Third Avenue International Real Estate Value Fund Institutional Class: (MF: REIFX)
(NASDAQ Mutual Funds) As of Aug 6, 2025 08:00 PM ET
$14.14 USD
+0.17 (1.22%)
Latest Performance as of Jun 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 21.74 | 1 |
3 months | 14.29 | 1 |
6 months | 21.74 | 1 |
1 Year | 19.59 | 1 |
3 Year | 8.35 | 3 |
5 Year | 9.48 | 2 |
10 Year | 6.52 | 14 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
1 Year | 19.59 |
5 Year | 9.48 |
10 Year | 6.52 |
Since Inception | 5.94 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | 6.51 | 14.29 | NA | NA |
2024 | -1.70 | -2.31 | 11.75 | -12.09 |
2023 | 3.05 | 2.79 | -6.36 | 14.78 |
2022 | -3.39 | -12.99 | -8.32 | 6.13 |
2021 | 2.42 | 6.78 | 2.29 | 6.14 |
2020 | -25.50 | 13.76 | 5.60 | 17.29 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 21.74 | -5.67 | 13.85 | -18.22 | 18.76 | 4.97 | 21.48 | -5.84 | 27.11 | -0.88 | -1.39 |
% Total Return Rel to Index | 15.53 | -30.69 | -12.39 | -0.01 | -9.92 | -13.43 | -10.01 | -1.45 | 5.31 | -12.81 | -2.78 |
% Total Return Rel to Peer | 18.38 | -9.30 | 2.66 | 3.89 | -12.59 | 8.92 | -3.97 | 0.60 | 18.34 | -5.36 | -1.70 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 1.00 | 5.00 | 1.00 | 5.00 | 3.00 | 1.00 | 5.00 | 4.00 |
% Dividends | 0.00 | 0.26 | 0.32 | 0.22 | 0.30 | 0.44 | 0.00 | 0.22 | 0.20 | 0.08 | 0.00 |
% Yield | 0.00 | 2.29 | 2.11 | 1.91 | 2.13 | 3.61 | 0.00 | 2.02 | 1.70 | 0.86 | 0.00 |
Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.16 | 0.94 | 0.11 | 0.00 | 0.28 |
Expense Ratio | 0.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.03 | 1.19 | 0.68 | 0.26 | 0.01 | 0.01 |
* 1 = Top 20%, 5 = Bottom 20%