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Tweedy, Browne Global Value (TBGVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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27.63-0.12 (-0.43%)
At close: 8:00PM EDT
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Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return11.86%
5-Year Average Return8.78%
Number of Years Up18
Number of Years Down5
Best 1 Yr Total Return (Jul 30, 2017)37.85%
Worst 1 Yr Total Return (Jul 30, 2017)-38.31%
Best 3-Yr Total Return37.85%
Worst 3-Yr Total Return-7.28%

Trailing Returns (%) Vs. Benchmarks

ReturnTBGVXCategory
YTD11.86%12.50%
1-Month1.67%0.17%
3-Month3.66%5.10%
1-Year16.02%19.94%
3-Year4.65%-0.26%
5-Year8.78%7.34%
10-Year4.23%-0.02%
Last Bull Market14.63%12.89%
Last Bear Market-14.18%-23.34%

Annual Total Return (%) History

Year
TBGVXCategory
2017
N/AN/A
2016
5.62%3.34%
2015
-1.46%-3.10%
2014
1.51%-6.32%
2013
19.62%20.81%
2012
18.38%16.21%
2011
-4.13%-12.77%
2010
13.82%7.48%
2009
37.85%30.33%
2008
-38.31%-42.41%
2007
7.54%9.01%
2006
20.14%25.98%
2005
15.42%13.19%
2004
20.01%21.99%
2003
24.93%39.07%
2002
-12.14%-12.37%
2001
-4.67%-15.98%
2000
12.39%-6.76%
1999
25.28%30.02%
1998
10.99%6.98%
1997
22.96%7.03%
1996
20.23%13.85%
1995
10.70%10.70%
1994
4.36%0.61%
1993
N/A38.00%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20176.79%3.03%N/AN/A
2016-2.33%2.80%3.30%1.83%
20153.57%-1.97%-5.37%2.55%
20141.39%3.30%-1.18%-1.92%
20138.05%-0.68%6.42%4.75%
20128.88%-1.47%5.12%4.98%
20111.43%2.24%-12.55%5.73%
20104.39%-6.10%8.61%6.91%
2009-9.41%21.77%15.79%7.93%
2008-9.03%-7.98%-10.10%-18.03%
20074.46%5.94%-0.64%-2.20%
20068.18%-2.87%5.73%8.14%
20053.84%2.45%5.67%2.67%
20048.59%3.06%-0.27%7.53%
2003-8.67%14.40%8.41%10.28%
20026.80%-5.81%-16.47%4.57%
2001-2.30%4.76%-12.62%6.59%
20004.40%1.33%5.38%0.82%
19997.49%14.77%-1.25%2.84%
199815.80%0.37%-17.85%16.24%
19976.99%10.09%5.29%-0.85%
199610.27%4.41%-1.14%5.63%
1995-3.03%5.56%4.44%3.55%
19946.24%-0.41%0.74%-2.09%
19933.31%11.93%N/AN/A

Rank In Category (By Total Return)

YTD93
1-Month94
3-Month96
1-Year74
3-Year7
5-Year31

Load Adjusted Returns

1-Year16.02%
3-Year4.65%
5-Year8.78%
10-Year4.23%