Third Avenue Small Cap Fund Market Value
| TASCX Fund | USD 22.22 0.37 1.64% |
| Symbol | Third |
Third Avenue 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Third Avenue's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Third Avenue.
| 11/25/2025 |
| 02/23/2026 |
If you would invest 0.00 in Third Avenue on November 25, 2025 and sell it all today you would earn a total of 0.00 from holding Third Avenue Small Cap or generate 0.0% return on investment in Third Avenue over 90 days. Third Avenue is related to or competes with Third Avenue, Dunham International, Broadview Opportunity, Alger Smallcap, Salient Tactical, Advisors Capital, and Touchstone Large. The fund seeks to achieve its objective by acquiring equity securities, including common stocks and convertible securiti... More
Third Avenue Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Third Avenue's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Third Avenue Small Cap upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.7844 | |||
| Information Ratio | 0.0939 | |||
| Maximum Drawdown | 3.82 | |||
| Value At Risk | (1.28) | |||
| Potential Upside | 1.9 |
Third Avenue Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Third Avenue's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Third Avenue's standard deviation. In reality, there are many statistical measures that can use Third Avenue historical prices to predict the future Third Avenue's volatility.| Risk Adjusted Performance | 0.1362 | |||
| Jensen Alpha | 0.0965 | |||
| Total Risk Alpha | 0.0747 | |||
| Sortino Ratio | 0.1105 | |||
| Treynor Ratio | 0.1776 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Third Avenue's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Third Avenue February 23, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1362 | |||
| Market Risk Adjusted Performance | 0.1876 | |||
| Mean Deviation | 0.7186 | |||
| Semi Deviation | 0.5394 | |||
| Downside Deviation | 0.7844 | |||
| Coefficient Of Variation | 576.93 | |||
| Standard Deviation | 0.9231 | |||
| Variance | 0.8521 | |||
| Information Ratio | 0.0939 | |||
| Jensen Alpha | 0.0965 | |||
| Total Risk Alpha | 0.0747 | |||
| Sortino Ratio | 0.1105 | |||
| Treynor Ratio | 0.1776 | |||
| Maximum Drawdown | 3.82 | |||
| Value At Risk | (1.28) | |||
| Potential Upside | 1.9 | |||
| Downside Variance | 0.6153 | |||
| Semi Variance | 0.2909 | |||
| Expected Short fall | (0.84) | |||
| Skewness | 0.4034 | |||
| Kurtosis | (0.20) |
Third Avenue Small Backtested Returns
At this stage we consider Third Mutual Fund to be very steady. Third Avenue Small owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.16, which indicates the fund had a 0.16 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Third Avenue Small Cap, which you can use to evaluate the volatility of the fund. Please validate Third Avenue's Semi Deviation of 0.5394, risk adjusted performance of 0.1362, and Coefficient Of Variation of 576.93 to confirm if the risk estimate we provide is consistent with the expected return of 0.14%. The entity has a beta of 0.84, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Third Avenue's returns are expected to increase less than the market. However, during the bear market, the loss of holding Third Avenue is expected to be smaller as well.
Auto-correlation | 0.24 |
Weak predictability
Third Avenue Small Cap has weak predictability. Overlapping area represents the amount of predictability between Third Avenue time series from 25th of November 2025 to 9th of January 2026 and 9th of January 2026 to 23rd of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Third Avenue Small price movement. The serial correlation of 0.24 indicates that over 24.0% of current Third Avenue price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.24 | |
| Spearman Rank Test | 0.45 | |
| Residual Average | 0.0 | |
| Price Variance | 0.18 |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Third Mutual Fund
Third Avenue financial ratios help investors to determine whether Third Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Third with respect to the benefits of owning Third Avenue security.
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