Longleaf Partners' market value is the price at which a share of Longleaf Partners trades on a public exchange. It measures the collective expectations of Longleaf Partners Small Cap investors about its performance. Longleaf Partners is trading at 29.62 as of the 27th of January 2026; that is 0.57 percent decrease since the beginning of the trading day. The fund's open price was 29.79. With this module, you can estimate the performance of a buy and hold strategy of Longleaf Partners Small Cap and determine expected loss or profit from investing in Longleaf Partners over a given investment horizon. Check out Longleaf Partners Correlation, Longleaf Partners Volatility and Longleaf Partners Alpha and Beta module to complement your research on Longleaf Partners.
Please note, there is a significant difference between Longleaf Partners' value and its price as these two are different measures arrived at by different means. Investors typically determine if Longleaf Partners is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Longleaf Partners' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
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.
0.00
10/29/2025
No Change 0.00
0.0
In 2 months and 31 days
01/27/2026
0.00
If you would invest 0.00 in Longleaf Partners on October 29, 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 Delaware Limited-term, Diversified Income, Tiaa Cref, Fidelity Advisor, Columbia Diversified, Fulcrum Diversified, and Royce Premier. 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.
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.
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.
At this stage we consider Longleaf Mutual Fund to be very steady. Longleaf Partners Small has Sharpe Ratio of 0.0736, which conveys that the entity had a 0.0736 % 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 0.569, risk adjusted performance of 0.0288, and Downside Deviation of 0.6881 to check out if the risk estimate we provide is consistent with the expected return of 0.0528%. The fund secures a Beta (Market Risk) of 0.56, 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
0.18
Very weak predictability
Longleaf Partners Small Cap has very weak predictability. Overlapping area represents the amount of predictability between Longleaf Partners time series from 29th of October 2025 to 13th of December 2025 and 13th of December 2025 to 27th of January 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 0.18 indicates that over 18.0% of current Longleaf Partners price fluctuation can be explain by its past prices.
Correlation Coefficient
0.18
Spearman Rank Test
0.63
Residual Average
0.0
Price Variance
0.12
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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.