Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TVFVX (THIRD AVENUE VALUE FUND INVESTOR CLASS) | 11.50% | 37.13% | 17.92% | 12.45% | 10.76% | 8.46% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TVFVX (THIRD AVENUE VALUE FUND INVESTOR CLASS) | 01/04/2010 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.48 | 37.13 | 17.92 | 12.45 | 10.76 | 8.46 | NA | … | … | 11.50 | 35.23 | -2.39 | 19.93 | 14.08 | 18.85 | 7.50 | 12.71 | -21.08 | 13.90 | 12.98 | -8.70 | 4.61 | 18.61 | 27.20 | -20.82 | 11.25 |
| Sharpe Ratio | NA | 2.20 | 0.88 | 0.53 | 0.43 | NA | NA | … | … | 1.57 | 1.70 | -0.41 | 1.01 | 0.52 | 0.98 | 0.16 | 0.68 | -1.53 | 1.66 | 0.74 | -0.60 | 0.47 | 1.82 | 1.91 | -0.89 | 0.59 |
| Standard Deviation(%) | NA | 15.69 | 16.59 | 18.67 | 21.39 | NA | NA | … | … | 16.83 | 19.09 | 14.68 | 16.32 | 24.28 | 19.16 | 44.38 | 16.44 | 14.69 | 8.01 | 17.16 | 14.63 | 9.76 | 10.18 | 14.37 | 23.49 | 19.03 |
| Draw Down(%) | NA | 11.50 | 22.68 | 22.68 | 57.86 | NA | NA | … | … | 11.50 | 16.96 | 15.21 | 13.37 | 21.69 | 15.82 | 50.23 | 22.00 | 27.72 | 4.09 | 15.86 | 17.70 | 9.93 | 7.66 | 14.56 | 31.18 | 16.02 |
| Yield(%) | 0.00 | 7.70 | 7.12 | 5.18 | 5.96 | 5.35 | 4.45 | … | … | 0.00 | 8.49 | 8.50 | 4.57 | 2.87 | 0.93 | 0.53 | 5.91 | 9.32 | 8.01 | 8.40 | 6.87 | 5.55 | 3.54 | 3.02 | 1.50 | 1.91 |
Data as of 06/05/2026, Common starting date is 01/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TVFVX (THIRD AVENUE VALUE FUND INVESTOR CLASS) |
-17.67%
Mar 2017 – Mar 2020 |
-9.63%
Mar 2015 – Mar 2020 |
-1.67%
Mar 2010 – Mar 2020 |
6.47%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TVFVX (THIRD AVENUE VALUE FUND INVESTOR CLASS) |
39.84%
Mar 2020 – Mar 2023 |
24.84%
Mar 2020 – Mar 2025 |
12.75%
Feb 2016 – Feb 2026 |
8.53%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart