Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| 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) | 0.26% | 7.98% | 1.73% | 4.41% | 0.95% | 4.94% | NA | 4.95% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TVRVX (THIRD AVENUE REAL ESTATE VALUE FUND INVESTOR CLASS) | 01/04/2010 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 01/04/2010.
AR inception is since 01/04/2010.
| 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 (%) | -0.98 | 7.98 | 1.73 | 4.41 | 0.95 | 4.94 | NA | 4.95 | 0.26 | 8.15 | 18.02 | -31.87 | 19.73 | -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 | 0.09 | -0.13 | 0.08 | -0.04 | NA | NA | 0.22 | -0.10 | 0.10 | 0.79 | -1.41 | 1.28 | -0.24 | 1.69 | -1.75 | 2.87 | 0.35 | -0.35 | 1.79 | 1.78 | 3.08 | -0.60 | 1.09 |
| Standard Deviation(%) | NA | 19.09 | 19.88 | 19.43 | 18.86 | NA | NA | 17.18 | 22.85 | 16.24 | 17.50 | 23.62 | 15.37 | 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 | 20.85 | 26.45 | 39.53 | 44.61 | NA | NA | 44.61 | 15.89 | 13.05 | 17.71 | 32.97 | 10.82 | 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 | 0.62 | 0.72 | 0.75 | 3.66 | 5.38 | 4.05 | 5.40 | 0.00 | 0.63 | 1.28 | 0.42 | 0.37 | 0.61 | 18.37 | 7.69 | 6.86 | 1.58 | 4.87 | 3.73 | 2.59 | 10.76 | 0.00 | 4.31 |
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) |
-9.28%
Dec 2019 - Dec 2022 |
-6.37%
Dec 2017 - Dec 2022 |
-0.36%
Oct 2013 - Oct 2023 |
4.46%
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 |
9.17%
Sep 2011 - Sep 2021 |
5.37%
Feb 2010 - Feb 2025 |
Annualized Rolling Returns Comparison Chart