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Towle Deep Value Fund (TDVFX) Sharpe Ratio

Mutual Fund · Currency in USD · Last updated Jun 3, 2026

Under normal circumstances, the fund invests primarily in equity securities of U.S. issuers. It may invest in common stocks of any capitalization, although it primarily focuses on smaller companies that the fund's advisor views to be out-of-favor, under-appreciated, and under-valued. The fund's advisor considers smaller capitalization companies to be those with market capitalization of $5 billion or lower at the time of purchase. The fund may also invest up to 25% of its total net assets in foreign securities, either directly or through the use of ADRs. It is non-diversified.

Sharpe ratio is not yet available for TDVFX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares Towle Deep Value Fund's Sharpe Ratio with other mutual funds in the Small Cap Value Equities category across multiple time periods, showing how TDVFX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 3, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
AVALXAegis Value Fund3.66
VSCAXInvesco Small Cap Value Fund3.19
MMEYXVictory Integrity Discovery Fund3.00
RYPNXRoyce Opportunity Fund2.81
WSCVXWalthausen Small Cap Value Fund2.79
TSLTXTransamerica Small Cap Value2.78
FESCXFirst Eagle Small Cap Opportunity Fund2.77
BRSIXBridgeway Ultra Small Company Market Fund2.72
QRSVXFPA Queens Road Small Cap Value Fund Investor Class2.64
GSITXGoldman Sachs Small Cap Value Insights Fund2.60
TDVFXTowle Deep Value Fund—

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows TDVFX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when TDVFX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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