All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

AVDVX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

AVDVX real return snapshot: after CPI-U inflation, AVDVX returned +40.11% over the past year and +18.46% YTD, with dividends reinvested. Since Dec. 4, 2019, AVDVX is up +122.11% in real purchasing-power return, or +12.52%/yr, and is currently −1.03% below its real total-return high on Sep. 4, 2026.

Data ending Wed Sep. 9, 2026

Growth of $10,000

Wed 2019-12-04💬 to Wed 2026-09-09 Overall
Return
Exponential
Trendline
AVDVX
×
+122.11%
+12.52%/yr
+10.50%/yr
R2=0.616
Avantis International Small Cap Value Fund Institutional Class Mutual Fund

Growth of $10,000 Summary

Wed 2019-12-04💬 to Wed 2026-09-09 Start
Value
End
Value
AVDVX
×
$10,000.00
2019-12-04
$22,211.34
2026-09-09

This Year’s Performance

through 2026-09-09

  YTD YoY
AVDVX
×
+18.46% +40.11%

Drawdowns

  Current
Drawdown
Worst
Drawdown
AVDVX
×
−1.03%
on 2026-09-09
from 2026-09-04 peak
−43.33%
on 2020-03-23
from 2020-01-02 peak

Rolling Returns

Period ending Wed 2026-09-09 1 yr 2 yr 3 yr 5 yr 10 yr
AVDVX
×
+40.11% +83.58%
+35.49%/yr
+110.73%
+28.21%/yr
+80.47%
+12.53%/yr

Annual Returns

Year AVDVX
2026 (YTD) +18.46%
2025 +55.34%
2024 +5.44%
2023 +12.97%
2022 −16.29%
2021 +9.88%
2020 +4.23%
2019 +5.70%