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Tweedy, Browne Value Fund (TWEBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
19.14-0.05 (-0.26%)
At close: 08:01PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.40%
5-Year Average Return5.82%
Number of Years Up21
Number of Years Down9
Best 1 Yr Total Return (Nov 5, 2024)27.60%
Worst 1 Yr Total Return (Nov 5, 2024)N/A
Best 3-Yr Total Return27.60%
Worst 3-Yr Total Return2.11%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnTWEBXCategory
YTD4.27%14.38%
1-Month-3.06%-1.21%
3-Month-3.26%5.03%
1-Year14.94%39.50%
3-Year4.56%9.11%
5-Year6.04%10.10%
10-Year5.37%7.90%
Last Bull Market16.31%15.53%
Last Bear Market-8.01%-17.52%

Annual Total Return (%) History

Year
TWEBXCategory
2024
N/AN/A
2023
15.20%N/A
2022
-5.67%N/A
2021
16.16%N/A
2020
-1.99%2.50%
2019
16.05%20.73%
2018
-6.39%-10.41%
2017
16.46%18.90%
2016
9.69%9.24%
2015
-5.39%-3.06%
2014
4.02%3.61%
2013
22.68%25.36%
2012
15.45%14.28%
2011
-1.75%-3.44%
2010
10.51%11.90%
2009
27.60%29.76%
2008
-24.37%-36.88%
2007
0.60%7.10%
2006
11.62%19.86%
2005
2.30%9.79%
2004
9.42%16.15%
2003
23.24%35.24%
2002
-14.91%-14.35%
2001
-0.08%-6.11%
2000
14.45%2.36%
1999
2.00%28.41%
1998
9.59%9.10%
1997
38.87%20.15%
1996
22.45%18.76%
1995
36.21%22.77%
1994
-0.56%-0.80%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.51%-0.82%2.79%N/A
20235.37%3.34%-1.06%6.93%
2022-2.30%-8.01%-7.17%13.07%
20217.72%5.54%-2.65%4.95%
2020-22.13%10.30%0.65%13.38%
20199.49%2.04%-0.75%4.66%
2018-2.77%1.85%2.84%-8.09%
20174.66%2.57%3.89%4.41%
2016-1.51%4.92%2.05%4.02%
20151.37%-2.21%-7.62%3.31%
20142.29%5.00%-1.23%-1.95%
20139.72%0.18%5.29%6.00%
20128.04%-1.40%4.98%3.23%
20112.80%0.82%-12.95%8.90%
20104.45%-8.51%7.52%7.56%
2009-11.84%16.18%15.21%8.13%
2008-4.74%-7.46%1.60%-15.56%
20071.32%5.15%-0.08%-5.50%
20062.10%0.04%5.31%3.77%
2005-2.76%1.26%2.40%1.46%
20042.14%0.29%-1.06%7.98%
2003-4.73%11.39%4.55%11.08%
20022.82%-5.36%-17.42%5.88%
2001-1.92%6.85%-9.65%5.53%
2000-2.24%0.50%11.46%4.50%
1999-1.50%12.28%-7.32%-0.49%
19989.14%3.08%-14.61%14.07%
19973.71%15.66%11.25%4.07%
19967.85%3.29%1.15%8.67%
19959.06%11.11%9.08%3.05%
1994-2.31%1.13%4.48%-3.66%

Rank In Category (By Total Return)

YTD95
1-Month68
3-Month99
1-Year100
3-Year75
5-Year93

Load Adjusted Returns

1-Year14.94%
3-Year4.56%
5-Year6.04%
10-Year5.37%