Third Avenue Mutual Funds List
Here you can find all mutual funds issued by Third Avenue and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 4
- Avg. Expense Ratio
- 1.11%
- Avg. 1 Year Return
- 20.34%
- Avg. 5 Year Return
- 7.53%
- Median Risk/Return Score
- 40 / 100
Third Avenue Mutual Funds List
4 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Third Avenue International Real Estate Value Fund | REIT | May 7, 2014 | 1.00% | -2.80% | 6.76% | 2.35% | 3 | ||||||||
| Third Avenue Real Estate Value Fund | REIT | Sep 16, 1998 | 1.15% | -7.18% | 4.06% | 6.12% | 3 | ||||||||
| Third Avenue Small Cap Value Fund | Small Cap Value Equities | Apr 1, 1997 | 1.15% | 15.27% | 10.49% | 3.28% | 77 | ||||||||
| Third Avenue Value Fund | Global Equities | Oct 31, 1990 | 1.15% | 15.37% | 10.81% | 6.01% | 83 |
Explore top Third Avenue Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Third Avenue Mutual funds by Risk/Return Score
The top Third Avenue Mutual funds by PortfoliosLab Risk/Return Score are TAVFX (83) and TASCX (77).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Third Avenue Value Fund | 83 | — | Oct 1990 | |
| Third Avenue Small Cap Value Fund | 77 | — | Apr 1997 | |
| Third Avenue International Real Estate Value Fund | 3 | — | May 2014 | |
| Third Avenue Real Estate Value Fund | 3 | — | Sep 1998 |
Best-Performing Third Avenue Mutual funds Over 5 Years
The top Third Avenue Mutual funds is TAVFX (14.51%).
Across the lineup, Third Avenue Mutual funds show an average 1-year return of 20.34% and an average 5-year return of 7.53%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Third Avenue Value Fund | 14.51% | — | Oct 1990 | |
| Third Avenue Small Cap Value Fund | 10.28% | — | Apr 1997 | |
| Third Avenue Real Estate Value Fund | 2.89% | — | Sep 1998 | |
| Third Avenue International Real Estate Value Fund | 2.44% | — | May 2014 |
Lowest-Cost Third Avenue Mutual funds
The top Third Avenue Mutual funds is REIFX (1.00%).
With an average expense ratio of 1.11%, Third Avenue Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Third Avenue International Real Estate Value Fund | 1.00% | — | May 2014 | |
| Third Avenue Small Cap Value Fund | 1.15% | — | Apr 1997 | |
| Third Avenue Real Estate Value Fund | 1.15% | — | Sep 1998 | |
| Third Avenue Value Fund | 1.15% | — | Oct 1990 |
Highest-Yield Third Avenue Mutual funds
The top Third Avenue Mutual funds is TAREX (6.12%).
Across the lineup, Third Avenue Mutual funds show an average dividend yield of 4.44%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Third Avenue Real Estate Value Fund | 6.12% | — | Sep 1998 | |
| Third Avenue Value Fund | 6.01% | — | Oct 1990 | |
| Third Avenue Small Cap Value Fund | 3.28% | — | Apr 1997 | |
| Third Avenue International Real Estate Value Fund | 2.35% | — | May 2014 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.