Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TBGVX (TWEEDY BROWNE GLOBAL VALUE FUND TWEEDY BROWNE GLOBAL VALUE FUND) | 8.20% | 15.56% | 12.84% | 7.70% | 7.92% | 7.21% | 6.56% | … | … |
Data as of 06/10/2026, Common starting date is 06/17/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBGVX (TWEEDY BROWNE GLOBAL VALUE FUND TWEEDY BROWNE GLOBAL VALUE FUND) | 06/17/1994 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.58 | 15.56 | 12.84 | 7.70 | 7.92 | 7.21 | 6.56 | … | … | 8.20 | 23.86 | 2.47 | 12.48 | -7.52 | 15.62 | -1.00 | 14.64 | -6.72 | 15.44 | 5.62 | -1.43 | 1.51 | 19.67 | 18.38 | -4.11 | 13.95 | 37.84 | -38.19 | 7.57 | 20.14 | 15.42 | 20.01 | 24.94 | -12.16 | -4.64 | 12.51 | 25.28 | 11.00 | 22.96 | 20.23 | 10.70 | -2.96 |
| Sharpe Ratio | NA | 1.50 | 0.98 | 0.49 | 0.49 | NA | NA | … | … | 1.74 | 1.78 | -0.13 | 1.00 | -0.62 | 1.67 | -0.05 | 1.55 | -0.83 | 2.71 | 0.48 | -0.14 | 0.20 | 2.46 | 1.96 | -0.26 | 1.20 | 2.60 | -1.72 | 0.41 | 2.07 | 2.71 | 3.00 | 2.43 | -1.12 | -0.65 | 0.93 | 2.28 | 0.54 | 2.31 | 3.22 | 1.33 | -1.70 |
| Standard Deviation(%) | NA | 9.81 | 10.37 | 11.14 | 12.74 | NA | NA | … | … | 11.80 | 11.85 | 9.07 | 8.94 | 14.58 | 9.33 | 26.44 | 8.49 | 9.83 | 5.49 | 11.37 | 10.13 | 7.63 | 7.98 | 9.43 | 15.92 | 11.58 | 14.53 | 22.66 | 10.79 | 8.10 | 4.86 | 6.35 | 9.97 | 11.84 | 11.10 | 8.91 | 9.63 | 13.95 | 8.32 | 5.10 | 5.05 | 5.23 |
| Draw Down(%) | NA | 9.56 | 11.45 | 17.71 | 31.18 | NA | NA | … | … | 9.56 | 11.45 | 7.43 | 8.44 | 17.71 | 6.39 | 31.18 | 7.04 | 11.94 | 2.41 | 10.18 | 11.31 | 8.86 | 7.42 | 8.40 | 17.34 | 10.73 | 18.75 | 42.73 | 9.16 | 10.12 | 3.83 | 4.64 | 15.10 | 25.42 | 18.74 | 4.66 | 7.28 | 25.37 | 6.31 | 5.03 | 4.44 | 6.83 |
| Yield(%) | 0.00 | 11.52 | 8.77 | 7.18 | 6.12 | 6.01 | 5.47 | … | … | 0.00 | 13.41 | 9.29 | 4.84 | 4.97 | 9.39 | 0.91 | 2.12 | 5.89 | 1.65 | 3.30 | 4.66 | 3.73 | 5.01 | 11.88 | 4.11 | 1.57 | 2.09 | 9.53 | 10.73 | 2.95 | 1.57 | 1.38 | 1.25 | 2.52 | 2.58 | 13.47 | 4.99 | 8.34 | 9.47 | 8.64 | 1.69 | 1.31 |
Data as of 06/10/2026, Common starting date is 06/17/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBGVX (TWEEDY BROWNE GLOBAL VALUE FUND TWEEDY BROWNE GLOBAL VALUE FUND) |
-12.54%
Mar 2006 – Mar 2009 |
-1.82%
Feb 2004 – Feb 2009 |
3.24%
Mar 1999 – Mar 2009 |
3.26%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBGVX (TWEEDY BROWNE GLOBAL VALUE FUND TWEEDY BROWNE GLOBAL VALUE FUND) |
27.03%
Mar 2003 – Mar 2006 |
19.63%
Mar 1995 – Mar 2000 |
13.16%
Mar 1995 – Mar 2005 |
10.38%
Mar 1995 – Mar 2010 |
Annualized Rolling Returns Comparison Chart