Canada markets open in 4 hours 19 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 (May 23, 2024)31.17%
Worst 1 Yr Total Return (May 23, 2024)N/A
Best 3-Yr Total Return31.17%
Worst 3-Yr Total Return1.19%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
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%