TASCX vs. AVALX

In the year-to-date period, TASCX achieves a 0.05% return, which is significantly lower than AVALX's 20.97% return. Over the past 10 years, TASCX has underperformed AVALX with an annualized return of -2.25%, while AVALX has yielded a comparatively higher 13.04% annualized return.

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TASCX has a 1.15% expense ratio, which is lower than AVALX's 1.50% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Third Avenue Small Cap Value Fund (TASCX) and Aegis Value Fund (AVALX). 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 TASCX Sharpe Ratio is -0.45, which is lower than the AVALX Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of TASCX and AVALX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TASCX's dividend yield for the trailing twelve months is around 0.61%, less than AVALX's 0.86% yield.

The maximum TASCX drawdown since its inception was -64.01%, smaller than the maximum AVALX drawdown of -79.55%. Use the drawdown chart below to compare losses from any high point for TASCX and AVALX. For additional features, visit the drawdowns tool.

The current volatility for Third Avenue Small Cap Value Fund (TASCX) is 4.94%, while Aegis Value Fund (AVALX) has a volatility of 5.77%. This indicates that TASCX experiences smaller price fluctuations and is considered to be less risky than AVALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.