TASCX vs. WMICX

In the year-to-date period, TASCX achieves a -7.36% return, which is significantly lower than WMICX's 22.51% return. Over the past 10 years, TASCX has underperformed WMICX with an annualized return of -2.04%, while WMICX has yielded a comparatively higher 0.41% annualized return.

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TASCX has a 1.15% expense ratio, which is lower than WMICX's 1.63% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Third Avenue Small Cap Value Fund (TASCX) and Wasatch Micro Cap Fund (WMICX). 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 WMICX Sharpe Ratio of 1.19. The chart below compares the historical Sharpe Ratios of TASCX and WMICX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither TASCX nor WMICX has paid dividends to shareholders.

The maximum TASCX drawdown since its inception was -64.01%, smaller than the maximum WMICX drawdown of -72.45%. Use the drawdown chart below to compare losses from any high point for TASCX and WMICX. For additional features, visit the drawdowns tool.

Third Avenue Small Cap Value Fund (TASCX) has a higher volatility of 10.37% compared to Wasatch Micro Cap Fund (WMICX) at 5.81%. This indicates that TASCX's price experiences larger fluctuations and is considered to be riskier than WMICX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.