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Third Avenue Real Estate Value Z (TARZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.31-0.10 (-0.47%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.97%
5-year average return3.22%
Number of years up3
Number of years down2
Best 1-yr total return (12 Jun 2024)30.64%
Worst 1-yr total return (12 Jun 2024)N/A
Best 3-yr total return30.64%
Worst 3-yr total return-4.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTARZXCategory
YTD1.06%14.32%
1-month5.81%0.73%
3-month0.97%8.73%
1-year24.31%32.33%
3-year-0.22%7.75%
5-year4.19%6.57%
10-year3.26%6.49%
Last bull market31.50%23.44%
Last bear market-15.34%-20.52%

Annual total return (%) history

Year
TARZXCategory
2024
N/AN/A
2023
23.40%N/A
2022
-26.46%N/A
2021
30.64%N/A
2020
-8.13%-5.43%
2019
21.19%23.45%
2018
N/A-7.11%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.82%N/AN/AN/A
20232.05%6.03%-5.54%20.73%
2022-7.38%-15.34%-11.41%5.86%
202110.72%6.34%-0.59%11.61%
2020-28.79%10.90%3.16%12.77%
201915.85%-2.85%0.18%7.49%
2018-1.46%-4.13%-13.36%N/A

Rank in category (by total return)

YTD2
1-month1
3-month44
1-year1
3-year1
5-year6

Load adjusted returns

1-year24.31%
3-year-0.22%
5-year4.19%
10-year3.26%