Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TBHDX (TWEEDY BROWNE WORLDWIDE HIGH DIVIDEND YIELD VALUE FUND TWEEDY BROWNE WORLDWIDE HIGH DIVIDEND YIELD V) | 4.29% | 8.71% | 10.88% | -0.63% | 3.41% | 3.35% | NA | … | … |
Data as of 06/11/2026, Common starting date is 09/07/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBHDX (TWEEDY BROWNE WORLDWIDE HIGH DIVIDEND YIELD VALUE FUND TWEEDY BROWNE WORLDWIDE HIGH DIVIDEND YIELD V) | 09/07/2007 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.78 | 8.71 | 10.88 | -0.63 | 3.41 | 3.35 | NA | … | … | 4.29 | 21.81 | 0.20 | 12.36 | -17.96 | -7.92 | -10.25 | 18.60 | -5.83 | 22.06 | 4.56 | -7.51 | -0.92 | 18.77 | 12.34 | 4.04 | 8.08 | 24.96 | -31.50 | 0.30 |
| Sharpe Ratio | NA | 0.58 | 0.66 | -0.20 | 0.10 | NA | NA | … | … | 0.51 | 1.41 | -0.34 | 0.83 | -1.09 | -0.38 | -0.37 | 1.88 | -0.66 | 3.29 | 0.30 | -0.59 | -0.11 | 2.04 | 1.07 | 0.25 | 0.59 | 1.28 | -1.37 | -0.16 |
| Standard Deviation(%) | NA | 11.93 | 12.01 | 15.59 | 15.55 | NA | NA | … | … | 14.38 | 13.44 | 10.13 | 10.60 | 17.86 | 21.15 | 28.41 | 9.10 | 11.03 | 6.54 | 14.37 | 12.85 | 8.77 | 9.20 | 11.57 | 16.30 | 13.53 | 19.49 | 23.61 | 9.50 |
| Draw Down(%) | NA | 12.07 | 12.37 | 36.73 | 36.82 | NA | NA | … | … | 12.07 | 12.37 | 10.16 | 10.26 | 25.63 | 20.65 | 33.57 | 7.21 | 13.45 | 2.45 | 10.70 | 15.35 | 11.85 | 6.47 | 10.14 | 14.89 | 12.50 | 22.71 | 37.72 | 5.40 |
| Yield(%) | 0.00 | 8.02 | 6.43 | 3.43 | 5.97 | 5.43 | 4.06 | … | … | 0.00 | 9.41 | 6.18 | 4.00 | 2.14 | 2.65 | 1.67 | 12.52 | 17.42 | 5.77 | 4.46 | 10.72 | 7.84 | 2.14 | 1.71 | 1.97 | 2.55 | 0.00 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 09/07/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBHDX (TWEEDY BROWNE WORLDWIDE HIGH DIVIDEND YIELD VALUE FUND TWEEDY BROWNE WORLDWIDE HIGH DIVIDEND YIELD V) |
-12.15%
Dec 2019 – Dec 2022 |
-5.72%
Sep 2017 – Sep 2022 |
-0.97%
Oct 2013 – Oct 2023 |
0.60%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBHDX (TWEEDY BROWNE WORLDWIDE HIGH DIVIDEND YIELD VALUE FUND TWEEDY BROWNE WORLDWIDE HIGH DIVIDEND YIELD V) |
20.29%
Feb 2009 – Feb 2012 |
17.39%
Feb 2009 – Feb 2014 |
10.06%
Feb 2009 – Feb 2019 |
5.41%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart