Longleaf Partners Fund Key Fundamental Indicators
| LLPFX Fund | USD 22.25 0.02 0.09% |
As of the 1st of February, Longleaf Partners secures the Risk Adjusted Performance of 0.1207, mean deviation of 0.858, and Downside Deviation of 0.8285. In connection with fundamental indicators, the technical analysis model lets you check existing technical drivers of Longleaf Partners, as well as the relationship between them.
Longleaf Partners' financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Longleaf Partners' valuation are provided below:Longleaf Partners Fund does not presently have any fundamental ratios for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Longleaf |
Longleaf Partners 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Longleaf Partners' mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Longleaf Partners.
| 11/03/2025 |
| 02/01/2026 |
If you would invest 0.00 in Longleaf Partners on November 3, 2025 and sell it all today you would earn a total of 0.00 from holding Longleaf Partners Fund or generate 0.0% return on investment in Longleaf Partners over 90 days. Longleaf Partners is related to or competes with Calamos Short-term, Thrivent High, Flexible Bond, Oklahoma Municipal, Bbh Intermediate, Multisector Bond, and Versatile Bond. The fund primarily owns common stock or securities convertible into common stock but may purchase other types of securit... More
Longleaf Partners Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Longleaf Partners' mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Longleaf Partners Fund upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.8285 | |||
| Information Ratio | 0.134 | |||
| Maximum Drawdown | 14.22 | |||
| Value At Risk | (1.11) | |||
| Potential Upside | 2.4 |
Longleaf Partners Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Longleaf Partners' investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Longleaf Partners' standard deviation. In reality, there are many statistical measures that can use Longleaf Partners historical prices to predict the future Longleaf Partners' volatility.| Risk Adjusted Performance | 0.1207 | |||
| Jensen Alpha | 0.2821 | |||
| Total Risk Alpha | 0.1924 | |||
| Sortino Ratio | 0.2972 | |||
| Treynor Ratio | (10.19) |
Longleaf Partners February 1, 2026 Technical Indicators
| Cycle Indicators | ||
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| Math Transform | ||
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| Overlap Studies | ||
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| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1207 | |||
| Market Risk Adjusted Performance | (10.18) | |||
| Mean Deviation | 0.858 | |||
| Semi Deviation | 0.3672 | |||
| Downside Deviation | 0.8285 | |||
| Coefficient Of Variation | 630.92 | |||
| Standard Deviation | 1.84 | |||
| Variance | 3.37 | |||
| Information Ratio | 0.134 | |||
| Jensen Alpha | 0.2821 | |||
| Total Risk Alpha | 0.1924 | |||
| Sortino Ratio | 0.2972 | |||
| Treynor Ratio | (10.19) | |||
| Maximum Drawdown | 14.22 | |||
| Value At Risk | (1.11) | |||
| Potential Upside | 2.4 | |||
| Downside Variance | 0.6864 | |||
| Semi Variance | 0.1348 | |||
| Expected Short fall | (1.00) | |||
| Skewness | 5.48 | |||
| Kurtosis | 37.23 |
Longleaf Partners Backtested Returns
Longleaf Partners appears to be very steady, given 3 months investment horizon. Longleaf Partners has Sharpe Ratio of 0.16, which conveys that the entity had a 0.16 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Longleaf Partners, which you can use to evaluate the volatility of the fund. Please exercise Longleaf Partners' Mean Deviation of 0.858, risk adjusted performance of 0.1207, and Downside Deviation of 0.8285 to check out if our risk estimates are consistent with your expectations. The fund secures a Beta (Market Risk) of -0.0276, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Longleaf Partners are expected to decrease at a much lower rate. During the bear market, Longleaf Partners is likely to outperform the market.
Auto-correlation | 0.21 |
Weak predictability
Longleaf Partners Fund has weak predictability. Overlapping area represents the amount of predictability between Longleaf Partners time series from 3rd of November 2025 to 18th of December 2025 and 18th of December 2025 to 1st of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Longleaf Partners price movement. The serial correlation of 0.21 indicates that over 21.0% of current Longleaf Partners price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.21 | |
| Spearman Rank Test | 0.28 | |
| Residual Average | 0.0 | |
| Price Variance | 0.04 |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
| Competition |
Based on the latest financial disclosure, Longleaf Partners Fund has a Price To Book of 1.44 times. This is much higher than that of the Longleaf Partners family and significantly higher than that of the Mid-Cap Value category. The price to book for all United States funds is notably lower than that of the firm.
Longleaf Partners Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Longleaf Partners's current stock value. Our valuation model uses many indicators to compare Longleaf Partners value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Longleaf Partners competition to find correlations between indicators driving Longleaf Partners's intrinsic value. More Info.Longleaf Partners Fund is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Longleaf Partners Fund is roughly 7.64 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Longleaf Partners' earnings, one of the primary drivers of an investment's value.Longleaf Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Longleaf Partners's current stock value. Our valuation model uses many indicators to compare Longleaf Partners value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Longleaf Partners competition to find correlations between indicators driving Longleaf Partners's intrinsic value. More Info.Longleaf Partners Fund is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Longleaf Partners Fund is roughly 7.64 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Longleaf Partners' earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Longleaf Partners
The fund consists of 76.98% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Longleaf Partners' investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Longleaf Fundamentals
| Price To Earning | 11.00 X | |||
| Price To Book | 1.44 X | |||
| Price To Sales | 1.18 X | |||
| Total Asset | 1.1 B | |||
| Annual Yield | 0.01 % | |||
| Year To Date Return | 1.35 % | |||
| One Year Return | 2.79 % | |||
| Three Year Return | 6.68 % | |||
| Five Year Return | 4.92 % | |||
| Ten Year Return | 4.36 % | |||
| Net Asset | 1.1 B | |||
| Minimum Initial Investment | 10 K | |||
| Cash Position Weight | 19.32 % | |||
| Equity Positions Weight | 76.98 % |
About Longleaf Partners Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Longleaf Partners Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Longleaf Partners using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Longleaf Partners Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund primarily owns common stock or securities convertible into common stock but may purchase other types of securities. Longleaf Partners is traded on NASDAQ Exchange in the United States.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Longleaf Mutual Fund
Longleaf Partners financial ratios help investors to determine whether Longleaf Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Longleaf with respect to the benefits of owning Longleaf Partners security.
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