Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TVRVX (THIRD AVENUE REAL ESTATE VALUE FUND INVESTOR CLASS) | 7.52% | 17.02% | 10.39% | 10.42% | 4.46% | 7.11% | NA | 7.25% |
Data as of 07/25/2025, AR inception is 01/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TVRVX (THIRD AVENUE REAL ESTATE VALUE FUND INVESTOR CLASS) | 01/04/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.52 | 17.02 | 10.39 | 10.42 | 4.46 | 7.11 | NA | 7.25 | 7.52 | 14.12 | 23.13 | -26.69 | 30.34 | -8.48 | 20.80 | -20.21 | 21.88 | 5.57 | -3.91 | 12.88 | 16.15 | 35.94 | -12.57 | 16.44 |
| Sharpe Ratio | NA | 0.76 | 0.38 | 0.47 | 0.16 | NA | NA | 0.36 | 0.54 | 0.69 | 1.11 | -1.25 | 2.23 | -0.24 | 1.68 | -1.76 | 2.87 | 0.35 | -0.35 | 1.79 | 1.78 | 3.08 | -0.60 | 1.09 |
| Standard Deviation(%) | NA | 18.23 | 18.70 | 17.92 | 18.60 | NA | NA | 16.91 | 19.98 | 15.31 | 17.74 | 22.54 | 13.60 | 36.51 | 11.48 | 12.34 | 7.43 | 15.20 | 11.22 | 7.18 | 9.06 | 11.76 | 21.16 | 15.09 |
| Draw Down(%) | NA | 16.48 | 21.13 | 32.03 | 44.61 | NA | NA | 44.61 | 15.89 | 8.24 | 17.71 | 32.03 | 5.68 | 42.89 | 13.06 | 24.69 | 3.20 | 15.57 | 10.88 | 6.57 | 7.64 | 9.72 | 25.25 | 12.02 |
| Yield(%) | 0.00 | 6.48 | 6.11 | 6.59 | 5.60 | 7.18 | 5.49 | 7.32 | 0.00 | 6.86 | 5.87 | 5.75 | 10.67 | 0.61 | 18.37 | 7.69 | 6.86 | 1.58 | 4.87 | 3.73 | 2.59 | 10.76 | 0.00 | 4.31 |
Data as of 07/25/2025, 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 |
|---|---|---|---|---|
| TVRVX (THIRD AVENUE REAL ESTATE VALUE FUND INVESTOR CLASS) |
-8.23%
Mar 2017 - Mar 2020 |
-3.82%
Mar 2015 - Mar 2020 |
1.23%
Oct 2013 - Oct 2023 |
6.25%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TVRVX (THIRD AVENUE REAL ESTATE VALUE FUND INVESTOR CLASS) |
21.68%
Sep 2011 - Sep 2014 |
14.37%
Feb 2010 - Feb 2015 |
9.74%
Dec 2011 - Dec 2021 |
7.55%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart