LLSCX vs. DDDIX
LLSCX (Longleaf Partners Small-Cap Fund) and DDDIX (13D Activist Fund) are both Mid Cap Blend Equities funds. Over the past 10 years, LLSCX returned 5.59%/yr vs 10.84%/yr for DDDIX. A 0.77 correlation means they provide meaningful diversification when combined. LLSCX charges 0.95%/yr vs 1.51%/yr for DDDIX.
Performance
LLSCX vs. DDDIX - Performance Comparison
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Returns By Period
In the year-to-date period, LLSCX achieves a -5.84% return, which is significantly lower than DDDIX's 32.60% return. Over the past 10 years, LLSCX has underperformed DDDIX with an annualized return of 5.59%, while DDDIX has yielded a comparatively higher 10.84% annualized return.
LLSCX
- 1D
- 0.70%
- 1M
- -2.21%
- 6M
- -8.79%
- YTD
- -5.84%
- 1Y
- -5.62%
- 3Y*
- 6.22%
- 5Y*
- 0.96%
- 10Y*
- 5.59%
DDDIX
- 1D
- 0.51%
- 1M
- 4.31%
- 6M
- 24.36%
- YTD
- 32.60%
- 1Y
- 41.45%
- 3Y*
- 13.75%
- 5Y*
- 5.06%
- 10Y*
- 10.84%
LLSCX vs. DDDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LLSCX Longleaf Partners Small-Cap Fund | -5.84% | 7.56% | 9.69% | 20.17% | -19.25% | 11.18% | 4.17% | 27.74% | -6.52% | 9.07% |
DDDIX 13D Activist Fund | 32.60% | 3.05% | 1.67% | 10.86% | -17.53% | 19.62% | 18.92% | 31.79% | -13.43% | 23.76% |
Correlation
The correlation between LLSCX and DDDIX is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.66 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.76 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2012 | 0.77 |
Over the past year, the correlation between LLSCX and DDDIX has dropped to 0.49 - well below their long-term average of 0.77, suggesting their price drivers have been diverging.
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Return for Risk
LLSCX vs. DDDIX — Risk / Return Rank
LLSCX
DDDIX
LLSCX vs. DDDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Longleaf Partners Small-Cap Fund (LLSCX) and 13D Activist Fund (DDDIX). 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.
| LLSCX | DDDIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.43 | ||
| Sortino ratioReturn per unit of downside risk | -3.32 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 1.34 | -0.40 |
| Calmar ratioReturn relative to maximum drawdown | -0.52 | 3.70 | -4.22 |
| Martin ratioReturn relative to average drawdown | -1.10 | 11.92 | -13.02 |
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Drawdowns
LLSCX vs. DDDIX - Drawdown Comparison
The maximum LLSCX drawdown since its inception was -63.97%, which is greater than DDDIX's maximum drawdown of -43.82%. Use the drawdown chart below to compare losses from any high point for LLSCX and DDDIX.
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Drawdown Indicators
| LLSCX | DDDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.97% | -43.82% | -20.15% |
Max Drawdown (1Y)Largest decline over 1 year | -11.44% | -10.82% | -0.62% |
Max Drawdown (3Y)Largest decline over 3 years | -15.40% | -28.76% | +13.36% |
Max Drawdown (5Y)Largest decline over 5 years | -26.67% | -28.76% | +2.09% |
Max Drawdown (10Y)Largest decline over 10 years | -42.23% | -43.82% | +1.59% |
Current DrawdownCurrent decline from peak | -9.99% | -1.46% | -8.53% |
Average DrawdownAverage peak-to-trough decline | -8.90% | -7.11% | -1.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.46% | 3.35% | +2.11% |
Volatility
LLSCX vs. DDDIX - Volatility Comparison
The current volatility for Longleaf Partners Small-Cap Fund (LLSCX) is 4.80%, while 13D Activist Fund (DDDIX) has a volatility of 5.36%. This indicates that LLSCX experiences smaller price fluctuations and is considered to be less risky than DDDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LLSCX | DDDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 5.36% | -0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 9.47% | 14.39% | -4.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.11% | 20.28% | -7.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.99% | 20.26% | -3.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.55% | 20.92% | +3.63% |
LLSCX vs. DDDIX - Expense Ratio Comparison
LLSCX has a 0.95% expense ratio, which is lower than DDDIX's 1.51% expense ratio.
Dividends
LLSCX vs. DDDIX - Dividend Comparison
LLSCX's dividend yield for the trailing twelve months is around 1.25%, less than DDDIX's 3.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DDDIX 13D Activist Fund | 3.49% | 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 | 1.25% | 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
LLSCX and DDDIX have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DDDIX has higher volatility (5.36%) compared to LLSCX (4.80%). In terms of maximum drawdown, LLSCX dropped -63.97% vs DDDIX's -43.82%.
DDDIX currently has the higher Sharpe Ratio (1.97 vs -0.46), 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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