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Third Avenue Small Cap Value Instl (TASCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.78-0.03 (-0.14%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.28%
5-year average return10.93%
Number of years up18
Number of years down8
Best 1-yr total return (27 May 2024)31.47%
Worst 1-yr total return (27 May 2024)N/A
Best 3-yr total return31.47%
Worst 3-yr total return1.45%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTASCXCategory
YTD2.14%26.79%
1-month-3.93%-1.77%
3-month4.37%4.45%
1-year18.49%71.02%
3-year8.37%9.35%
5-year9.30%12.17%
10-year8.01%9.95%
Last bull market23.15%28.07%
Last bear market-8.03%-24.24%

Annual total return (%) history

Year
TASCXCategory
2024
N/AN/A
2023
21.88%N/A
2022
-1.82%N/A
2021
25.84%N/A
2020
-2.96%4.02%
2019
22.81%21.43%
2018
-12.37%-15.46%
2017
8.86%8.54%
2016
26.27%25.99%
2015
-6.66%-6.71%
2014
3.72%3.34%
2013
31.47%36.22%
2012
16.79%16.00%
2011
-4.87%-4.45%
2010
16.20%26.17%
2009
25.29%31.32%
2008
-34.58%-32.24%
2007
1.37%-6.08%
2006
11.43%16.27%
2005
11.10%6.40%
2004
21.30%21.14%
2003
39.04%42.38%
2002
-10.88%-10.12%
2001
15.23%15.92%
2000
17.19%18.64%
1999
11.32%6.78%
1998
-2.77%-6.93%
1997
N/A27.89%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.31%N/AN/AN/A
20234.16%2.98%3.88%9.38%
2022-0.44%-8.03%-3.27%10.85%
202118.51%1.92%-1.27%5.53%
2020-29.59%11.41%-0.28%24.04%
201911.13%2.56%1.14%6.53%
20182.26%2.68%0.87%-17.27%
20170.74%1.74%4.63%1.51%
20163.25%3.93%8.10%8.85%
20153.83%1.17%-11.44%0.33%
20141.02%3.63%-7.17%6.74%
201311.27%0.64%8.54%8.17%
20129.86%-3.73%5.83%4.34%
20116.60%-0.94%-16.84%8.34%
20103.16%-10.34%10.76%13.42%
2009-17.20%23.30%19.23%2.92%
2008-2.85%3.60%-8.81%-28.72%
20072.48%5.92%-3.14%-3.60%
20065.93%-0.89%0.35%5.76%
20051.55%2.37%5.44%1.35%
20045.87%3.72%0.98%9.39%
2003-5.28%18.65%10.38%12.09%
20025.98%-3.66%-20.50%9.79%
2001-0.32%16.65%-11.12%11.49%
20006.18%0.51%5.12%4.45%
1999-8.90%17.11%-6.73%11.88%
19989.88%-4.77%-18.31%13.75%
199710.46%-8.44%N/AN/A

Rank in category (by total return)

YTD15
1-month8
3-month15
1-year28
3-year7
5-year27

Load adjusted returns

1-year18.49%
3-year8.37%
5-year9.30%
10-year8.01%