NOMIX vs. LLSCX
NOMIX (Northern Mid Cap Index Fund) and LLSCX (Longleaf Partners Small-Cap Fund) are both Mid Cap Blend Equities funds. Over the past 10 years, NOMIX returned 10.75%/yr vs 5.81%/yr for LLSCX. Their correlation of 0.84 means they have usually moved in the same direction. NOMIX charges 0.10%/yr vs 0.95%/yr for LLSCX.
Performance
NOMIX vs. LLSCX - Performance Comparison
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Returns By Period
In the year-to-date period, NOMIX achieves a 14.71% return, which is significantly higher than LLSCX's -3.30% return. Over the past 10 years, NOMIX has outperformed LLSCX with an annualized return of 10.75%, while LLSCX has yielded a comparatively lower 5.81% annualized return.
NOMIX
- 1D
- 0.80%
- 1M
- -1.00%
- 6M
- 10.26%
- YTD
- 14.71%
- 1Y
- 21.10%
- 3Y*
- 12.84%
- 5Y*
- 8.27%
- 10Y*
- 10.75%
- ALL TIME*
- 9.95%
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%
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 |
NOMIX vs. LLSCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NOMIX Northern Mid Cap Index Fund | 14.71% | 7.45% | 13.41% | 16.43% | -13.42% | 24.47% | 13.59% | 25.94% | -11.31% | 16.06% |
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% |
Correlation
The correlation between NOMIX and LLSCX is 0.46, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.46 |
Correlation (3Y) Balances recent behavior with more history. | 0.70 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.79 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.80 |
Correlation (All Time) Calculated using the full available price history since Mar 23, 2005 | 0.84 |
Over the past year, the correlation between NOMIX and LLSCX has dropped to 0.46 - well below their long-term average of 0.84, suggesting their price drivers have been diverging.
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Return for Risk
NOMIX vs. LLSCX — Risk / Return Rank
NOMIX
LLSCX
NOMIX vs. LLSCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Northern Mid Cap Index Fund (NOMIX) and Longleaf Partners Small-Cap Fund (LLSCX). 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.
| NOMIX | LLSCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.28 | ||
| Sortino ratioReturn per unit of downside risk | +1.84 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 0.99 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 2.18 | -0.15 | +2.33 |
| Martin ratioReturn relative to average drawdown | 7.89 | -0.31 | +8.20 |
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Drawdowns
NOMIX vs. LLSCX - Drawdown Comparison
The maximum NOMIX drawdown since its inception was -55.44%, smaller than the maximum LLSCX drawdown of -63.97%. Use the drawdown chart below to compare losses from any high point for NOMIX and LLSCX.
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Drawdown Indicators
| NOMIX | LLSCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.44% | -63.97% | +8.53% |
Max Drawdown (1Y)Largest decline over 1 year | -8.84% | -11.44% | +2.60% |
Max Drawdown (3Y)Largest decline over 3 years | -24.34% | -15.40% | -8.94% |
Max Drawdown (5Y)Largest decline over 5 years | -27.65% | -26.67% | -0.98% |
Max Drawdown (10Y)Largest decline over 10 years | -42.03% | -42.23% | +0.20% |
Current DrawdownCurrent decline from peak | -2.21% | -7.56% | +5.35% |
Average DrawdownAverage peak-to-trough decline | -7.87% | -8.90% | +1.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.45% | 5.62% | -3.17% |
Volatility
NOMIX vs. LLSCX - Volatility Comparison
The current volatility for Northern Mid Cap Index Fund (NOMIX) is 3.48%, while Longleaf Partners Small-Cap Fund (LLSCX) has a volatility of 5.13%. This indicates that NOMIX experiences smaller price fluctuations and is considered to be less risky than LLSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NOMIX | LLSCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.48% | 5.13% | -1.65% |
Volatility (6M)Calculated over the trailing 6-month period | 12.72% | 10.29% | +2.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.77% | 13.38% | +3.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.23% | 17.03% | +4.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.76% | 24.58% | -2.82% |
NOMIX vs. LLSCX - Expense Ratio Comparison
NOMIX has a 0.10% expense ratio, which is lower than LLSCX's 0.95% expense ratio.
Dividends
NOMIX vs. LLSCX - Dividend Comparison
NOMIX's dividend yield for the trailing twelve months is around 6.04%, more than LLSCX's 1.21% 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% |
NOMIX Northern Mid Cap Index Fund | 6.04% | 6.93% | 9.67% | 8.01% | 10.43% | 10.30% | 4.80% | 2.21% | 9.23% | 7.46% | 6.46% | 8.25% |
Frequently Asked Questions
NOMIX and LLSCX have a correlation of 0.46, 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 NOMIX (3.48%). In terms of maximum drawdown, NOMIX dropped -55.44% vs LLSCX's -63.97%.
NOMIX currently has the higher Sharpe Ratio (1.15 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.
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