Longleaf Partners Small Cap Fund Manager Performance Evaluation
| LLSCX Fund | USD 29.36 0.13 0.44% |
The fund secures a Beta (Market Risk) of 0.68, 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.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Longleaf Partners Small Cap are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Longleaf Partners may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more1 | Longleaf Partners Small-Cap Fund Q3 2024 Commentary - Seeking Alpha | 10/22/2024 |
| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 0.9500 |
Longleaf |
Longleaf Partners Relative Risk vs. Return Landscape
If you would invest 2,733 in Longleaf Partners Small Cap on August 29, 2024 and sell it today you would earn a total of 203.00 from holding Longleaf Partners Small Cap or generate 7.43% return on investment over 90 days. Longleaf Partners Small Cap is currently producing 0.1169% returns and takes up 0.7942% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Longleaf, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Longleaf Partners Current Valuation
Fairly Valued
Today
Please note that Longleaf Partners' price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Longleaf Partners Small secures a last-minute Real Value of $29.11 per share. The latest price of the fund is $29.36. We determine the value of Longleaf Partners Small from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Longleaf Partners is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Longleaf Mutual Fund. However, Longleaf Partners' intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 29.36 | Real 29.11 | Hype 29.49 |
The intrinsic value of Longleaf Partners' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Longleaf Partners' stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Longleaf Partners Small Cap helps investors to forecast how Longleaf mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Longleaf Partners more accurately as focusing exclusively on Longleaf Partners' fundamentals will not take into account other important factors: Longleaf Partners Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Longleaf Partners' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Longleaf Partners Small Cap, and traders can use it to determine the average amount a Longleaf Partners' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1472
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| Cash | LLSCX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.79 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Longleaf Partners is performing at about 11% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Longleaf Partners by adding it to a well-diversified portfolio.
Longleaf Partners Fundamentals Growth
Longleaf Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Longleaf Partners, and Longleaf Partners fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Longleaf Mutual Fund performance.
| Price To Earning | 21.70 X | ||||
| Price To Book | 1.33 X | ||||
| Price To Sales | 1.95 X | ||||
About Longleaf Partners Performance
Evaluating Longleaf Partners' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Longleaf Partners has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Longleaf Partners has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The Small-Cap Fund normally invests at least 80 percent of net assets plus any borrowings for investment purposes in the equity securities, including convertible securities, of a limited number of companies whose market capitalizations at the time of purchase are considered small cap. The fund primarily owns common stock but may purchase other types of securities. It is non-diversified.Things to note about Longleaf Partners Small performance evaluation
Checking the ongoing alerts about Longleaf Partners for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Longleaf Partners Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 25.45% of its assets in cash |
- Analyzing Longleaf Partners' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Longleaf Partners' stock is overvalued or undervalued compared to its peers.
- Examining Longleaf Partners' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Longleaf Partners' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Longleaf Partners' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Longleaf Partners' mutual fund. These opinions can provide insight into Longleaf Partners' potential for growth and whether the stock is currently undervalued or overvalued.
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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