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

Thu 2019-09-26? to Thu 2025-04-24	YTD Return	TR Price
AVUV ×	−13.68% 2025-04-24	1.809 TR 2025-04-24
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
SWLGX ×	−10.28% 2025-04-24	2.815 TR 2025-04-24
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

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Returns

Thu 2019-09-26? to Thu 2025-04-24	Overall Return	Exponential Trendline
AVUV ×	+80.90% +11.21%/yr	+17.10%/yr (R2=0.734)
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
SWLGX ×	+132.67% +16.35%/yr	+14.41%/yr (R2=0.729)
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

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Growth of $10,000

Thu 2019-09-26? to Thu 2025-04-24	Start Value	End Value
AVUV ×	$10,000.00 2019-09-26	$18,089.85 2025-04-24
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
SWLGX ×	$10,000.00 2019-09-26	$23,267.28 2025-04-24
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

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Annual Returns

Year	AVUV	SWLGX
2025 (YTD)	−13.68%	−10.28%
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 Thu 2025-04-24	Current Drawdown	Worst Drawdown
AVUV ×	−21.36%	−49.42% 2020-03-23
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
SWLGX ×	−13.91%	−33.28% 2022-10-14
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund