NALFX vs. LLGLX
Compare and contrast key facts about New Alternatives Fund (NALFX) and Longleaf Partners Global Fund (LLGLX).
NALFX is managed by New Alternatives. It was launched on Sep 2, 1982. LLGLX is managed by Longleaf Partners. It was launched on Dec 26, 2012.
Performance
NALFX vs. LLGLX - Performance Comparison
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NALFX vs. LLGLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NALFX New Alternatives Fund | 8.31% | 28.13% | -6.03% | -2.49% | -15.87% | -4.78% | 61.74% | 36.98% | -6.91% | 21.24% |
LLGLX Longleaf Partners Global Fund | -4.43% | 16.68% | 10.54% | 22.48% | -24.14% | 8.09% | 3.60% | 22.46% | -16.14% | 26.34% |
Returns By Period
In the year-to-date period, NALFX achieves a 8.31% return, which is significantly higher than LLGLX's -4.43% return. Over the past 10 years, NALFX has outperformed LLGLX with an annualized return of 10.36%, while LLGLX has yielded a comparatively lower 7.14% annualized return.
NALFX
- 1D
- 2.50%
- 1M
- -2.56%
- YTD
- 8.31%
- 6M
- 10.62%
- 1Y
- 31.32%
- 3Y*
- 6.67%
- 5Y*
- 0.93%
- 10Y*
- 10.36%
LLGLX
- 1D
- 1.21%
- 1M
- -7.21%
- YTD
- -4.43%
- 6M
- -0.92%
- 1Y
- 13.94%
- 3Y*
- 9.55%
- 5Y*
- 1.58%
- 10Y*
- 7.14%
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NALFX vs. LLGLX - Expense Ratio Comparison
NALFX has a 0.89% expense ratio, which is lower than LLGLX's 1.15% expense ratio.
Return for Risk
NALFX vs. LLGLX — Risk / Return Rank
NALFX
LLGLX
NALFX vs. LLGLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for New Alternatives Fund (NALFX) 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.
| NALFX | LLGLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.93 | 0.79 | +1.15 |
Sortino ratioReturn per unit of downside risk | 2.46 | 1.26 | +1.20 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.16 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 2.88 | 0.96 | +1.91 |
Martin ratioReturn relative to average drawdown | 11.04 | 3.33 | +7.72 |
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
| NALFX | LLGLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.93 | 0.79 | +1.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.09 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.38 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.32 | +0.10 |
Correlation
The correlation between NALFX and LLGLX is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
NALFX vs. LLGLX - Dividend Comparison
NALFX's dividend yield for the trailing twelve months is around 1.08%, less than LLGLX's 10.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NALFX New Alternatives Fund | 1.08% | 1.17% | 2.04% | 4.47% | 4.63% | 5.14% | 4.93% | 5.55% | 6.62% | 4.16% | 3.71% | 1.71% |
LLGLX Longleaf Partners Global Fund | 10.02% | 9.57% | 3.16% | 0.14% | 0.90% | 7.15% | 2.99% | 4.31% | 12.38% | 1.09% | 0.49% | 0.24% |
Drawdowns
NALFX vs. LLGLX - Drawdown Comparison
The maximum NALFX drawdown since its inception was -59.67%, which is greater than LLGLX's maximum drawdown of -40.46%. Use the drawdown chart below to compare losses from any high point for NALFX and LLGLX.
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Drawdown Indicators
| NALFX | LLGLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.67% | -40.46% | -19.21% |
Max Drawdown (1Y)Largest decline over 1 year | -10.60% | -13.45% | +2.85% |
Max Drawdown (5Y)Largest decline over 5 years | -38.03% | -38.26% | +0.23% |
Max Drawdown (10Y)Largest decline over 10 years | -42.35% | -40.46% | -1.89% |
Current DrawdownCurrent decline from peak | -7.33% | -11.33% | +4.00% |
Average DrawdownAverage peak-to-trough decline | -14.89% | -10.89% | -4.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.76% | 3.90% | -1.14% |
Volatility
NALFX vs. LLGLX - Volatility Comparison
New Alternatives Fund (NALFX) has a higher volatility of 7.09% compared to Longleaf Partners Global Fund (LLGLX) at 4.28%. This indicates that NALFX's price experiences larger fluctuations and is considered to be riskier than LLGLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NALFX | LLGLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.09% | 4.28% | +2.81% |
Volatility (6M)Calculated over the trailing 6-month period | 10.83% | 10.74% | +0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.45% | 17.93% | -1.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.72% | 18.46% | -0.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.92% | 18.98% | -1.06% |