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 +35.83% over the past year and +25.59% YTD, with dividends reinvested. Since Dec. 4, 2019, AVUVX is up +244.30% in nominal total return, or +20.10%/yr, and is currently −1.36% below its total-return high on Aug. 14, 2026.

Data ending Fri Sep. 4, 2026

Growth of $10,000

Wed 2019-12-04💬 to Fri 2026-09-04 Overall
Return 		Exponential
Trendline
AVUVX × 		+244.30%
+20.10%/yr 		+20.02%/yr
R2=0.866
Avantis U.S. Small Cap Value Fund Institutional Class Mutual Fund

Growth of $10,000 Summary

Wed 2019-12-04💬 to Fri 2026-09-04 Start
Value 		End
Value
AVUVX × 		$10,000.00
2019-12-04 		$34,430.45
2026-09-04

This Year’s Performance

through 2026-09-04

  YTD YoY
AVUVX × 		+25.59% +35.83%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
AVUVX × 		−1.36%
on 2026-09-04
from 2026-08-14 peak 		−50.24%
on 2020-03-18
from 2019-12-19 peak

Rolling Returns

Period ending Fri 2026-09-04 1 yr 2 yr 3 yr 5 yr 10 yr
AVUVX × 		+35.83% +55.30%
+24.62%/yr 		+76.32%
+20.81%/yr 		+123.91%
+17.49%/yr 		—

Annual Returns

Year AVUVX
2026 (YTD) +25.59%
2025 +15.19%
2024 +11.64%
2023 +22.96%
2022 +1.39%
2021 +47.24%
2020 +10.65%
2019 +4.95%