TAVFX
Third Avenue Value Fund Institutional Class
Mutual fund
$86.24+0.40 (+0.47%)Close Oct 2, 2026
Oct 31, 1990 – Oct 2, 2026, Dividends reinvested
- Final balance
- $375,249
- CAGR
- +10.62%
- Max drawdown
- −61.42%
- Sharpe ratio
- 0.64
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −4.32%
- 3M
- +7.33%
- 6M
- +9.43%
- YTD
- +18.10%
- 1Y
- +26.44%
- 3Y
- +20.52%
- 5Y
- +16.90%
- 10Y
- +12.04%
- 15Y
- +11.46%
- 20Y
- +7.05%
- 25Y
- +8.71%
- 30Y
- +9.32%
- Since 1990
- +10.62%
Metrics
Since 1990| Volatility | 18.30% |
|---|---|
| Sortino ratio | 0.91 |
| Calmar ratio | 0.17 |
| Best year, 2009 | +44.55% |
| Worst year, 2008 | −45.61% |
| Positive years | 28 of 35 |
| Longest drawdown | 6.4 years |
Worst drawdowns
Since 1990| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −61.4% | Oct 2007 | Mar 2009 | Mar 2014 | 6.4 years |
| −57.6% | Jan 2018 | Mar 2020 | Feb 2021 | 3 years |
| −31.1% | May 2002 | Oct 2002 | Sep 2003 | 1.3 years |
| −26.6% | Jun 2015 | Feb 2016 | Dec 2016 | 1.5 years |
| −26.4% | Apr 1998 | Oct 1998 | Jul 1999 | 1.2 years |
Annual returns
1990 from Oct 31 · 2026 through Oct 2