Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TASZX (Third Avenue Small Cap Value Fund Z Class) | 15.91% | 35.66% | 17.75% | 10.45% | 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 |
|---|---|---|
| TASZX (Third Avenue Small Cap 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 (%) | 0.38 | 35.66 | 17.75 | 10.45 | NA | NA | NA | … | … | 15.91 | 14.19 | 3.79 | 22.65 | -1.82 | 26.09 | -2.78 | 23.09 | -12.00 |
| Sharpe Ratio | NA | 2.17 | 0.87 | 0.46 | NA | NA | NA | … | … | 2.87 | 0.60 | 0.01 | 1.11 | -0.18 | 1.44 | -0.07 | 1.41 | -1.09 |
| Standard Deviation(%) | NA | 14.30 | 17.19 | 17.36 | NA | NA | NA | … | … | 13.38 | 18.93 | 16.84 | 17.20 | 18.35 | 18.08 | 41.72 | 15.30 | 14.38 |
| Draw Down(%) | NA | 6.26 | 22.51 | 22.51 | NA | NA | NA | … | … | 6.26 | 19.26 | 9.07 | 11.18 | 13.14 | 9.84 | 39.00 | 9.46 | 23.93 |
| Yield(%) | 0.00 | 4.33 | 10.08 | 7.81 | 6.04 | 4.03 | 3.02 | … | … | 0.00 | 4.26 | 11.11 | 15.38 | 5.07 | 10.05 | 1.44 | 8.73 | 9.91 |
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 |
|---|---|---|---|---|
| TASZX (Third Avenue Small Cap Value Fund Z Class) |
4.87%
Jul 2018 – Jul 2021 |
3.86%
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 |
|---|---|---|---|---|
| TASZX (Third Avenue Small Cap Value Fund Z Class) |
21.16%
Mar 2020 – Mar 2023 |
16.35%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart