Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TARZX (Third Avenue Real Estate Value Fund Z Class) | -6.92% | 1.53% | 12.79% | 3.21% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TARZX (Third Avenue Real Estate Value Fund Z Class) | 03/02/2018 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.21 | 1.53 | 12.79 | 3.21 | NA | NA | NA | … | … | -6.92 | 11.80 | 14.47 | 23.62 | -26.45 | 30.79 | -8.13 | 21.15 | -17.54 |
| Sharpe Ratio | NA | -0.01 | 0.60 | 0.05 | NA | NA | NA | … | … | -0.95 | 0.52 | 0.71 | 1.14 | -1.24 | 2.26 | -0.23 | 1.72 | -1.86 |
| Standard Deviation(%) | NA | 15.10 | 16.94 | 17.80 | NA | NA | NA | … | … | 17.56 | 17.35 | 15.29 | 17.73 | 22.56 | 13.61 | 36.10 | 11.45 | 11.95 |
| Draw Down(%) | NA | 15.76 | 17.66 | 31.85 | NA | NA | NA | … | … | 15.76 | 15.84 | 8.24 | 17.66 | 31.85 | 5.66 | 42.85 | 12.97 | 21.49 |
| Yield(%) | 0.00 | 5.98 | 7.27 | 5.99 | 4.80 | 3.20 | 2.40 | … | … | 0.00 | 6.18 | 7.22 | 6.32 | 6.08 | 11.13 | 1.01 | 18.93 | 8.36 |
Data as of 06/04/2026, Common starting date is 03/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TARZX (Third Avenue Real Estate Value Fund Z Class) |
-4.04%
Dec 2019 – Dec 2022 |
-2.39%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TARZX (Third Avenue Real Estate Value Fund Z Class) |
19.41%
Sep 2022 – Sep 2025 |
12.44%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart