y)Largest decline over 1 year | -13.45% | -11.44% | -2.01% |
Max Drawdown (3Y)Largest decline over 3 years | -19.94% | -15.40% | -4.54% |
Max Drawdown (5Y)Largest decline over 5 years | -35.84% | -26.67% | -9.17% |
Max Drawdown (10Y)Largest decline over 10 years | -40.46% | -42.23% | +1.77% |
Current DrawdownCurrent decline from peak | -3.84% | -7.56% | +3.72% |
Average DrawdownAverage peak-to-trough decline | -10.80% | -8.90% | -1.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.52% | 5.62% | -0.10% |
Volatility
LLGLX vs. LLSCX - Volatility Comparison
Longleaf Partners Global Fund (LLGLX) and Longleaf Partners Small-Cap Fund (LLSCX) have volatilities of 4.92% and 5.13%, 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
| LLGLX | LLSCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.92% | 5.13% | -0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 10.18% | 10.29% | -0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.41% | 13.38% | +1.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.52% | 17.03% | +1.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.79% | 24.58% | -5.79% |
LLGLX vs. LLSCX - Expense Ratio Comparison
LLGLX has a 1.15% expense ratio, which is higher than LLSCX's 0.95% expense ratio.
Dividends
LLGLX vs. LLSCX - Dividend Comparison
LLGLX's dividend yield for the trailing twelve months is around 9.24%, more than LLSCX's 1.21% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LLGLX Longleaf Partners Global Fund | 9.24% | 9.57% | 3.16% | 0.14% | 0.90% | 7.15% | 2.99% | 4.31% | 12.38% | 1.09% | 0.49% | 0.24% |
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
LLGLX and LLSCX have a correlation of 0.75, 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 LLGLX (4.92%). In terms of maximum drawdown, LLGLX dropped -40.46% vs LLSCX's -63.97%.
LLGLX currently has the higher Sharpe Ratio (0.70 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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