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 +28.84% over the past year and +19.19% YTD, with dividends reinvested. Since Dec. 4, 2019, AVUVX is up +226.77% in nominal total return, or +19.00%/yr, and is currently −6.38% below its total-return high on Aug. 14, 2026.

Data ending Thu Sep. 24, 2026

Growth of $10,000

Wed 2019-12-04💬 to Thu 2026-09-24 Overall
Return 		Exponential
Trendline
AVUVX × 		+226.77%
+19.00%/yr 		+20.03%/yr
R2=0.868
Avantis U.S. Small Cap Value Fund Institutional Class Mutual Fund

Growth of $10,000 Summary

Wed 2019-12-04💬 to Thu 2026-09-24 Start
Value 		End
Value
AVUVX × 		$10,000.00
2019-12-04 		$32,676.54
2026-09-24

This Year’s Performance

through 2026-09-24

  YTD YoY
AVUVX × 		+19.19% +28.84%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
AVUVX × 		−6.38%
on 2026-09-24
from 2026-08-14 peak 		−50.24%
on 2020-03-18
from 2019-12-19 peak

Rolling Returns

Period ending Thu 2026-09-24 1 yr 2 yr 3 yr 5 yr 10 yr
AVUVX × 		+28.84% +42.26%
+19.27%/yr 		+79.53%
+21.54%/yr 		+113.63%
+16.39%/yr 		—

Annual Returns

Year AVUVX
2026 (YTD) +19.19%
2025 +15.19%
2024 +11.64%
2023 +22.96%
2022 +1.39%
2021 +47.24%
2020 +10.65%
2019 +4.95%