Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AVLV (Avantis U.S. Large Cap Value ETF) | 5.34% | 12.62% | 16.99% | NA | NA | NA | NA | 13.29% |
Data as of 07/03/2025, AR inception is 09/23/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVLV (Avantis U.S. Large Cap Value ETF) | 09/23/2021 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.13 | 12.62 | 16.99 | NA | NA | NA | NA | 13.29 | 5.34 | 17.49 | 17.43 | -5.53 | 5.92 |
| Sharpe Ratio | NA | 0.36 | 0.73 | NA | NA | NA | NA | 0.39 | 0.13 | 1.09 | 0.94 | -0.30 | 1.61 |
| Standard Deviation(%) | NA | 19.63 | 17.53 | NA | NA | NA | NA | 18.35 | 23.94 | 12.73 | 14.78 | 23.55 | 14.50 |
| Draw Down(%) | NA | 19.50 | 19.50 | NA | NA | NA | NA | 19.50 | 18.95 | 8.47 | 10.75 | 19.33 | 4.99 |
| Yield(%) | 0.00 | 1.79 | 2.34 | 1.49 | 0.75 | 0.50 | 0.37 | 2.49 | 0.82 | 1.83 | 2.14 | 1.85 | 0.30 |
Data as of 07/03/2025, AR inception is 09/23/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVLV (Avantis U.S. Large Cap Value ETF) |
8.47%
Mar 2022 - Mar 2025 |
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 |
|---|---|---|---|---|
| AVLV (Avantis U.S. Large Cap Value ETF) |
16.09%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart