UK markets closed

Tweedy, Browne Global Value (TBGVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
28.79-0.04 (-0.14%)
At close: 06:46PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.37%
5-year average return6.03%
Number of years up22
Number of years down8
Best 1-yr total return (26 Mar 2024)37.85%
Worst 1-yr total return (26 Mar 2024)N/A
Best 3-yr total return37.85%
Worst 3-yr total return1.85%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTBGVXCategory
YTD1.43%11.56%
1-month1.20%-2.20%
3-month5.04%4.11%
1-year9.15%35.63%
3-year5.80%5.74%
5-year5.24%8.25%
10-year4.53%4.29%
Last bull market35.03%13.65%
Last bear market-7.85%-23.43%

Annual total return (%) history

Year
TBGVXCategory
2023
12.47%N/A
2022
-7.53%N/A
2021
15.59%N/A
2020
-1.00%0.88%
2019
14.63%17.80%
2018
-6.67%-15.44%
2017
15.43%22.08%
2016
5.62%3.34%
2015
-1.46%-3.10%
2014
1.51%-6.32%
2013
19.62%20.81%
2012
18.38%16.21%
2011
-4.13%-12.77%
2010
13.82%7.48%
2009
37.85%30.33%
2008
-38.31%-42.41%
2007
7.54%9.01%
2006
20.14%25.98%
2005
15.42%13.19%
2004
20.01%21.99%
2003
24.93%39.07%
2002
-12.14%-12.37%
2001
-4.67%-15.98%
2000
12.39%-6.76%
1999
25.28%30.02%
1998
10.99%6.98%
1997
22.96%7.03%
1996
20.23%13.85%
1995
10.70%10.70%
1994
4.36%0.61%
1993
N/A38.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20236.64%1.51%-1.70%5.71%
2022-3.27%-7.85%-5.75%10.06%
20217.14%5.17%-2.42%5.13%
2020-21.36%9.90%0.08%14.46%
20198.16%3.72%-0.86%3.07%
2018-2.11%2.40%2.10%-8.82%
20176.79%3.03%2.00%2.86%
2016-2.33%2.80%3.30%1.83%
20153.57%-1.97%-5.37%2.55%
20141.39%3.30%-1.18%-1.92%
20138.05%-0.68%6.42%4.75%
20128.88%-1.47%5.12%4.98%
20111.43%2.24%-12.55%5.73%
20104.39%-6.10%8.61%6.91%
2009-9.41%21.77%15.79%7.93%
2008-9.03%-7.98%-10.10%-18.03%
20074.46%5.94%-0.64%-2.20%
20068.18%-2.87%5.73%8.14%
20053.84%2.45%5.67%2.67%
20048.59%3.06%-0.27%7.53%
2003-8.67%14.40%8.41%10.28%
20026.80%-5.81%-16.47%4.57%
2001-2.30%4.76%-12.62%6.59%
20004.40%1.33%5.38%0.82%
19997.49%14.77%-1.25%2.84%
199815.80%0.37%-17.85%16.24%
19976.99%10.09%5.29%-0.85%
199610.27%4.41%-1.14%5.63%
1995-3.03%5.56%4.44%3.55%
19946.24%-0.41%0.74%-2.09%
19933.31%11.93%N/AN/A

Rank in category (by total return)

YTD26
1-month62
3-month56
1-year74
3-year39
5-year61

Load adjusted returns

1-year9.15%
3-year5.80%
5-year5.24%
10-year4.53%