LLSCX vs. FTSIX
Compare and contrast key facts about Longleaf Partners Small-Cap Fund (LLSCX) and Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX).
LLSCX is managed by Longleaf Partners. It was launched on Feb 21, 1989. FTSIX is managed by Fuller & Thaler Asset Mgmt. It was launched on Dec 26, 2018.
Performance
LLSCX vs. FTSIX - Performance Comparison
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LLSCX vs. FTSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
LLSCX Longleaf Partners Small-Cap Fund | -3.68% | 7.56% | 9.69% | 20.17% | -19.25% | 11.18% | 4.17% | 27.74% |
FTSIX Fuller & Thaler Behavioral Small-Mid Core Equity Fund | 3.61% | 6.04% | 11.86% | 18.52% | -17.63% | 25.29% | 19.19% | 26.72% |
Returns By Period
In the year-to-date period, LLSCX achieves a -3.68% return, which is significantly lower than FTSIX's 3.61% return.
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%
FTSIX
- 1D
- -0.79%
- 1M
- -6.26%
- YTD
- 3.61%
- 6M
- 6.00%
- 1Y
- 15.31%
- 3Y*
- 10.74%
- 5Y*
- 5.15%
- 10Y*
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LLSCX vs. FTSIX - Expense Ratio Comparison
LLSCX has a 0.95% expense ratio, which is lower than FTSIX's 2.69% expense ratio.
Return for Risk
LLSCX vs. FTSIX — Risk / Return Rank
LLSCX
FTSIX
LLSCX vs. FTSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Longleaf Partners Small-Cap Fund (LLSCX) and Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX). 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.
| LLSCX | FTSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.15 | 0.80 | -0.65 |
Sortino ratioReturn per unit of downside risk | 0.32 | 1.27 | -0.95 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.17 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.10 | 1.06 | -0.96 |
Martin ratioReturn relative to average drawdown | 0.30 | 4.30 | -4.01 |
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
| LLSCX | FTSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.15 | 0.80 | -0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.27 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.51 | 0.00 |
Correlation
The correlation between LLSCX and FTSIX is 0.83, 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
LLSCX vs. FTSIX - Dividend Comparison
LLSCX's dividend yield for the trailing twelve months is around 1.22%, more than FTSIX's 0.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FTSIX Fuller & Thaler Behavioral Small-Mid Core Equity Fund | 0.62% | 0.64% | 0.84% | 0.85% | 0.95% | 5.50% | 0.35% | 2.16% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LLSCX vs. FTSIX - Drawdown Comparison
The maximum LLSCX drawdown since its inception was -63.97%, which is greater than FTSIX's maximum drawdown of -42.12%. Use the drawdown chart below to compare losses from any high point for LLSCX and FTSIX.
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Drawdown Indicators
| LLSCX | FTSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.97% | -42.12% | -21.85% |
Max Drawdown (1Y)Largest decline over 1 year | -10.47% | -13.29% | +2.82% |
Max Drawdown (5Y)Largest decline over 5 years | -28.37% | -27.57% | -0.80% |
Max Drawdown (10Y)Largest decline over 10 years | -42.23% | — | — |
Current DrawdownCurrent decline from peak | -7.92% | -6.80% | -1.12% |
Average DrawdownAverage peak-to-trough decline | -8.90% | -7.80% | -1.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.68% | 3.27% | +0.41% |
Volatility
LLSCX vs. FTSIX - Volatility Comparison
The current volatility for Longleaf Partners Small-Cap Fund (LLSCX) is 3.90%, while Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX) has a volatility of 5.08%. This indicates that LLSCX experiences smaller price fluctuations and is considered to be less risky than FTSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LLSCX | FTSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.90% | 5.08% | -1.18% |
Volatility (6M)Calculated over the trailing 6-month period | 9.23% | 11.04% | -1.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.42% | 20.05% | -4.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.00% | 19.10% | -2.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.58% | 23.47% | +1.11% |