LLPFX - Longleaf Partners

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating
Year-to-Date Return15.51%
5-Year Average Return9.43%
Number of Years Up24
Number of Years Down6
Best 1 Yr Total Return (Dec 30, 2017)53.60%
Worst 1 Yr Total Return (Dec 30, 2017)-50.60%
Best 3-Yr Total Return53.60%
Worst 3-Yr Total Return-15.74%

Trailing Returns (%) Vs. Benchmarks

ReturnLLPFXCategory
YTD15.51%20.44%
1-Month2.21%1.20%
3-Month3.62%6.41%
1-Year15.51%20.44%
3-Year4.23%9.70%
5-Year9.43%14.24%
10-Year4.74%7.61%
Last Bull Market22.64%23.90%
Last Bear Market-20.66%-17.63%

Annual Total Return (%) History

Year
LLPFXCategory
2017
15.51%20.44%
2016
20.72%10.37%
2015
-18.80%-1.07%
2014
4.92%10.96%
2013
32.12%31.50%
2012
16.53%14.96%
2011
-2.85%-1.27%
2010
17.89%14.01%
2009
53.60%28.17%
2008
-50.60%-37.79%
2007
-0.44%6.16%
2006
21.63%14.17%
2005
3.62%5.88%
2004
7.14%10.02%
2003
34.80%27.05%
2002
-8.34%-22.25%
2001
10.34%-13.50%
2000
20.60%-6.31%
1999
2.18%20.16%
1998
14.28%22.39%
1997
28.25%28.37%
1996
21.02%20.76%
1995
27.48%32.35%
1994
8.96%-0.93%
1993
22.23%10.21%
1992
20.50%7.00%
1991
39.17%30.90%
1990
-16.37%-3.13%
1989
23.28%25.43%
1988
35.27%14.20%
1987
N/A3.78%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20173.90%3.91%3.25%3.62%
20164.34%2.10%11.07%2.03%
2015-1.09%-2.98%-19.78%5.47%
20140.27%6.80%-3.43%1.46%
201311.63%-1.80%9.82%9.75%
201212.91%-5.22%5.61%3.11%
20118.74%1.33%-20.23%10.53%
20106.89%-7.96%8.40%10.55%
2009-2.10%26.63%18.20%4.83%
2008-10.89%2.98%-17.52%-34.74%
20072.21%8.08%-1.45%-8.55%
200610.36%-1.26%3.53%7.81%
2005-1.09%0.00%3.87%0.85%
20041.20%1.85%-2.98%7.14%
2003-1.03%16.67%3.97%12.28%
20027.10%-8.15%-12.36%6.32%
2001-0.40%11.32%-13.62%15.22%
2000-5.42%8.46%4.85%12.12%
19996.23%14.16%-15.31%-0.51%
199813.59%3.96%-18.35%18.52%
19972.14%12.38%14.75%-2.64%
19966.34%3.96%2.57%6.73%
199511.44%5.24%7.27%1.33%
19943.61%4.96%5.38%-4.92%
19938.23%0.94%4.92%6.63%
19926.67%-0.84%2.34%11.32%
199123.80%2.45%3.09%6.44%
1990-5.63%1.98%-17.76%5.66%
19896.03%9.27%11.39%-4.48%
198815.89%5.01%5.53%5.33%
19874.80%-20.33%N/AN/A

Rank In Category (By Total Return)

YTD92
1-Month8
3-Month96
1-Year92
3-Year98
5-Year98

Load Adjusted Returns

1-Year15.51%
3-Year4.23%
5-Year9.43%
10-Year4.74%