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Third Avenue Real Estate Value Fund (TVRVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.33+0.15 (+0.71%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.34%
5-year average return2.33%
Number of years up9
Number of years down5
Best 1-yr total return (2 Jul 2024)35.94%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return35.94%
Worst 3-yr total return-4.41%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTVRVXCategory
YTD-1.76%14.32%
1-month-2.70%0.73%
3-month-4.41%8.73%
1-year11.83%32.33%
3-year-0.66%7.75%
5-year2.55%6.57%
10-year2.56%6.49%
Last bull market31.37%23.44%
Last bear market-15.41%-20.52%

Annual total return (%) history

Year
TVRVXCategory
2024
N/AN/A
2023
22.92%N/A
2022
-26.70%N/A
2021
30.20%N/A
2020
-8.47%-5.43%
2019
20.84%23.45%
2018
-20.14%-7.11%
2017
21.88%15.12%
2016
5.56%1.97%
2015
-3.91%-0.92%
2014
12.88%11.67%
2013
16.15%2.92%
2012
35.94%31.78%
2011
-12.57%-10.10%
2010
17.55%17.22%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.78%-4.41%N/AN/A
20231.94%5.93%-5.60%20.58%
2022-7.46%-15.41%-11.49%5.79%
202110.65%6.23%-0.63%11.46%
2020-28.89%10.83%3.07%12.68%
201915.79%-2.94%0.11%7.40%
2018-2.14%-1.56%-4.22%-13.46%
20178.07%1.96%4.00%6.35%
2016-0.49%1.76%5.56%-1.24%
20152.97%-1.55%-6.36%1.23%
20145.65%4.45%-2.37%4.77%
20134.19%1.67%5.64%3.79%
201218.08%0.59%9.03%4.97%
20112.59%1.85%-21.00%5.91%
20103.15%-7.34%13.45%8.41%

Rank in category (by total return)

YTD21
1-month84
3-month88
1-year2
3-year2
5-year10

Load adjusted returns

1-year11.83%
3-year-0.66%
5-year2.55%
10-year2.56%