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Third Avenue Small Cap Value Z (TASZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.47+0.02 (+0.10%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.19%
5-year average return10.52%
Number of years up3
Number of years down2
Best 1-yr total return (6 Jun 2024)26.01%
Worst 1-yr total return (6 Jun 2024)N/A
Best 3-yr total return26.01%
Worst 3-yr total return6.32%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTASZXCategory
YTD4.11%26.79%
1-month1.84%-1.77%
3-month5.52%4.45%
1-year27.92%71.02%
3-year7.75%9.35%
5-year11.84%12.17%
10-year8.18%9.95%
Last bull market23.16%28.07%
Last bear market-8.01%-24.24%

Annual total return (%) history

Year
TASZXCategory
2024
N/AN/A
2023
22.03%N/A
2022
-1.77%N/A
2021
26.01%N/A
2020
-2.90%4.02%
2019
22.98%21.43%
2018
N/A-15.46%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.33%N/AN/AN/A
20234.20%3.02%3.91%9.39%
2022-0.44%-8.01%-3.26%10.86%
202118.57%1.96%-1.26%5.57%
2020-29.58%11.38%-0.21%24.04%
201911.19%2.56%1.19%6.58%
20182.73%0.87%-17.26%N/A

Rank in category (by total return)

YTD37
1-month96
3-month12
1-year27
3-year9
5-year32

Load adjusted returns

1-year27.92%
3-year7.75%
5-year11.84%
10-year8.18%