All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2019-09-26💬 to Mon 2026-08-24 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| AVUS × |
+184.45%
+16.33%/yr |
+14.59%/yr
R2=0.891 |
||||
| Avantis U.S. Equity ETF Exchange-Traded Fund | ||||||
| SPY × |
+183.41%
+16.27%/yr |
+14.75%/yr
R2=0.901 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| DFUSX × |
+184.23%
+16.32%/yr |
+14.79%/yr
R2=0.901 |
||||
| U.S. Large Company Portfolio Mutual Fund | ||||||
| Thu 2019-09-26💬 to Mon 2026-08-24 |
Start
Value |
End
Value |
|---|---|---|
| AVUS × |
$10,000.00
2019-09-26 |
$28,444.79
2026-08-24 |
| SPY × |
$10,000.00
2019-09-26 |
$28,340.67
2026-08-24 |
| DFUSX × |
$10,000.00
2019-09-26 |
$28,422.63
2026-08-24 |
| YTD | YoY | |
|---|---|---|
| AVUS × | +17.05% | +24.10% |
| SPY × | +12.55% | +19.62% |
| DFUSX × | +12.62% | +19.69% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| AVUS × |
−1.71%
on 2026-08-24 from 2026-08-14 peak |
−37.04%
on 2020-03-23 from 2020-02-19 peak |
| SPY × |
−1.85%
on 2026-08-24 from 2026-08-13 peak |
−33.72%
on 2020-03-23 from 2020-02-19 peak |
| DFUSX × |
−1.82%
on 2026-08-24 from 2026-08-13 peak |
−33.79%
on 2020-03-23 from 2020-02-19 peak |
| Period ending Mon 2026-08-24 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| AVUS × | +24.10% |
+42.56% +19.40%/yr |
+81.41% +21.96%/yr |
+82.66% +12.80%/yr |
— |
| SPY × | +19.62% |
+39.03% +17.91%/yr |
+81.39% +21.96%/yr |
+82.35% +12.77%/yr |
+311.43% +15.19%/yr |
| DFUSX × | +19.69% |
+39.06% +17.92%/yr |
+81.59% +22.00%/yr |
+82.68% +12.81%/yr |
+312.88% +15.23%/yr |
| Year | AVUS | SPY | DFUSX |
|---|---|---|---|
| 2026 (YTD) | +17.05% | +12.55% | +12.62% |
| 2025 | +16.68% | +17.72% | +17.76% |
| 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 | — | +1.90% | +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 | — | +33.48% | — |
| 1996 | — | +22.56% | — |
| 1995 | — | +38.04% | — |
| 1994 | — | +0.40% | — |
| 1993 | — | +8.64% | — |
