Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVUSX (Avantis U.S. Equity Fund Institutional Class) | 14.47% | 32.22% | 22.32% | 12.74% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/05/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVUSX (Avantis U.S. Equity Fund Institutional Class) | 12/05/2019 | 06/03/2026 |
| 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 (%) | 0.42 | 32.22 | 22.32 | 12.74 | NA | NA | NA | … | … | 14.47 | 16.45 | 20.03 | 21.44 | -14.42 | 27.48 | 18.65 | 3.85 |
| Sharpe Ratio | NA | 2.58 | 1.30 | 0.59 | NA | NA | NA | … | … | 2.76 | 0.72 | 1.27 | 1.27 | -0.65 | 1.88 | 0.52 | 10.08 |
| Standard Deviation(%) | NA | 11.99 | 15.14 | 17.28 | NA | NA | NA | … | … | 13.22 | 18.94 | 12.93 | 14.11 | 24.30 | 14.64 | 35.32 | 7.34 |
| Draw Down(%) | NA | 7.48 | 19.61 | 22.62 | NA | NA | NA | … | … | 7.48 | 19.53 | 8.45 | 10.69 | 22.62 | 5.55 | 36.23 | 0.58 |
| Yield(%) | 0.00 | 2.98 | 2.40 | 1.89 | 1.47 | 0.98 | 0.74 | … | … | 0.00 | 3.00 | 1.63 | 1.43 | 1.37 | 1.17 | 1.10 | 0.16 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| AVUSX (Avantis U.S. Equity Fund Institutional Class) |
6.52%
Apr 2021 – Apr 2024 |
11.03%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVUSX (Avantis U.S. Equity Fund Institutional Class) |
23.39%
May 2023 – May 2026 |
18.83%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart