Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AVUS (Avantis U.S. Equity ETF) | 6.50% | 20.49% | 14.74% | 15.41% | NA | NA | NA | 17.39% |
Data as of 08/05/2025, AR inception is 09/27/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVUS (Avantis U.S. Equity ETF) | 09/27/2019 | 08/05/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.15 | 20.49 | 14.74 | 15.41 | NA | NA | NA | 17.39 | 6.50 | 20.43 | 21.77 | -13.83 | 28.72 | 17.51 | 9.48 |
| Sharpe Ratio | NA | 0.49 | 0.63 | 0.76 | NA | NA | NA | 0.58 | 0.27 | 1.28 | 1.31 | -0.64 | 1.96 | 0.48 | 4.05 |
| Standard Deviation(%) | NA | 20.00 | 17.38 | 17.88 | NA | NA | NA | 21.86 | 23.01 | 13.08 | 14.01 | 24.09 | 14.64 | 35.98 | 10.11 |
| Draw Down(%) | NA | 19.74 | 19.74 | 22.21 | NA | NA | NA | 37.04 | 19.63 | 8.68 | 10.78 | 22.21 | 5.56 | 37.04 | 3.19 |
| Yield(%) | 0.00 | 1.48 | 1.69 | 1.99 | 1.18 | 0.79 | 0.59 | 2.36 | 0.62 | 1.51 | 1.70 | 1.35 | 1.39 | 1.37 | 0.38 |
Data as of 08/05/2025, AR inception is 09/27/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVUS (Avantis U.S. Equity ETF) |
7.05%
Apr 2021 - Apr 2024 |
13.83%
Dec 2019 - Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVUS (Avantis U.S. Equity ETF) |
21.80%
Mar 2020 - Mar 2023 |
19.35%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart