Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVUVX (Avantis U.S. Small Cap Value Fund Institutional Class) | 17.93% | 38.81% | 20.16% | 10.83% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/05/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVUVX (Avantis U.S. Small Cap Value Fund Institutional Class) | 12/05/2019 | 06/05/2026 |
| 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 (%) | -0.29 | 38.81 | 20.16 | 10.83 | NA | NA | NA | … | … | 17.93 | 8.88 | 8.83 | 22.96 | -4.74 | 40.31 | 10.62 | 4.74 |
| Sharpe Ratio | NA | 2.07 | 0.83 | 0.38 | NA | NA | NA | … | … | 2.83 | 0.25 | 0.26 | 0.91 | -0.23 | 1.64 | 0.20 | 8.38 |
| Standard Deviation(%) | NA | 17.56 | 21.05 | 22.72 | NA | NA | NA | … | … | 17.04 | 23.67 | 20.13 | 21.33 | 27.20 | 24.51 | 50.58 | 11.64 |
| Draw Down(%) | NA | 8.25 | 28.81 | 28.81 | NA | NA | NA | … | … | 8.25 | 25.15 | 10.84 | 16.26 | 20.77 | 12.28 | 50.00 | 1.05 |
| Yield(%) | 0.00 | 7.80 | 5.47 | 5.27 | 4.25 | 2.84 | 2.13 | … | … | 0.00 | 7.22 | 4.33 | 1.92 | 7.03 | 7.79 | 0.80 | 0.15 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| AVUVX (Avantis U.S. Small Cap Value Fund Institutional Class) |
4.61%
Mar 2022 – Mar 2025 |
10.74%
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 |
|---|---|---|---|---|
| AVUVX (Avantis U.S. Small Cap Value Fund Institutional Class) |
36.43%
Mar 2020 – Mar 2023 |
25.22%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart