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

Total Real Returns

AVUVX: Total Return Chart (with Dividends Reinvested)

AVUVX total return snapshot: AVUVX returned +42.68% over the past year and +23.57% YTD, with dividends reinvested. Since Dec. 4, 2019, AVUVX is up +238.77% in nominal total return, or +20.18%/yr, and is currently −0.83% below its total-return high on Jul. 16, 2026.

Data ending Fri Jul. 24, 2026

Growth of $10,000

Wed 2019-12-04💬 to Fri 2026-07-24 Overall
Return 		Exponential
Trendline
AVUVX × 		+238.77%
+20.18%/yr 		+19.90%/yr
R2=0.858
Avantis U.S. Small Cap Value Fund Institutional Class Mutual Fund

Growth of $10,000 Summary

Wed 2019-12-04💬 to Fri 2026-07-24 Start
Value 		End
Value
AVUVX × 		$10,000.00
2019-12-04 		$33,877.42
2026-07-24

This Year’s Performance

through 2026-07-24

  YTD YoY
AVUVX × 		+23.57% +42.68%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
AVUVX × 		−0.83%
on 2026-07-24
from 2026-07-16 peak 		−50.24%
on 2020-03-18
from 2019-12-19 peak

Rolling Returns

Period ending Fri 2026-07-24 1 yr 2 yr 3 yr 5 yr 10 yr
AVUVX × 		+42.68% +47.66%
+21.51%/yr 		+74.98%
+20.50%/yr 		+130.76%
+18.20%/yr 		—

Annual Returns

Year AVUVX
2026 (YTD) +23.57%
2025 +15.19%
2024 +11.64%
2023 +22.96%
2022 +1.39%
2021 +47.24%
2020 +10.65%
2019 +4.95%