UK markets close in 3 hours 38 minutes

Third Avenue Small Cap Value Investor (TVSVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
20.05-0.03 (-0.15%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.35%
5-year average return10.67%
Number of years up9
Number of years down5
Best 1-yr total return (23 May 2024)31.17%
Worst 1-yr total return (23 May 2024)N/A
Best 3-yr total return31.17%
Worst 3-yr total return1.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTVSVXCategory
YTD2.06%26.79%
1-month-3.92%-1.77%
3-month4.31%4.45%
1-year18.18%71.02%
3-year8.10%9.35%
5-year9.03%12.17%
10-year7.74%9.95%
Last bull market23.01%28.07%
Last bear market-8.11%-24.24%

Annual total return (%) history

Year
TVSVXCategory
2024
N/AN/A
2023
21.58%N/A
2022
-2.09%N/A
2021
25.58%N/A
2020
-3.25%4.02%
2019
22.50%21.43%
2018
-12.58%-15.46%
2017
8.61%8.54%
2016
25.94%25.99%
2015
-6.91%-6.71%
2014
3.47%3.34%
2013
31.17%36.22%
2012
16.56%16.00%
2011
-5.08%-4.45%
2010
15.99%26.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.23%N/AN/AN/A
20234.13%2.92%3.80%9.30%
2022-0.50%-8.11%-3.31%10.75%
202118.50%1.87%-1.35%5.46%
2020-29.66%11.35%-0.28%23.87%
201911.01%2.49%1.11%6.50%
20182.19%2.67%0.74%-17.29%
20170.70%1.66%4.54%1.48%
20163.17%3.86%8.08%8.75%
20153.76%1.10%-11.50%0.28%
20140.94%3.56%-7.22%6.68%
201311.22%0.56%8.47%8.11%
20129.87%-3.82%5.75%4.31%
20116.50%-0.94%-16.91%8.28%
20103.15%-10.39%10.71%13.36%

Rank in category (by total return)

YTD15
1-month8
3-month16
1-year30
3-year8
5-year30

Load adjusted returns

1-year18.18%
3-year8.10%
5-year9.03%
10-year7.74%