All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2019-09-26? to Fri 2025-12-05 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| AVUS × |
+16.72%
2025-12-05 |
2.431 TR
2025-12-05 |
||||
| Avantis U.S. Equity ETF Exchange-Traded Fund | ||||||
| SPY × |
+18.02%
2025-12-05 |
28.2 TR
2025-12-05 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| DFUSX × |
+18.13%
2025-12-05 |
7.299 TR
2025-12-05 |
||||
| U.S. Large Company Portfolio Mutual Fund | ||||||
| Thu 2019-09-26? to Fri 2025-12-05 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| AVUS × |
+143.09%
+15.42%/yr |
+13.77%/yr
(R2=0.851) |
||||
| Avantis U.S. Equity ETF Exchange-Traded Fund | ||||||
| SPY × |
+152.44%
+16.13%/yr |
+14.01%/yr
(R2=0.864) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| DFUSX × |
+153.16%
+16.18%/yr |
+14.04%/yr
(R2=0.864) |
||||
| U.S. Large Company Portfolio Mutual Fund | ||||||
| Thu 2019-09-26? to Fri 2025-12-05 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| AVUS × |
$10,000.00
2019-09-26 |
$24,308.93
2025-12-05 |
||||
| Avantis U.S. Equity ETF Exchange-Traded Fund | ||||||
| SPY × |
$10,000.00
2019-09-26 |
$25,244.05
2025-12-05 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| DFUSX × |
$10,000.00
2019-09-26 |
$25,316.39
2025-12-05 |
||||
| U.S. Large Company Portfolio Mutual Fund | ||||||
| Year | AVUS | SPY | DFUSX |
|---|---|---|---|
| 2025 (YTD) | +16.72% | +18.02% | +18.13% |
| 2024 | +20.43% | +24.89% | +24.91% |
| 2023 | +21.78% | +26.18% | +26.27% |
| 2022 | −13.82% | −18.18% | −18.14% |
| 2021 | +28.73% | +28.73% | +28.53% |
| 2020 | +17.58% | +18.33% | +18.41% |
| 2019 | +8.87% | +31.22% | +31.43% |
| 2018 | — | −4.57% | −4.45% |
| 2017 | — | +21.71% | +21.73% |
| 2016 | — | +12.00% | +11.90% |
| 2015 | — | +1.23% | +1.39% |
| 2014 | — | +13.46% | +13.53% |
| 2013 | — | +32.31% | +32.33% |
| 2012 | — | +15.99% | +15.82% |
| 2011 | — | +1.89% | +2.09% |
| 2010 | — | +15.06% | +15.01% |
| 2009 | — | +26.35% | +26.68% |
| 2008 | — | −36.79% | −36.77% |
| 2007 | — | +5.15% | +5.53% |
| 2006 | — | +15.85% | +15.72% |
| 2005 | — | +4.83% | +4.96% |
| 2004 | — | +10.70% | +10.77% |
| 2003 | — | +28.18% | +28.52% |
| 2002 | — | −21.58% | −22.22% |
| 2001 | — | −11.76% | −12.06% |
| 2000 | — | −9.74% | −11.24% |
| 1999 | — | +20.39% | — |
| 1998 | — | +28.69% | — |
| 1997 | — | +33.47% | — |
| 1996 | — | +22.50% | — |
| 1995 | — | +38.06% | — |
| 1994 | — | +0.40% | — |
| 1993 | — | +8.71% | — |
| Thu 2019-09-26? to Fri 2025-12-05 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| AVUS × | 0.00% |
−37.04%
2020-03-23 |
||||
| Avantis U.S. Equity ETF Exchange-Traded Fund | ||||||
| SPY × | −0.25% |
−33.72%
2020-03-23 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| DFUSX × | −0.15% |
−33.79%
2020-03-23 |
||||
| U.S. Large Company Portfolio Mutual Fund | ||||||