TAVFX vs. BPTRX

In the year-to-date period, TAVFX achieves a 9.07% return, which is significantly higher than BPTRX's -5.63% return. Over the past 10 years, TAVFX has underperformed BPTRX with an annualized return of 7.31%, while BPTRX has yielded a comparatively higher 19.63% annualized return.

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TAVFX has a 1.15% expense ratio, which is lower than BPTRX's 1.36% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Third Avenue Value Fund (TAVFX) and Baron Partners Fund (BPTRX). 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 TAVFX Sharpe Ratio is -0.19, which is lower than the BPTRX Sharpe Ratio of 1.24. The chart below compares the historical Sharpe Ratios of TAVFX and BPTRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TAVFX's dividend yield for the trailing twelve months is around 9.01%, more than BPTRX's 0.81% yield.

The maximum TAVFX drawdown since its inception was -61.42%, smaller than the maximum BPTRX drawdown of -65.32%. Use the drawdown chart below to compare losses from any high point for TAVFX and BPTRX.

The current volatility for Third Avenue Value Fund (TAVFX) is 3.80%, while Baron Partners Fund (BPTRX) has a volatility of 7.28%. This indicates that TAVFX experiences smaller price fluctuations and is considered to be less risky than BPTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.