Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TWEBX (TWEEDY BROWNE VALUE FUND TWEEDY BROWNE VALUE FUND) | 10.00% | 21.21% | 13.48% | 4.81% | 6.53% | 6.61% | 5.97% | … | … |
Data as of 06/05/2026, Common starting date is 12/29/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWEBX (TWEEDY BROWNE VALUE FUND TWEEDY BROWNE VALUE FUND) | 12/29/1994 | 06/05/2026 |
| 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 (%) | -0.69 | 21.21 | 13.48 | 4.81 | 6.53 | 6.61 | 5.97 | … | … | 10.00 | 21.59 | 1.30 | 15.21 | -10.55 | 4.20 | -3.34 | 16.09 | -6.43 | 16.46 | 9.67 | -5.35 | 4.03 | 22.73 | 15.44 | -1.71 | 10.47 | 27.60 | -24.16 | 0.60 | 11.62 | 2.30 | 9.43 | 22.72 | -14.92 | -4.10 | 14.45 | 2.00 | 9.59 | 38.87 | 22.44 | 36.01 | 0.04 |
| Sharpe Ratio | NA | 1.98 | 0.94 | 0.19 | 0.35 | NA | NA | … | … | 2.15 | 1.44 | -0.24 | 1.14 | -0.72 | 0.29 | -0.12 | 1.56 | -0.71 | 2.62 | 0.77 | -0.43 | 0.45 | 2.60 | 1.59 | -0.10 | 0.79 | 1.39 | -0.87 | -0.19 | 1.04 | 0.01 | 1.04 | 1.61 | -0.82 | -0.48 | 0.68 | -0.11 | 0.41 | 3.01 | 2.41 | 5.40 | NA |
| Standard Deviation(%) | NA | 10.04 | 11.21 | 13.20 | 14.40 | NA | NA | … | … | 12.04 | 13.03 | 9.68 | 10.22 | 16.72 | 14.61 | 29.00 | 9.34 | 11.00 | 6.06 | 12.35 | 12.53 | 8.92 | 8.73 | 9.77 | 17.97 | 13.13 | 19.74 | 28.73 | 13.42 | 7.91 | 7.44 | 8.13 | 13.66 | 19.71 | 13.88 | 14.94 | 12.02 | 14.81 | 11.64 | 7.72 | 5.93 | 0.00 |
| Draw Down(%) | NA | 9.17 | 12.49 | 25.73 | 32.88 | NA | NA | … | … | 9.17 | 12.49 | 7.91 | 8.61 | 19.03 | 13.97 | 32.88 | 6.84 | 12.73 | 2.11 | 10.90 | 13.33 | 9.60 | 7.12 | 8.99 | 17.62 | 11.05 | 24.05 | 33.50 | 10.17 | 4.59 | 5.40 | 7.50 | 12.98 | 29.05 | 17.31 | 14.37 | 12.24 | 23.33 | 7.66 | 6.57 | 3.16 | 0.00 |
| Yield(%) | 0.00 | 4.06 | 7.43 | 4.12 | 5.52 | 5.89 | 5.31 | … | … | 0.00 | 4.50 | 10.70 | 7.93 | 0.90 | 0.95 | 0.62 | 6.04 | 18.24 | 1.79 | 4.73 | 3.96 | 7.91 | 7.71 | 5.03 | 3.62 | 6.53 | 1.41 | 9.85 | 10.32 | 9.23 | 8.70 | 3.14 | 0.00 | 2.03 | 0.00 | 5.38 | 3.53 | 1.86 | 3.86 | 4.42 | 1.08 | 0.65 |
Data as of 06/05/2026, Common starting date is 12/29/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWEBX (TWEEDY BROWNE VALUE FUND TWEEDY BROWNE VALUE FUND) |
-10.89%
Feb 2006 – Feb 2009 |
-4.92%
Feb 2004 – Feb 2009 |
-0.17%
Feb 1999 – Feb 2009 |
3.25%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWEBX (TWEEDY BROWNE VALUE FUND TWEEDY BROWNE VALUE FUND) |
32.27%
Mar 1995 – Mar 1998 |
19.54%
Jan 1995 – Jan 2000 |
11.89%
Jan 1995 – Jan 2005 |
8.61%
Mar 1995 – Mar 2010 |
Annualized Rolling Returns Comparison Chart