LLSCX vs. LLGLX
LLSCX (Longleaf Partners Small-Cap Fund) and LLGLX (Longleaf Partners Global Fund) are both mutual funds - LLSCX is a Mid Cap Blend Equities fund managed by Longleaf Partners, while LLGLX is a Global Equities fund managed by Longleaf Partners. Over the past 10 years, LLSCX returned 5.81%/yr vs 7.24%/yr for LLGLX. Their 0.78 correlation means they have sometimes moved together and sometimes differently. LLSCX charges 0.95%/yr vs 1.15%/yr for LLGLX.
Performance
LLSCX vs. LLGLX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, LLSCX achieves a -3.30% return, which is significantly lower than LLGLX's 3.64% return. Over the past 10 years, LLSCX has underperformed LLGLX with an annualized return of 5.81%, while LLGLX has yielded a comparatively higher 7.24% annualized return.
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%
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%
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 |
LLSCX vs. LLGLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Correlation
The correlation between LLSCX and LLGLX 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 LLSCX and LLGLX has been stable across timeframes, ranging from 0.74 to 0.82 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
LLSCX vs. LLGLX — Risk / Return Rank
LLSCX
LLGLX
LLSCX vs. LLGLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Longleaf Partners Small-Cap Fund (LLSCX) and Longleaf Partners Global Fund (LLGLX). 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 | LLGLX | 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 | 0.99 | 1.13 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | -0.15 | 0.74 | -0.90 |
| Martin ratioReturn relative to average drawdown | -0.31 | 1.81 | -2.12 |
Loading charts...
Drawdowns
LLSCX vs. LLGLX - Drawdown Comparison
The maximum LLSCX drawdown since its inception was -63.97%, which is greater than LLGLX's maximum drawdown of -40.46%. Use the drawdown chart below to compare losses from any high point for LLSCX and LLGLX.
Loading charts...
Drawdown Indicators
| LLSCX | LLGLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.97% | -40.46% | -23.51% |
Max Drawdown (1Y)Largest decline over 1 year | -11.44% | -13.45% | +2.01% |
Max Drawdown (3Y)Largest decline over 3 years | -15.40% | -19.94% | +4.54% |
Max Drawdown (5Y)Largest decline over 5 years | -26.67% | -35.84% | +9.17% |
Max Drawdown (10Y)Largest decline over 10 years | -42.23% | -40.46% | -1.77% |
Current DrawdownCurrent decline from peak | -7.56% | -3.84% | -3.72% |
Average DrawdownAverage peak-to-trough decline | -8.90% | -10.80% | +1.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.62% | 5.52% | +0.10% |
Volatility
LLSCX vs. LLGLX - Volatility Comparison
Longleaf Partners Small-Cap Fund (LLSCX) and Longleaf Partners Global Fund (LLGLX) have volatilities of 5.13% and 4.92%, 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.
Loading charts...
Volatility by Period
| LLSCX | LLGLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.13% | 4.92% | +0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 10.29% | 10.18% | +0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.38% | 14.41% | -1.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.03% | 18.52% | -1.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.58% | 18.79% | +5.79% |
LLSCX vs. LLGLX - Expense Ratio Comparison
LLSCX has a 0.95% expense ratio, which is lower than LLGLX's 1.15% expense ratio.
Dividends
LLSCX vs. LLGLX - Dividend Comparison
LLSCX's dividend yield for the trailing twelve months is around 1.21%, less than LLGLX's 9.24% 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
LLSCX and LLGLX 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, LLSCX dropped -63.97% vs LLGLX's -40.46%.
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.
Find the right allocation for LLSCX and LLGLX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer