Third Avenue Real Estate Value Fund Institutional Class (TAREX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 1.74% | 6.24% | -4.50% |
Year-to-Date | -0.46% | 4.94% | -5.41% |
1 Year | 11.00% | 0.00% | 11.00% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
35%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 35% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 1.08%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,353
Real cost (fees + lost compounding)
$1,676
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
95%
Return in excess of styles
(over past year)
-5.90%