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Third Avenue Value Z (TAVZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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72.85-0.20 (-0.27%)
At close: 08:05AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.26%
5-Year Average Return16.62%
Number of Years Up5
Number of Years DownN/A
Best 1 Yr Total Return (May 14, 2024)22.48%
Worst 1 Yr Total Return (May 14, 2024)N/A
Best 3-Yr Total Return22.48%
Worst 3-Yr Total Return14.27%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnTAVZXCategory
YTD7.19%12.99%
1-Month-1.30%1.30%
3-Month8.07%6.38%
1-Year17.93%53.27%
3-Year13.26%14.94%
5-Year14.13%15.72%
10-Year8.12%9.30%
Last Bull Market26.13%18.45%
Last Bear Market-12.48%-25.47%

Annual Total Return (%) History

Year
TAVZXCategory
2024
N/AN/A
2023
20.27%N/A
2022
17.57%N/A
2021
22.48%N/A
2020
7.85%24.89%
2019
12.97%26.49%
2018
N/A-14.25%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.60%N/AN/AN/A
20238.70%3.70%-2.37%9.28%
202214.88%-12.48%-7.49%26.42%
202120.08%4.36%-1.88%-0.39%
2020-42.07%25.35%9.29%35.89%
201912.63%-2.02%-9.91%13.63%
2018-0.64%-0.45%-19.72%N/A

Rank In Category (By Total Return)

YTD1
1-Month5
3-Month1
1-Year12
3-Year1
5-Year1

Load Adjusted Returns

1-Year17.93%
3-Year13.26%
5-Year14.13%
10-Year8.12%