All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
AVUVX total return snapshot: AVUVX returned +40.61% over the past year and +22.13% YTD, with dividends reinvested. Since Dec. 4, 2019, AVUVX is up +234.82% in nominal total return, or +20.14%/yr, and is currently −0.89% below its total-return high on Jun. 26, 2026.
Data ending Mon Jul. 6, 2026
| Wed 2019-12-04💬 to Mon 2026-07-06 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| AVUVX × |
+22.13%
2026-07-06 |
+40.61%
2026-07-06 |
||||
| Avantis U.S. Small Cap Value Fund Institutional Class Mutual Fund | ||||||
| Wed 2019-12-04💬 to Mon 2026-07-06 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| AVUVX × |
+234.82%
+20.14%/yr |
+19.84%/yr
(R2=0.855) |
||||
| Avantis U.S. Small Cap Value Fund Institutional Class Mutual Fund | ||||||
| Wed 2019-12-04💬 to Mon 2026-07-06 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| AVUVX × |
$10,000.00
2019-12-04 |
$33,482.39
2026-07-06 |
||||
| Avantis U.S. Small Cap Value Fund Institutional Class Mutual Fund | ||||||
| Year | AVUVX |
|---|---|
| 2026 (YTD) | +22.13% |
| 2025 | +15.19% |
| 2024 | +11.64% |
| 2023 | +22.96% |
| 2022 | +1.39% |
| 2021 | +47.24% |
| 2020 | +10.65% |
| 2019 | +4.95% |
| Wed 2019-12-04💬 to Mon 2026-07-06 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| AVUVX × |
−0.89%
from 2026-06-26 peak |
−50.24%
2020-03-18 from 2019-12-19 peak |
||||
| Avantis U.S. Small Cap Value Fund Institutional Class Mutual Fund | ||||||
| Period ending Mon 2026-07-06 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| AVUVX × | +40.61% |
+57.54% +25.52%/yr |
+86.87% +23.17%/yr |
+121.67% +17.26%/yr |
— | |
| Avantis U.S. Small Cap Value Fund Institutional Class Mutual Fund | ||||||
