LLSCX vs. VNVYX
LLSCX (Longleaf Partners Small-Cap Fund) and VNVYX (Natixis Funds Trust II Vaughan Nelson Mid Cap Fund) are both Mid Cap Blend Equities funds. Over the past 10 years, LLSCX returned 5.81%/yr vs 10.74%/yr for VNVYX. Their 0.78 correlation means they have sometimes moved together and sometimes differently. LLSCX charges 0.95%/yr vs 0.90%/yr for VNVYX.
Performance
LLSCX vs. VNVYX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, LLSCX achieves a -3.30% return, which is significantly lower than VNVYX's 13.92% return. Over the past 10 years, LLSCX has underperformed VNVYX with an annualized return of 5.81%, while VNVYX has yielded a comparatively higher 10.74% 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%
VNVYX
- 1D
- 1.89%
- 1M
- -4.38%
- 6M
- 5.53%
- YTD
- 13.92%
- 1Y
- 19.86%
- 3Y*
- 18.66%
- 5Y*
- 10.62%
- 10Y*
- 10.74%
- ALL TIME*
- 11.92%
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. VNVYX - 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% |
VNVYX Natixis Funds Trust II Vaughan Nelson Mid Cap Fund | 13.92% | 12.17% | 19.45% | 16.53% | -10.59% | 21.82% | 10.92% | 30.53% | -15.98% | 13.21% |
Correlation
The correlation between LLSCX and VNVYX is 0.24, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.24 |
Correlation (3Y) Balances recent behavior with more history. | 0.51 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.65 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.70 |
Correlation (All Time) Calculated using the full available price history since Oct 31, 2008 | 0.78 |
Over the past year, the correlation between LLSCX and VNVYX has dropped to 0.24 - well below their long-term average of 0.78, suggesting their price drivers have been diverging.
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. VNVYX — Risk / Return Rank
LLSCX
VNVYX
LLSCX vs. VNVYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Longleaf Partners Small-Cap Fund (LLSCX) and Natixis Funds Trust II Vaughan Nelson Mid Cap Fund (VNVYX). 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 | VNVYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.17 | ||
| Sortino ratioReturn per unit of downside risk | -1.73 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.19 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | -0.15 | 1.86 | -2.01 |
| Martin ratioReturn relative to average drawdown | -0.31 | 5.88 | -6.19 |
Loading charts...
Drawdowns
LLSCX vs. VNVYX - Drawdown Comparison
The maximum LLSCX drawdown since its inception was -63.97%, which is greater than VNVYX's maximum drawdown of -42.81%. Use the drawdown chart below to compare losses from any high point for LLSCX and VNVYX.
Loading charts...
Drawdown Indicators
| LLSCX | VNVYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.97% | -42.81% | -21.16% |
Max Drawdown (1Y)Largest decline over 1 year | -11.44% | -12.19% | +0.75% |
Max Drawdown (3Y)Largest decline over 3 years | -15.40% | -22.60% | +7.20% |
Max Drawdown (5Y)Largest decline over 5 years | -26.67% | -22.60% | -4.07% |
Max Drawdown (10Y)Largest decline over 10 years | -42.23% | -42.81% | +0.58% |
Current DrawdownCurrent decline from peak | -7.56% | -9.06% | +1.50% |
Average DrawdownAverage peak-to-trough decline | -8.90% | -6.22% | -2.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.62% | 3.59% | +2.03% |
Volatility
LLSCX vs. VNVYX - Volatility Comparison
The current volatility for Longleaf Partners Small-Cap Fund (LLSCX) is 5.13%, while Natixis Funds Trust II Vaughan Nelson Mid Cap Fund (VNVYX) has a volatility of 6.25%. This indicates that LLSCX experiences smaller price fluctuations and is considered to be less risky than VNVYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| LLSCX | VNVYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.13% | 6.25% | -1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 10.29% | 16.64% | -6.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.38% | 21.79% | -8.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.03% | 19.45% | -2.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.58% | 20.77% | +3.81% |
LLSCX vs. VNVYX - Expense Ratio Comparison
LLSCX has a 0.95% expense ratio, which is higher than VNVYX's 0.90% expense ratio.
Dividends
LLSCX vs. VNVYX - Dividend Comparison
LLSCX's dividend yield for the trailing twelve months is around 1.21%, less than VNVYX's 39.29% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VNVYX Natixis Funds Trust II Vaughan Nelson Mid Cap Fund | 39.29% | 45.02% | 11.91% | 0.53% | 3.46% | 16.14% | 12.25% | 1.07% | 9.78% | 2.71% | 3.33% | 2.58% |
Frequently Asked Questions
LLSCX and VNVYX have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VNVYX has higher volatility (6.25%) compared to LLSCX (5.13%). In terms of maximum drawdown, LLSCX dropped -63.97% vs VNVYX's -42.81%.
VNVYX currently has the higher Sharpe Ratio (1.04 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 VNVYX
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