All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
AVUVX total return snapshot: AVUVX returned +45.10% over the past year and +23.23% YTD, with dividends reinvested. Since Dec. 4, 2019, AVUVX is up +237.83% in nominal total return, or +20.22%/yr, and is currently at its total-return high.
Data ending Wed Jul. 15, 2026
| Wed 2019-12-04💬 to Wed 2026-07-15 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| AVUVX × |
+23.23%
2026-07-15 |
+45.10%
2026-07-15 |
||||
| Avantis U.S. Small Cap Value Fund Institutional Class Mutual Fund | ||||||
| Wed 2019-12-04💬 to Wed 2026-07-15 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| AVUVX × |
+237.83%
+20.22%/yr |
+19.86%/yr
(R2=0.857) |
||||
| Avantis U.S. Small Cap Value Fund Institutional Class Mutual Fund | ||||||
| Wed 2019-12-04💬 to Wed 2026-07-15 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| AVUVX × |
$10,000.00
2019-12-04 |
$33,782.61
2026-07-15 |
||||
| Avantis U.S. Small Cap Value Fund Institutional Class Mutual Fund | ||||||
| Year | AVUVX |
|---|---|
| 2026 (YTD) | +23.23% |
| 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 Wed 2026-07-15 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| AVUVX × | — |
−50.24%
2020-03-18 from 2019-12-19 peak |
||||
| Avantis U.S. Small Cap Value Fund Institutional Class Mutual Fund | ||||||
| Period ending Wed 2026-07-15 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| AVUVX × | +45.10% |
+48.52% +21.87%/yr |
+80.25% +21.70%/yr |
+128.08% +17.93%/yr |
— | |
| Avantis U.S. Small Cap Value Fund Institutional Class Mutual Fund | ||||||
