Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TVFVX (THIRD AVENUE VALUE FUND INVESTOR CLASS) | 14.61% | -2.99% | 13.36% | 19.79% | 6.25% | 7.46% | NA | 6.59% |
Data as of 07/02/2025, AR inception is 01/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TVFVX (THIRD AVENUE VALUE FUND INVESTOR CLASS) | 01/04/2010 | 07/02/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.27 | -2.99 | 13.36 | 19.79 | 6.25 | 7.46 | NA | 6.59 | 14.61 | -8.59 | 17.34 | 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 | -0.29 | 0.34 | 0.91 | 0.21 | NA | NA | 0.27 | 1.10 | -0.96 | 0.81 | 0.53 | 0.98 | 0.16 | 0.69 | -1.53 | 1.66 | 0.74 | -0.60 | 0.47 | 1.82 | 1.91 | -0.89 | 0.59 |
| Standard Deviation(%) | NA | 20.38 | 19.30 | 20.10 | 21.65 | NA | NA | 19.79 | 22.74 | 15.77 | 16.24 | 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 | 26.74 | 27.59 | 27.59 | 57.86 | NA | NA | 57.86 | 16.96 | 20.60 | 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 | 2.02 | 2.80 | 3.23 | 4.13 | 5.06 | 3.36 | 4.48 | 0.00 | 2.19 | 2.18 | 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 07/02/2025, AR inception 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 |
5.85%
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 |
22.68%
Mar 2020 - Mar 2025 |
8.94%
May 2012 - May 2022 |
7.33%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart