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 +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 â1.03% below its real total-return high on Sep. 4, 2026.
Data ending Wed Sep. 9, 2026
| Wed 2019-12-04đŹ 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 | ||||||
| Wed 2019-12-04đŹ to Wed 2026-09-09 |
Start
Value |
End
Value |
|---|---|---|
| AVDVX × |
$10,000.00
2019-12-04 |
$22,211.34
2026-09-09 |
| YTD | YoY | |
|---|---|---|
| AVDVX × | +18.46% | +40.11% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| AVDVX × |
â1.03%
on 2026-09-09 from 2026-09-04 peak |
â43.33%
on 2020-03-23 from 2020-01-02 peak |
| 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 |
— |
| Year | AVDVX |
|---|---|
| 2026 (YTD) | +18.46% |
| 2025 | +55.34% |
| 2024 | +5.44% |
| 2023 | +12.97% |
| 2022 | â16.29% |
| 2021 | +9.88% |
| 2020 | +4.23% |
| 2019 | +5.70% |