Third Avenue Small-Cap Value Fund
Monthly Returns (%)Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1997 | 0 | 0 | 0 | 0.5 | 13.33 | 1.58 | 3.98 | 5.24 | 0.95 | -3.21 | -1.7 | -3.76 | 0 |
1998 | 1.8 | 5.74 | 2.08 | 2.74 | -3.5 | -3.94 | -4.43 | -14.69 | 0.2 | 7.14 | 2.53 | 3.56 | -2.8 |
1999 | 6.06 | -8.23 | -6.4 | 8.11 | 4.07 | 4.26 | -3 | -2.49 | -1.59 | 1.43 | 3.62 | 6.46 | 11.3 |
2000 | -1.61 | 8.69 | -0.68 | -5.01 | 0.88 | 4.99 | 0.08 | 7.47 | -2.32 | -0.43 | -2.24 | 7.17 | 17.1 |
2001 | 6.48 | -3.52 | -2.94 | 9.82 | 3.43 | 1.3 | 0.06 | 0.19 | -10.11 | 1.99 | 3.07 | 6.05 | 15.3 |
2002 | -1.04 | 0.26 | 6.82 | -0.06 | -0.74 | -2.91 | -10.58 | -1.35 | -9.83 | 3.53 | 10.84 | -4.36 | -10.9 |
2003 | -3.32 | -1.53 | -0.46 | 7.24 | 7.33 | 3.04 | 4.13 | 5.36 | 0.6 | 7.13 | 1.94 | 2.67 | 39.1 |
2004 | 4.8 | 1.32 | -0.3 | -2.97 | 1.77 | 5.05 | -3.16 | 0.6 | 3.64 | 0.91 | 6.29 | 1.97 | 21.3 |
2005 | -1.86 | 3.02 | 0.44 | -4.71 | 4.99 | 2.31 | 4.31 | 0.04 | 1.06 | -2.06 | 3.14 | 0.34 | 11.1 |
2006 | 5.11 | -1.4 | 2.21 | 1.04 | -2.87 | 0.98 | -1.64 | 1.62 | 0.39 | 3.03 | 2.45 | 0.2 | 11.4 |
2007 | 1.32 | -0.08 | 1.22 | 3.51 | 2.66 | -0.32 | -5.28 | -0.45 | 2.72 | 1.84 | -6.76 | 1.57 | 1.4 |
2008 | -3.2 | -1.15 | 1.52 | 4.53 | 5.59 | -6.13 | -2.04 | 1.99 | -8.75 | -23.45 | -12.4 | 6.31 | -34.6 |
2009 | -8.95 | -12.46 | 3.86 | 16.52 | 5.67 | 0.13 | 8.04 | 4.15 | 5.95 | -3.54 | 2.27 | 4.38 | 25.3 |
2010 | -3.13 | 1.31 | 5.1 | 3.46 | -9.38 | -4.38 | 7.31 | -4.71 | 8.31 | 4.03 | 2.37 | 6.51 | 16.2 |
2011 | 1.63 | 3.43 | 1.41 | 2.51 | -2.27 | -1.12 | -1.86 | -6.27 | -9.6 | 10.51 | -0.64 | -1.31 | -4.9 |
2012 | 6.12 | 1.86 | 1.64 | -0.51 | -6.11 | 3.06 | -0.19 | 3.74 | 2.22 | 0.23 | 1.49 | 2.62 | 16.8 |
2013 | 6.04 | 0.8 | 4.1 | -0.52 | 3.47 | -2.22 | 5.99 | -2.98 | 5.55 | 3.57 | 2.77 | 1.7 | 31.6 |
2014 | -4.5 | 3.57 | 2.13 | -2.08 | 0.92 | 4.87 | -4.92 | 3.13 | -5.34 | 5.52 | 0.07 | 1.32 | 4 |
2015 | -4.31 | 6.78 | 1.62 | -0.55 | 0.51 | 1.22 | -1.99 | -5.75 | -4.13 | 4.91 | 1.2 | -5.65 | -6.8 |
2016 | -5.39 | 0.28 | 8.82 | 2.48 | 2.67 | -1.23 | 4.18 | 2.86 | 0.88 | -3.59 | 9.82 | 2.66 | 26.1 |
2017 | -0.46 | 1.44 | -0.23 | 2.01 | -2.6 | 2.4 | 0.49 | -3.4 | 7.79 | 1.25 | 1.44 | -1.14 | 8.9 |
2018 | 1.73 | -2.84 | 3.45 | 2.21 | 1.93 | -1.44 | 3.21 | 1.64 | -3.84 | -7.67 | -0.29 | -10.31 | -12.6 |
2019 | 10.08 | 2.92 | -1.91 | 5.73 | -8.74 | 6.29 | 1.36 | -4.12 | 4.08 | 3 | 0.63 | -4.66 | 13.9 |
2020 | 3 | 1.38 | 3.14 | 0.79 | 7.17 | -18.94 | -8.31 | -5.27 | -5.92 | 6.11 | 12.75 | 3.68 | -4.4 |
2021 | -7.21 | 11.87 | 4.93 | 10.94 | 3.99 | -3.89 | -1.27 | 2.38 | -2.33 | 3.14 | -1.29 | -4.68 | 15.7 |
2022 | -3.93 | 0.51 | 3.1 | -5.91 | 3.46 | -5.52 | 5.63 | -2.18 | -6.38 | 12.02 | 2.08 | -8.04 | -6.9 |
2023 | 7.22 | 3.19 | -5.86 | 0.86 | -5.52 | 8.07 | 7.91 | -2.46 | -1.31 | -5.58 | 4.66 | -3.73 | 6 |
2024 | -2.14 | 6.4 |