TASCX vs. VBR

In the year-to-date period, TASCX achieves a -7.36% return, which is significantly lower than VBR's 12.72% return. Over the past 10 years, TASCX has underperformed VBR with an annualized return of -2.04%, while VBR has yielded a comparatively higher 8.64% annualized return.

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TASCX has a 1.15% expense ratio, which is higher than VBR's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Third Avenue Small Cap Value Fund (TASCX) and Vanguard Small-Cap Value ETF (VBR). 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 -0.36, which is lower than the VBR Sharpe Ratio of 0.81. The chart below compares the historical Sharpe Ratios of TASCX and VBR, 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 has not paid dividends to shareholders, while VBR's dividend yield for the trailing twelve months is around 1.97%.

The maximum TASCX drawdown since its inception was -64.01%, roughly equal to the maximum VBR drawdown of -62.01%. Use the drawdown chart below to compare losses from any high point for TASCX and VBR. For additional features, visit the drawdowns tool.

Third Avenue Small Cap Value Fund (TASCX) has a higher volatility of 10.37% compared to Vanguard Small-Cap Value ETF (VBR) at 4.91%. This indicates that TASCX's price experiences larger fluctuations and is considered to be riskier than VBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.