Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
AVSFX (Avantis Short-Term Fixed Income Fund Institutional Class) NA 1.70% 4.24% 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
AVSFX (Avantis Short-Term Fixed Income Fund Institutional 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 1.70 4.24 NA NA NA NA 2.08 4.00 5.45 -5.30 -0.39
Sharpe Ratio NA -0.73 0.30 NA NA NA NA -0.07 -1.06 0.38 -1.95 -0.34
Standard Deviation(%) NA 1.86 2.69 NA NA NA NA 1.61 2.44 3.21 3.44 1.39
Draw Down(%) NA 1.35 1.62 NA NA NA NA 0.53 1.35 1.62 7.51 1.37
Yield(%) 0.00 2.58 2.72 1.70 0.85 0.57 0.42 1.34 3.69 2.48 1.01 0.41
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
AVSFX (Avantis Short-Term Fixed Income Fund Institutional Class) -0.30%
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
AVSFX (Avantis Short-Term Fixed Income Fund Institutional Class) 3.68%
Aug 2022 – Aug 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return