AVUV,SWLGX: Total Return Chart (with Dividends Reinvested)

Thu 2019-09-26? to Tue 2025-05-20	YTD Return	TR Price
AVUV ×	−6.41% 2025-05-20	1.961 TR 2025-05-20
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
SWLGX ×	−1.78% 2025-05-20	3.128 TR 2025-05-20
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

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Returns

Thu 2019-09-26? to Tue 2025-05-20	Overall Return	Exponential Trendline
AVUV ×	+96.13% +12.67%/yr	+16.80%/yr (R2=0.731)
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
SWLGX ×	+158.58% +18.32%/yr	+14.44%/yr (R2=0.737)
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

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Growth of $10,000

Thu 2019-09-26? to Tue 2025-05-20	Start Value	End Value
AVUV ×	$10,000.00 2019-09-26	$19,613.14 2025-05-20
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
SWLGX ×	$10,000.00 2019-09-26	$25,857.63 2025-05-20
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

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Annual Returns

Year	AVUV	SWLGX
2025 (YTD)	−6.41%	−1.78%
2024	+9.29%	+33.30%
2023	+22.82%	+42.67%
2022	−4.91%	−29.17%
2021	+42.20%	+26.04%
2020	+6.43%	+38.43%
2019	+8.50%	+36.30%
2018	—	−1.59%
2017	—	−0.48%

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Drawdowns

Thu 2019-09-26? to Tue 2025-05-20	Current Drawdown	Worst Drawdown
AVUV ×	−14.74%	−49.42% 2020-03-23
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
SWLGX ×	−4.32%	−33.28% 2022-10-14
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund