TAREX vs. AMT

In the year-to-date period, TAREX achieves a 0.56% return, which is significantly lower than AMT's 16.46% return. Over the past 10 years, TAREX has underperformed AMT with an annualized return of -2.32%, while AMT has yielded a comparatively higher 10.96% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Third Avenue Real Estate Value Fund (TAREX) and American Tower Corporation (AMT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current TAREX Sharpe Ratio is 0.49, which is comparable to the AMT Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of TAREX and AMT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TAREX's dividend yield for the trailing twelve months is around 6.50%, more than AMT's 3.10% yield.

The maximum TAREX drawdown since its inception was -71.15%, smaller than the maximum AMT drawdown of -98.70%. Use the drawdown chart below to compare losses from any high point for TAREX and AMT.

The current volatility for Third Avenue Real Estate Value Fund (TAREX) is 4.43%, while American Tower Corporation (AMT) has a volatility of 9.34%. This indicates that TAREX experiences smaller price fluctuations and is considered to be less risky than AMT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.