Nasdaq - Delayed Quote USD

Longleaf Partners Global (LLGLX)

12.65 +0.01 (+0.08%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.93%
5y Average Return 2.21%
Number of Years Up 7
Number of Years Down 4
Best 1Y Total Return (Apr 18, 2024) 28.40%
Worst 1Y Total Return (Apr 18, 2024) --
Best 3Y Total Return 28.40%
Worst 3Y Total Return -5.27%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LLGLX
Category
YTD
8.39%
14.38%
1-Month
5.38%
-1.21%
3-Month
8.39%
5.03%
1-Year
15.60%
39.50%
3-Year
-1.26%
9.11%
5-Year
3.82%
10.10%
10-Year
3.18%
7.90%
Last Bull Market
32.52%
15.53%
Last Bear Market
-14.64%
-17.52%

Annual Total Return (%) History

Year
LLGLX
Category
2024
--
--
2023
22.48%
--
2022
-24.14%
--
2021
8.20%
--
2020
3.57%
2.50%
2019
20.38%
20.73%
2018
-16.16%
-10.41%
2017
26.33%
18.90%

2016
20.43%
9.24%
2015
-13.76%
-3.06%
2014
-5.98%
3.61%
2013
28.40%
25.36%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.39% -- -- --
2023 14.84% 3.21% -3.45% 7.03%
2022 -5.84% -14.64% -14.35% 10.19%
2021 13.20% 1.27% -8.36% 3.00%
2020 -29.26% 19.40% 4.40% 17.46%
2019 12.62% 0.16% -2.84% 9.84%
2018 -1.27% 0.95% 1.61% -17.21%
2017 8.70% 9.92% 3.01% 2.64%
2016 1.30% -0.59% 17.71% 1.60%
2015 -1.38% -2.80% -15.20% 6.08%

2014 2.73% 2.43% -7.62% -3.26%
2013 3.90% -0.96% 14.29% 9.18%

Rank in Category (By Total Return)

YTD 18
1-Month 19
3-Month 18
1-Year 60
3-Year 100
5-Year 98

Load Adjusted Returns

1-Year 15.60%
3-Year -1.26%
5-Year 3.82%
10-Year 3.18%

Performance & Risk

YTD Return 2.93%
5y Average Return 2.21%
Rank in Category (ytd) 18
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.14
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Value
Fund Family Longleaf Partners
Net Assets 265.71M
YTD Return 8.39%
Yield 0.13%
Morningstar Rating
Inception Date Dec 27, 2012

Fund Summary

The Global Fund normally invests at least 40% of total assets in the equity securities of non-U.S. issuers throughout the world, which could include emerging market issuers, and may achieve its exposure to non-U.S. securities through investing in American depositary receipts (ADRs). The fund primarily owns common stock or securities convertible into common stocks. The fund is non-diversified.

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