Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TAVZX (Third Avenue Value Fund Z Class) | 15.14% | 42.76% | 19.54% | 14.64% | 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 |
|---|---|---|
| TAVZX (Third Avenue 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 (%) | 0.30 | 42.76 | 19.54 | 14.64 | NA | NA | NA | … | … | 15.14 | 35.64 | -2.04 | 20.36 | 17.58 | 22.51 | 7.86 | 13.08 | -20.47 |
| Sharpe Ratio | NA | 2.59 | 1.00 | 0.65 | NA | NA | NA | … | … | 2.26 | 1.72 | -0.39 | 1.03 | 0.67 | 1.18 | 0.17 | 0.71 | -1.75 |
| Standard Deviation(%) | NA | 15.31 | 16.59 | 18.56 | NA | NA | NA | … | … | 16.30 | 19.09 | 14.67 | 16.31 | 24.16 | 19.01 | 43.75 | 16.42 | 14.61 |
| Draw Down(%) | NA | 11.48 | 22.44 | 22.44 | NA | NA | NA | … | … | 11.48 | 16.95 | 15.03 | 13.30 | 21.57 | 14.62 | 50.21 | 21.92 | 26.48 |
| Yield(%) | 0.00 | 8.12 | 7.59 | 6.60 | 5.08 | 3.39 | 2.54 | … | … | 0.00 | 8.90 | 8.94 | 5.30 | 6.35 | 4.53 | 0.83 | 6.45 | 9.78 |
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 |
|---|---|---|---|---|
| TAVZX (Third Avenue Value Fund Z Class) |
5.41%
Jul 2018 – Jul 2021 |
7.41%
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 |
|---|---|---|---|---|
| TAVZX (Third Avenue Value Fund Z Class) |
42.86%
Mar 2020 – Mar 2023 |
26.63%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart