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Third Avenue Value Investor (TVFVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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71.34+1.04 (+1.48%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.65%
5-year average return14.45%
Number of years up11
Number of years down3
Best 1-yr total return (2 May 2024)27.17%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return27.17%
Worst 3-yr total return-1.50%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTVFVXCategory
YTD7.06%12.99%
1-month-1.35%1.30%
3-month7.97%6.38%
1-year17.52%53.27%
3-year12.85%14.94%
5-year13.72%15.72%
10-year7.78%9.30%
Last bull market25.95%18.45%
Last bear market-12.56%-25.47%

Annual total return (%) history

Year
TVFVXCategory
2024
N/AN/A
2023
19.85%N/A
2022
17.12%N/A
2021
22.05%N/A
2020
7.50%24.89%
2019
12.58%26.49%
2018
-21.03%-14.25%
2017
13.87%25.44%
2016
13.08%9.32%
2015
-8.59%-1.23%
2014
4.62%-0.42%
2013
18.56%30.99%
2012
27.17%18.46%
2011
-20.86%-11.76%
2010
13.73%20.56%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.52%N/AN/AN/A
20238.60%3.60%-2.44%9.19%
202214.77%-12.56%-7.60%26.31%
202119.97%4.27%-1.97%-0.48%
2020-42.11%25.24%9.20%35.79%
201912.55%-2.11%-10.00%13.54%
2018-0.28%-0.72%-0.53%-19.81%
20175.10%2.91%2.83%2.38%
20160.73%0.17%7.09%4.66%
20150.39%1.23%-13.65%4.17%
20140.79%7.23%-3.27%0.07%
20135.66%1.18%6.78%3.87%
201213.37%-1.63%8.55%5.04%
20113.94%-3.68%-23.66%3.55%
20101.82%-11.15%17.02%7.44%

Rank in category (by total return)

YTD2
1-month6
3-month2
1-year13
3-year2
5-year2

Load adjusted returns

1-year17.52%
3-year12.85%
5-year13.72%
10-year7.78%