Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVDVX (Avantis International Small Cap Value Fund Institutional Class) | 13.02% | 39.39% | 26.64% | 13.10% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/05/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVDVX (Avantis International Small Cap Value Fund Institutional Class) | 12/05/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.15 | 39.39 | 26.64 | 13.10 | NA | NA | NA | … | … | 13.02 | 48.24 | 8.41 | 16.75 | -10.88 | 15.45 | 5.65 | 5.09 |
| Sharpe Ratio | NA | 2.97 | 1.67 | 0.71 | NA | NA | NA | … | … | 2.45 | 2.91 | 0.34 | 0.94 | -0.55 | 1.08 | 0.17 | 13.36 |
| Standard Deviation(%) | NA | 15.25 | 15.37 | 16.74 | NA | NA | NA | … | … | 19.21 | 15.67 | 13.88 | 14.10 | 22.34 | 14.29 | 31.33 | 8.05 |
| Draw Down(%) | NA | 12.92 | 13.84 | 27.38 | NA | NA | NA | … | … | 12.92 | 13.84 | 8.19 | 10.50 | 27.02 | 8.15 | 43.06 | 0.85 |
| Yield(%) | 0.00 | 11.66 | 8.13 | 5.45 | 3.69 | 2.46 | 1.85 | … | … | 0.00 | 13.97 | 4.57 | 3.97 | 2.87 | 4.68 | 1.40 | 0.40 |
Data as of 06/05/2026, Common starting date is 12/05/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVDVX (Avantis International Small Cap Value Fund Institutional Class) |
3.44%
Apr 2021 – Apr 2024 |
8.53%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVDVX (Avantis International Small Cap Value Fund Institutional Class) |
29.68%
May 2023 – May 2026 |
17.69%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart