Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TAREX (THIRD AVENUE REAL ESTATE VALUE FUND INSTITUTIONAL CLASS) | 5.91% | 18.42% | 5.13% | 5.72% | 1.81% | 5.77% | 4.02% | 7.73% |
Data as of 06/26/2025, AR inception is 09/17/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAREX (THIRD AVENUE REAL ESTATE VALUE FUND INSTITUTIONAL CLASS) | 09/17/1998 | 06/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.28 | 18.42 | 5.13 | 5.72 | 1.81 | 5.77 | 4.02 | 7.73 | 5.91 | 8.41 | 18.37 | -31.71 | 20.08 | -8.23 | 21.09 | -19.98 | 22.18 | 5.86 | -3.70 | 13.12 | 16.42 | 36.24 | -12.35 | 17.78 | 38.46 | -44.70 | -8.22 | 30.16 | 14.38 | 28.16 | 37.34 | 4.24 | 15.35 | 25.62 | 2.25 | 6.50 |
| Sharpe Ratio | NA | 0.61 | 0.13 | 0.13 | 0.01 | NA | NA | 0.34 | 0.23 | 0.11 | 0.82 | -1.41 | 1.31 | -0.23 | 1.72 | -1.73 | 2.92 | 0.37 | -0.33 | 1.83 | 1.81 | 3.11 | -0.59 | 1.18 | 1.23 | -1.07 | -0.59 | 2.36 | 1.36 | 3.11 | 4.85 | 0.29 | 1.51 | 1.68 | -0.10 | 1.88 |
| Standard Deviation(%) | NA | 19.17 | 19.37 | 18.66 | 18.89 | NA | NA | 17.88 | 21.15 | 16.20 | 17.45 | 23.63 | 15.35 | 36.46 | 11.47 | 12.35 | 7.42 | 15.22 | 11.21 | 7.15 | 9.06 | 11.73 | 21.13 | 14.95 | 31.15 | 42.67 | 19.11 | 11.45 | 8.99 | 8.75 | 7.56 | 10.74 | 8.80 | 12.85 | 9.40 | 11.38 |
| Draw Down(%) | NA | 20.76 | 25.42 | 39.22 | 44.28 | NA | NA | 67.72 | 15.87 | 13.02 | 17.68 | 32.81 | 10.76 | 42.84 | 12.96 | 24.49 | 3.18 | 15.52 | 10.76 | 6.53 | 7.64 | 9.72 | 25.21 | 11.97 | 34.50 | 59.02 | 19.29 | 7.53 | 5.95 | 11.72 | 4.71 | 14.77 | 11.11 | 5.82 | 11.55 | 6.65 |
| Yield(%) | 0.00 | 0.90 | 1.00 | 1.07 | 3.91 | 5.86 | 4.65 | 11.04 | 0.00 | 0.88 | 1.55 | 0.65 | 0.71 | 0.91 | 18.75 | 7.97 | 7.12 | 1.89 | 5.08 | 3.95 | 2.75 | 10.98 | 0.00 | 4.47 | 1.70 | 1.55 | 11.13 | 11.86 | 5.49 | 2.06 | 3.31 | 3.07 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/26/2025, AR inception is 09/17/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAREX (THIRD AVENUE REAL ESTATE VALUE FUND INSTITUTIONAL CLASS) |
-21.33%
Feb 2006 - Feb 2009 |
-6.57%
Feb 2004 - Feb 2009 |
-0.10%
Oct 2013 - Oct 2023 |
1.33%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAREX (THIRD AVENUE REAL ESTATE VALUE FUND INSTITUTIONAL CLASS) |
30.58%
Mar 2003 - Mar 2006 |
24.73%
Feb 2009 - Feb 2014 |
14.07%
Feb 2009 - Feb 2019 |
11.78%
Jan 2000 - Jan 2015 |
Annualized Rolling Returns Comparison Chart