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MARKETS LIVE BLOG
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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
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
13.26%
5-Year Average Return
16.62%
Number of Years Up
5
Number of Years Down
N/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 Return
22.48%
Worst 3-Yr Total Return
14.27%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
TAVZX
Category
YTD
7.19%
12.99%
1-Month
-1.30%
1.30%
3-Month
8.07%
6.38%
1-Year
17.93%
53.27%
3-Year
13.26%
14.94%
5-Year
14.13%
15.72%
10-Year
8.12%
9.30%
Last Bull Market
26.13%
18.45%
Last Bear Market
-12.48%
-25.47%
Annual Total Return (%) History
Year
TAVZX
Category
2024
N/A
N/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 (%)
Year
Q1
Q2
Q3
Q4
2024
8.60%
N/A
N/A
N/A
2023
8.70%
3.70%
-2.37%
9.28%
2022
14.88%
-12.48%
-7.49%
26.42%
2021
20.08%
4.36%
-1.88%
-0.39%
2020
-42.07%
25.35%
9.29%
35.89%
2019
12.63%
-2.02%
-9.91%
13.63%
2018
-0.64%
-0.45%
-19.72%
N/A
Rank In Category (By Total Return)
YTD
1
1-Month
5
3-Month
1
1-Year
12
3-Year
1
5-Year
1
Load Adjusted Returns
1-Year
17.93%
3-Year
13.26%
5-Year
14.13%
10-Year
8.12%
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