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 | 14.4 |