All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
AVUVX total return snapshot: AVUVX returned +44.71% over the past year and +27.32% YTD, with dividends reinvested. Since Dec. 4, 2019, AVUVX is up +249.04% in nominal total return, or +20.53%/yr, and is currently at its total-return high.
Data ending Fri Aug. 14, 2026
| Wed 2019-12-04💬 to Fri 2026-08-14 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| AVUVX × |
+249.04%
+20.53%/yr |
+19.96%/yr
R2=0.862 |
||||
| Avantis U.S. Small Cap Value Fund Institutional Class Mutual Fund | ||||||
| Wed 2019-12-04💬 to Fri 2026-08-14 |
Start
Value |
End
Value |
|---|---|---|
| AVUVX × |
$10,000.00
2019-12-04 |
$34,904.48
2026-08-14 |
| YTD | YoY | |
|---|---|---|
| AVUVX × | +27.32% | +44.71% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| AVUVX × |
—
on 2026-08-14 |
−50.24%
on 2020-03-18 from 2019-12-19 peak |
| Period ending Fri 2026-08-14 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| AVUVX × | +44.71% |
+61.06% +26.91%/yr |
+79.93% +21.63%/yr |
+128.80% +18.00%/yr |
— |
| Year | AVUVX |
|---|---|
| 2026 (YTD) | +27.32% |
| 2025 | +15.19% |
| 2024 | +11.64% |
| 2023 | +22.96% |
| 2022 | +1.39% |
| 2021 | +47.24% |
| 2020 | +10.65% |
| 2019 | +4.95% |
