Third Avenue

  • Third Avenue Small-Cap Value Fund

Third Avenue Small-Cap Value Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1997 -3.8 -1.7 -3.2 1 5.2 4 1.6 13.3 0.5 0 0 0 0
1998 3.6 2.5 7.1 0.2 -14.7 -4.4 -3.9 -3.5 2.7 2.1 5.7 1.8 -2.8
1999 6.5 3.6 1.4 -1.6 -2.5 -3 4.3 4.1 8.1 -6.4 -8.2 6.1 0
2000 7.2 -2.2 -0.4 -2.3 7.5 0.1 5 0.9 -5 -0.7 8.7 -1.6 17.1
2001 6.1 3.1 2 -10.1 0.2 0.1 1.3 3.4 9.8 -2.9 -3.5 6.5 15.3
2002 -4.4 10.8 3.5 -9.8 -1.4 -10.6 -2.9 -0.7 -0.1 6.8 0.3 -1 -10.9
2003 2.7 1.9 7.1 0.6 5.4 4.1 3 7.3 7.2 -0.5 -1.5 -3.3 39.1
2004 2 6.3 0.9 3.6 0.6 -3.2 5.1 1.8 -3 -0.3 1.3 4.8 21.3
2005 0.3 3.1 -2.1 1.1 0 4.3 2.3 5 -4.7 0.4 3 -1.9 11.1
2006 0.2 2.5 3 0.4 1.6 -1.6 1 -2.9 1 2.2 -1.4 5.1 11.4
2007 1.6 -6.8 1.8 2.7 -0.5 -5.3 -0.3 2.7 3.5 1.2 -0.1 1.3 1.4
2008 6.3 -12.4 -23.5 -8.8 2 -2 -6.1 5.6 4.5 1.5 -1.2 -3.2 0
2009 4.4 2.3 -3.5 6 4.2 8 0.1 5.7 16.5 3.9 -12.5 -9 25.3
2010 6.5 2.4 4 8.3 -4.7 7.3 -4.4 -9.4 3.5 5.1 1.3 -3.1 16.2
2011 -1.3 -0.6 10.5 -9.6 -6.3 -1.9 -1.1 -2.3 2.5 1.4 3.4 1.6 -4.9
2012 2.6 1.5 0.2 2.2 3.7 -0.2 3.1 -6.1 -0.5 1.6 1.9 6.1 16.8
2013 1.7 2.8 3.6 5.6 -3 6 -2.2 3.5 -0.5 4.1 0.8 6 31.6
2014 1.3 0.1 5.5 -5.3 3.1 -4.9 4.9 0.9 -2.1 2.1 3.6 -4.5 4
2015 -5.7 1.2 4.9 -4.1 -5.8 -2 1.2 0.5 -0.6 1.6 6.8 -4.3 -6.8
2016 2.7 9.8 -3.6 0.9 2.9 4.2 -1.2 2.7 2.5 8.8 0.3 -5.4 26.1
2017 -1.1 1.4 1.3 7.8 -3.4 0.5 2.4 -2.6 2 -0.2 1.4 -0.5 8.9
2018 -10.3 -0.3 -7.7 -3.8 1.6 3.2 -1.4 1.9 2.2 3.5 -2.8 1.7 -12.6
2019 -4.7 0.6 3 4.1 -4.1 1.4 6.3 -8.7 5.7 -1.9 2.9 10.1 13.9
2020 3.7 12.8 6.1 -5.9 3 1.4 3.1 0.8 7.2 -18.9 -8.3 -5.3 -4.4
2021 -4.7 -1.3 3.1 -2.3 2.4 -1.3 -3.9 4 10.9 4.9 11.9 -7.2 15.7
2022 -8 2.1 12 -6.4 -2.2 5.6 -5.5 3.5 -5.9 3.1 0.5 -3.9 -6.9
2023 -3.7 4.7 -5.6 -1.3 -2.5 7.9 8.1 -5.5 0.9 -5.9 3.2 7.2 6
2024 -4.82 7.76 -2.14