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Performance Comparison
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Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
TAVFX (THIRD AVENUE VALUE FUND INSTITUTIONAL CLASS) 17.70% -1.04% 13.79% 18.81% 3.99% 4.95% 3.62% 8.71%
Data as of 07/25/2025, AR inception is 10/31/1990
More Performance Analytics Comparison
Name Start Date End Date
TAVFX (THIRD AVENUE VALUE FUND INSTITUTIONAL CLASS) 10/31/1990 07/25/2025
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 1997 1996 1995 1994 1993 1992 1991 1990
Annualized Return (%) 4.78 -1.04 13.79 18.81 3.99 4.95 3.62 8.71 17.70 -8.41 17.63 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 -0.20 0.55 0.85 0.11 NA NA 0.36 1.40 -0.95 0.83 0.54 1.00 0.17 0.46 -1.79 0.90 0.29 -0.86 0.30 1.86 1.92 -0.88 0.72 1.49 -1.06 0.17 1.25 1.63 2.61 2.94 -0.97 0.03 0.78 0.66 0.04 2.25 2.68 4.04 -0.68 2.32 1.37 0.68 3.32
Standard Deviation(%) NA 20.60 18.88 19.97 22.14 NA NA 18.69 21.89 15.79 16.25 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 25.31 27.47 27.47 63.16 NA NA 63.95 16.94 20.53 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 2.25 3.24 3.61 1.77 2.52 2.58 12.36 0.00 2.47 2.78 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 07/25/2025, AR inception 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 		22.97%
Mar 2020 - Mar 2025 		16.87%
Nov 1990 - Nov 2000 		15.67%
Nov 1990 - Nov 2005
Annualized Rolling Returns Comparison Chart