All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

AVUV,SWPPX: 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
SWPPX
×
−6.37%
2025-04-24
9.857 TR
2025-04-24
Schwab S&P 500 Index Fund Mutual Fund

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
SWPPX
×
+100.90%
+13.32%/yr
+13.36%/yr
(R2=0.816)
Schwab S&P 500 Index Fund Mutual Fund

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
SWPPX
×
$10,000.00
2019-09-26
$20,089.56
2025-04-24
Schwab S&P 500 Index Fund Mutual Fund

Annual Returns

Year AVUV SWPPX
2025 (YTD) −13.68% −6.37%
2024 +9.29% +24.96%
2023 +22.82% +26.26%
2022 −4.91% −18.14%
2021 +42.20% +28.67%
2020 +6.43% +18.38%
2019 +8.50% +31.46%
2018 −4.92%
2017 +21.76%
2016 +11.21%
2015 +0.26%
2014 +13.55%
2013 +32.26%
2012 +15.89%
2011 +2.02%
2010 +14.98%
2009 +26.26%
2008 −36.70%
2007 +5.45%
2006 +15.68%
2005 +4.78%
2004 +10.70%
2003 +28.47%
2002 −22.18%
2001 −12.04%
2000 −9.19%
1999 +21.97%
1998 +28.26%
1997 +9.33%

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
SWPPX
×
−10.51% −33.80%
2020-03-23
Schwab S&P 500 Index Fund Mutual Fund