All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
AVDVX real return snapshot: after CPI-U inflation, AVDVX returned +34.74% over the past year and +9.24% YTD, with dividends reinvested. Since Dec. 4, 2019, AVDVX is up +104.82% in real purchasing-power return, or +11.41%/yr, and is currently â6.10% below its real total-return high on Feb. 27, 2026.
Data ending Fri Jul. 24, 2026
| Wed 2019-12-04đŹ to Fri 2026-07-24 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| AVDVX × |
+104.82%
+11.41%/yr |
+9.98%/yr
R2=0.594 |
||||
| Avantis International Small Cap Value Fund Institutional Class Mutual Fund | ||||||
| Wed 2019-12-04đŹ to Fri 2026-07-24 |
Start
Value |
End
Value |
|---|---|---|
| AVDVX × |
$10,000.00
2019-12-04 |
$20,482.28
2026-07-24 |
| YTD | YoY | |
|---|---|---|
| AVDVX × | +9.24% | +34.74% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| AVDVX × |
â6.10%
on 2026-07-24 from 2026-02-27 peak |
â43.33%
on 2020-03-23 from 2020-01-02 peak |
| Period ending Fri 2026-07-24 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| AVDVX × | +34.74% |
+69.43% +30.16%/yr |
+88.08% +23.44%/yr |
+72.02% +11.46%/yr |
— |
| Year | AVDVX |
|---|---|
| 2026 (YTD) | +9.24% |
| 2025 | +55.34% |
| 2024 | +5.44% |
| 2023 | +12.97% |
| 2022 | â16.29% |
| 2021 | +9.88% |
| 2020 | +4.23% |
| 2019 | +5.70% |