Longleaf Partners Small-Cap Fund

Monthly Returns (%)
Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1988 0 0 0 0 0 0 0 0 0 0 0 0 0
1989 8.2 1.48 4.28 1.57 4.3 1.15 4.73 3.45 0.45 -1.81 -3 2.33 30.2
1990 -7.77 0.08 3.03 -0.98 -0.91 -1.1 -1.44 -9.91 -10.13 -9.25 -0.7 3.49 -31.3
1991 5.53 8.36 4.22 1.88 -0.1 -1.65 3.16 2.1 -1.12 -0.09 -4.46 6.48 26.3
1992 3 2.64 -1.24 -1.71 -2.56 -2.91 -0.39 -0.48 -2.53 2.3 6.64 4.4 6.8
1993 0.88 0.52 5.28 -1.64 4.68 0.72 2.06 2.25 -1.97 4.26 -0.74 0.97 18.3
1994 2.82 -0.79 -0.51 -1.83 -0.45 -1.49 1.9 4.91 1.56 2.93 -6.04 -4.05 -1.6
1995 0.38 2.1 0.73 0.73 0.14 2.53 1.9 3.18 3.29 -3.51 2.76 -4.58 9.7
1996 3.39 3.08 1.62 1.98 4.88 -1.73 -0.79 3.86 2.59 2.01 2.99 3.38 30.7
1997 3.14 4.13 -0.47 -1.41 5.9 5.12 2.39 1.12 4.15 -1.2 1.52 1.71 29.1
1998 1.17 5.35 5.46 0.68 -0.36 0.84 1.15 -12.39 -2.28 6.87 4.14 2.93 12.8
1999 -1.18 -2.9 1.28 11.39 -2.06 4.34 0.12 -3.29 -2.47 -1.57 2.61 -1.32 4.1
2000 -6.09 -0.74 1.97 2.86 3.49 0.29 5.61 3.83 -4.32 -0.84 -3.77 11.02 12.8
2001 2.92 3.78 -6.04 3.39 4.81 0.73 1.82 -1.86 -9.21 -1.69 6.11 1.76 5.5
2002 1.98 1.49 7.4 2.99 -1.53 -5.85 -1.39 -4.5 -11.12 4.47 7.5 -3.51 -3.7
2003 -5.41 -2.55 3.09 10.82 8.17 5.53 -0.16 3.16 1.43 5.13 3.84 4.95 43.9
2004 2.57 -0.54 -0.48 -2.77 3.38 3.1 -4.12 -0.93 3.23 3.16 6.27 0.13 13.2
2005 -1.54 2.11 1.63 -4.13 5.3 1.36 1.92 -2.2 1.83 -0.47 4.73 0.15 10.8
2006 3.52 -0.46 2.44 0.77 -2.44 -0.5 0.18 4.83 3.24 5.29 3.02 0.74 22.3
2007 2.79 1.97 2.44 1.89 4.31 -2.88 -1.26 0.73 2.59 0.5 -5.7 -4.33 2.5
2008 -2.85 -8.45 -0.62 9.12 0.58 -8.62 -6.17 2.09 -7.97 -25.37 -6.19 2.42 -44
2009 -7.2 -10.27 10.96 19.38 3.23 -1.51 11.38 4.12 6.91 -4.83 4.04 8.47 49.3
2010 -4.64 5.2 10.58 2.77 -4.67 -8.75 8.01 -6.56 8.58 1.56 3.5 7.08 22.3
2011 1.51 5.61 2.29 2.17 2.42 -0.89 -1.92 -7.64 -9.44 9.42 -1.59 1.37 1.8
2012 0.99 7.69 1.06 -0.9 -3.17 7.29 -0.6 1.94 3.59 0.1 1.14 2.19 22.9
2013 6.09 1.34 4.25 0.68 4.69 -2.73 2.95 0.18 4.18 1.23 -0.15 4.44 30.4
2014 -1.26 5.43 1.04 -0.09 0.97 2.96 -0.73 0.68 -0.76 3.47 2.5 -2.06 12.6
2015 -1.35 7 0.41 2.39 -0.61 -2.99 -2.48 -6.8 -7.67 7.41 0.61 -1.06 -6.1
2016 -4.19 3.13 5.85 6.66 -0.3 -0.97 4.27 0.29 0.68 -1.5 5.38 0.02 20.4
2017 0.44 1.52 1.93 0.98 -0.49 0.49 0.35 -1.45 3.22 0 0.56 1.24 9.1
2018 3.15 -3.16 -0.94 1.54 2.67 4.43 0.37 2.18 0.2 -6.09 -0.65 -9.48 -6.5
2019 8.28 1.67 0.37 3.36 -10.02 6.34 1.95 -4.67 3.07 2.56 -3.67 1.55 9.8
2020 -11.83 41.19 0.34 0.8 11.9 -26.58 -9.41 -3.67 -7.43 -0.7 13.21 4.6 -1.7
2021 4.95 3.34 2.19 1.84 1.63 -0.73 -2.1 -0.86 -1.29 2.38 -3.79 2.61 10.3
2022 -2.36 -0.97 4.21 -9.28 3.37 -10.06 4.83 -0.9 -12.7 7.4 0 -3.63 -20.2
2023 11.39 -5.56 -0.91 0.5 -1.82 5.1 8.33 -4.35 -3.23 -5.5 9.63 5.98 19
2024 1.64 10.3