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Third Avenue Small Cap Value Z (TASZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.88-0.04 (-0.19%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.32%
5-Year Average Return11.04%
Number of Years Up3
Number of Years Down2
Best 1 Yr Total Return (May 27, 2024)26.01%
Worst 1 Yr Total Return (May 27, 2024)N/A
Best 3-Yr Total Return26.01%
Worst 3-Yr Total Return6.32%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnTASZXCategory
YTD2.23%26.79%
1-Month-3.86%-1.77%
3-Month4.40%4.45%
1-Year18.64%71.02%
3-Year8.50%9.35%
5-Year9.42%12.17%
10-Year8.08%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)

YTD14
1-Month8
3-Month15
1-Year28
3-Year5
5-Year27

Load Adjusted Returns

1-Year18.64%
3-Year8.50%
5-Year9.42%
10-Year8.08%