Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TAVFX (THIRD AVENUE VALUE FUND INSTITUTIONAL CLASS) | 15.11% | 42.65% | 19.43% | 13.32% | 8.55% | 6.52% | 5.03% | … | … |
Data as of 06/04/2026, Common starting date is 10/31/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAVFX (THIRD AVENUE VALUE FUND INSTITUTIONAL CLASS) | 10/31/1990 | 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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 42.65 | 19.43 | 13.32 | 8.55 | 6.52 | 5.03 | … | … | 15.11 | 35.53 | -2.14 | 20.25 | 14.39 | 19.15 | 7.76 | 9.03 | -28.72 | 8.81 | 5.68 | -14.12 | 2.96 | 18.90 | 27.51 | -20.63 | 13.98 | 44.59 | -45.62 | 5.82 | 14.75 | 16.55 | 26.61 | 37.21 | -15.19 | 2.82 | 20.72 | 12.82 | 3.94 | 23.87 | 21.94 | 30.84 | -2.28 | 21.90 | 19.25 | 16.30 | 8.60 |
| Sharpe Ratio | NA | 2.59 | 1.00 | 0.58 | 0.31 | NA | NA | … | … | 2.25 | 1.72 | -0.39 | 1.03 | 0.54 | 1.00 | 0.17 | 0.46 | -1.79 | 0.89 | 0.29 | -0.86 | 0.30 | 1.86 | 1.92 | -0.88 | 0.72 | 1.49 | -1.07 | 0.16 | 1.23 | 1.62 | 2.61 | 2.94 | -0.97 | 0.02 | 0.77 | 0.65 | 0.03 | 2.23 | 2.66 | 4.02 | -0.69 | 2.31 | 1.37 | 0.68 | 3.30 |
| Standard Deviation(%) | NA | 15.30 | 16.58 | 18.61 | 21.73 | NA | NA | … | … | 16.28 | 19.08 | 14.68 | 16.33 | 24.28 | 19.15 | 44.36 | 16.51 | 16.83 | 9.16 | 18.99 | 16.54 | 9.96 | 10.14 | 14.39 | 23.47 | 19.37 | 29.82 | 43.60 | 16.30 | 9.23 | 8.81 | 9.83 | 12.43 | 16.87 | 17.47 | 21.38 | 14.50 | 15.43 | 9.02 | 6.82 | 6.68 | 7.70 | 8.52 | 12.16 | 18.26 | 18.45 |
| Draw Down(%) | NA | 11.48 | 22.50 | 22.50 | 63.16 | NA | NA | … | … | 11.48 | 16.94 | 15.09 | 13.31 | 21.60 | 15.72 | 50.21 | 21.94 | 34.74 | 4.64 | 15.82 | 19.51 | 9.89 | 7.63 | 14.50 | 31.11 | 15.93 | 27.91 | 56.44 | 10.57 | 10.48 | 3.98 | 10.22 | 12.09 | 31.13 | 18.63 | 8.73 | 13.88 | 26.37 | 8.08 | 6.50 | 3.38 | 7.57 | 4.21 | 4.84 | 15.94 | 5.43 |
| Yield(%) | 0.00 | 8.03 | 7.49 | 5.52 | 3.81 | 3.45 | 3.00 | … | … | 0.00 | 8.80 | 8.83 | 5.18 | 3.34 | 1.31 | 0.75 | 2.65 | 0.35 | 3.18 | 0.94 | 1.36 | 3.96 | 3.80 | 3.20 | 1.71 | 2.12 | 3.39 | 0.30 | 3.55 | 6.07 | 10.69 | 1.88 | 1.14 | 1.18 | 2.29 | 19.43 | 1.31 | 1.30 | 2.24 | 3.31 | 2.39 | 1.42 | 1.79 | 1.60 | 1.48 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/31/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAVFX (THIRD AVENUE VALUE FUND INSTITUTIONAL CLASS) |
-22.48%
Mar 2017 – Mar 2020 |
-15.04%
Mar 2015 – Mar 2020 |
-4.72%
Mar 2010 – Mar 2020 |
-2.69%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAVFX (THIRD AVENUE VALUE FUND INSTITUTIONAL CLASS) |
40.20%
Mar 2020 – Mar 2023 |
25.16%
Mar 2020 – Mar 2025 |
16.87%
Nov 1990 – Nov 2000 |
15.67%
Nov 1990 – Nov 2005 |
Annualized Rolling Returns Comparison Chart