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 +39.14% over the past year and +8.84% YTD, with dividends reinvested. Since Dec. 4, 2019, AVDVX is up +104.08% in real purchasing-power return, or +11.46%/yr, and is currently −6.44% below its real total-return high on Feb. 27, 2026.
Data ending Thu Jul. 2, 2026
| Wed 2019-12-04💬 to Thu 2026-07-02 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| AVDVX × |
+8.84%
2026-07-02 |
+39.14%
2026-07-02 |
||||
| Avantis International Small Cap Value Fund Institutional Class Mutual Fund | ||||||
| Wed 2019-12-04💬 to Thu 2026-07-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| AVDVX × |
+104.08%
+11.46%/yr |
+9.75%/yr
(R2=0.583) |
||||
| Avantis International Small Cap Value Fund Institutional Class Mutual Fund | ||||||
| Wed 2019-12-04💬 to Thu 2026-07-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| AVDVX × |
$10,000.00
2019-12-04 |
$20,408.09
2026-07-02 |
||||
| Avantis International Small Cap Value Fund Institutional Class Mutual Fund | ||||||
| Year | AVDVX |
|---|---|
| 2026 (YTD) | +8.84% |
| 2025 | +55.34% |
| 2024 | +5.44% |
| 2023 | +12.97% |
| 2022 | −16.29% |
| 2021 | +9.88% |
| 2020 | +4.23% |
| 2019 | +5.70% |
| Wed 2019-12-04💬 to Thu 2026-07-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| AVDVX × |
−6.44%
from 2026-02-27 peak |
−43.33%
2020-03-23 from 2020-01-02 peak |
||||
| Avantis International Small Cap Value Fund Institutional Class Mutual Fund | ||||||
| Period ending Thu 2026-07-02 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| AVDVX × | +39.14% |
+71.78% +31.07%/yr |
+95.23% +24.98%/yr |
+68.40% +10.99%/yr |
— | |
| Avantis International Small Cap Value Fund Institutional Class Mutual Fund | ||||||