Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TASCX (THIRD AVENUE SMALL-CAP VALUE FUND INSTITUTIONAL CLASS) | 15.80% | 35.47% | 17.60% | 7.41% | 8.80% | 8.74% | 6.85% | … | … |
Data as of 06/04/2026, Common starting date is 06/25/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TASCX (THIRD AVENUE SMALL-CAP VALUE FUND INSTITUTIONAL CLASS) | 06/25/1997 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.38 | 35.47 | 17.60 | 7.41 | 8.80 | 8.74 | 6.85 | … | … | 15.80 | 14.12 | 3.65 | 22.49 | -6.72 | 15.86 | -4.40 | 22.92 | -12.55 | 8.86 | 26.07 | -6.80 | 3.97 | 31.57 | 16.79 | -4.87 | 16.17 | 25.28 | -34.56 | 1.38 | 11.43 | 11.09 | 21.27 | 39.08 | -10.89 | 15.26 | 17.18 | 11.29 | -2.77 | 0.71 |
| Sharpe Ratio | NA | 2.16 | 0.86 | 0.28 | 0.35 | NA | NA | … | … | 2.87 | 0.59 | 0.00 | 1.11 | -0.42 | 0.80 | -0.11 | 1.41 | -0.96 | 0.67 | 1.56 | -0.48 | 0.31 | 2.78 | 1.38 | -0.21 | 0.87 | 0.84 | -0.99 | -0.13 | 0.85 | 1.02 | 1.93 | 2.81 | -0.65 | 0.82 | 0.74 | 0.63 | -0.38 | -0.19 |
| Standard Deviation(%) | NA | 14.26 | 17.19 | 17.89 | 20.63 | NA | NA | … | … | 13.31 | 18.96 | 16.84 | 17.16 | 19.31 | 19.68 | 41.79 | 15.23 | 14.63 | 12.33 | 16.56 | 14.24 | 12.83 | 11.35 | 12.26 | 23.39 | 18.45 | 30.09 | 35.62 | 13.76 | 9.46 | 8.62 | 10.54 | 13.67 | 18.52 | 15.93 | 17.53 | 12.56 | 16.23 | 12.03 |
| Draw Down(%) | NA | 6.29 | 22.54 | 22.54 | 40.45 | NA | NA | … | … | 6.29 | 19.31 | 9.08 | 11.17 | 13.22 | 15.57 | 39.10 | 9.52 | 23.93 | 7.49 | 11.73 | 15.06 | 11.42 | 5.37 | 9.38 | 22.27 | 16.17 | 33.22 | 51.42 | 12.46 | 7.46 | 6.04 | 7.98 | 12.82 | 30.37 | 16.18 | 13.10 | 15.70 | 33.21 | 11.43 |
| Yield(%) | 0.00 | 4.26 | 10.02 | 5.32 | 6.90 | 7.81 | 6.01 | … | … | 0.00 | 4.18 | 11.04 | 15.36 | 0.16 | 0.14 | 0.00 | 8.74 | 9.77 | 13.00 | 10.78 | 12.05 | 20.61 | 7.88 | 3.59 | 0.62 | 1.13 | 0.92 | 2.80 | 10.56 | 5.74 | 2.81 | 0.90 | 0.78 | 0.90 | 2.18 | 7.36 | 0.88 | 0.75 | 0.53 |
Data as of 06/04/2026, Common starting date is 06/25/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TASCX (THIRD AVENUE SMALL-CAP VALUE FUND INSTITUTIONAL CLASS) |
-17.16%
Feb 2006 – Feb 2009 |
-5.65%
Feb 2004 – Feb 2009 |
3.21%
Jan 2006 – Jan 2016 |
3.73%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TASCX (THIRD AVENUE SMALL-CAP VALUE FUND INSTITUTIONAL CLASS) |
27.95%
Mar 2003 – Mar 2006 |
21.43%
Feb 2009 – Feb 2014 |
13.40%
Feb 2009 – Feb 2019 |
11.24%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart