Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVGNX (Avantis Short-Term Fixed Income Fund G Class) | NA | 1.80% | 4.39% | NA | NA | NA | NA | … | … |
Data as of 09/23/2025, Common starting date is 02/25/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVGNX (Avantis Short-Term Fixed Income Fund G Class) | 02/25/2021 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.80 | 4.39 | NA | NA | NA | NA | … | … | 2.14 | 4.15 | 5.64 | -5.13 | -0.27 |
| Sharpe Ratio | NA | -0.65 | 0.35 | NA | NA | NA | NA | … | … | -0.02 | -0.95 | 0.43 | -1.88 | -0.24 |
| Standard Deviation(%) | NA | 1.95 | 2.77 | NA | NA | NA | NA | … | … | 1.65 | 2.57 | 3.25 | 3.47 | 1.41 |
| Draw Down(%) | NA | 1.35 | 1.60 | NA | NA | NA | NA | … | … | 0.53 | 1.35 | 1.60 | 7.40 | 1.33 |
| Yield(%) | 0.00 | 2.67 | 2.87 | 1.82 | 0.91 | 0.61 | 0.46 | … | … | 1.39 | 3.86 | 2.63 | 1.15 | 0.55 |
Data as of 09/23/2025, Common starting date is 02/25/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVGNX (Avantis Short-Term Fixed Income Fund G Class) |
-0.14%
Apr 2021 – Apr 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVGNX (Avantis Short-Term Fixed Income Fund G Class) |
3.83%
Aug 2022 – Aug 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart