Longleaf Partners Small Cap Fund Market Value
| LLSCX Fund | USD 29.13 0.10 0.34% |
| Symbol | 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.
| 12/02/2025 |
| 03/02/2026 |
If you would invest 0.00 in Longleaf Partners on December 2, 2025 and sell it all today you would earn a total of 0.00 from holding Longleaf Partners Small Cap or generate 0.0% return on investment in Longleaf Partners over 90 days. Longleaf Partners is related to or competes with Longleaf Partners, Longleaf Partners, Global Quality, Goldman Sachs, Hennessy Cornerstone, Vanguard Wellesley, and American Funds. The Small-Cap Fund normally invests at least 80 percent of net assets plus any borrowings for investment purposes in the... 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 Small Cap upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.8454 | |||
| Information Ratio | (0.07) | |||
| Maximum Drawdown | 4.26 | |||
| Value At Risk | (1.24) | |||
| Potential Upside | 1.28 |
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 | 0.0391 | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.05) | |||
| Sortino Ratio | (0.06) | |||
| Treynor Ratio | 0.0511 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Longleaf Partners' price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Longleaf Partners March 2, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0391 | |||
| Market Risk Adjusted Performance | 0.0611 | |||
| Mean Deviation | 0.5717 | |||
| Semi Deviation | 0.7792 | |||
| Downside Deviation | 0.8454 | |||
| Coefficient Of Variation | 1958.02 | |||
| Standard Deviation | 0.7684 | |||
| Variance | 0.5905 | |||
| Information Ratio | (0.07) | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.05) | |||
| Sortino Ratio | (0.06) | |||
| Treynor Ratio | 0.0511 | |||
| Maximum Drawdown | 4.26 | |||
| Value At Risk | (1.24) | |||
| Potential Upside | 1.28 | |||
| Downside Variance | 0.7146 | |||
| Semi Variance | 0.6072 | |||
| Expected Short fall | (0.61) | |||
| Skewness | (0.77) | |||
| Kurtosis | 2.01 |
Longleaf Partners Small Backtested Returns
At this stage we consider Longleaf Mutual Fund to be very steady. Longleaf Partners Small has Sharpe Ratio of 0.0299, which conveys that the entity had a 0.0299 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Longleaf Partners, which you can use to evaluate the volatility of the fund. Please verify Longleaf Partners' Mean Deviation of 0.5717, downside deviation of 0.8454, and Risk Adjusted Performance of 0.0391 to check out if the risk estimate we provide is consistent with the expected return of 0.0227%. The fund secures a Beta (Market Risk) of 0.57, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Longleaf Partners' returns are expected to increase less than the market. However, during the bear market, the loss of holding Longleaf Partners is expected to be smaller as well.
Auto-correlation | -0.62 |
Very good reverse predictability
Longleaf Partners Small Cap has very good reverse predictability. Overlapping area represents the amount of predictability between Longleaf Partners time series from 2nd of December 2025 to 16th of January 2026 and 16th of January 2026 to 2nd of March 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 Small price movement. The serial correlation of -0.62 indicates that roughly 62.0% of current Longleaf Partners price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.62 | |
| Spearman Rank Test | -0.41 | |
| Residual Average | 0.0 | |
| Price Variance | 0.15 |
Also Currently Popular
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.
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios |