All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
AVUVX real return snapshot: after CPI-U inflation, AVUVX returned +41.74% over the past year and +16.31% YTD, with dividends reinvested. Since Dec. 4, 2019, AVUVX is up +153.05% in real purchasing-power return, or +15.26%/yr, and is currently −1.90% below its real total-return high on Jun. 12, 2026.
Data ending Thu Jun. 18, 2026
| Wed 2019-12-04💬 to Thu 2026-06-18 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| AVUVX × |
+16.31%
2026-06-18 |
+41.74%
2026-06-18 |
||||
| Avantis U.S. Small Cap Value Fund Institutional Class Mutual Fund | ||||||
| Wed 2019-12-04💬 to Thu 2026-06-18 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| AVUVX × |
+153.05%
+15.26%/yr |
+14.71%/yr
(R2=0.774) |
||||
| Avantis U.S. Small Cap Value Fund Institutional Class Mutual Fund | ||||||
| Wed 2019-12-04💬 to Thu 2026-06-18 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| AVUVX × |
$10,000.00
2019-12-04 |
$25,305.33
2026-06-18 |
||||
| Avantis U.S. Small Cap Value Fund Institutional Class Mutual Fund | ||||||
| Year | AVUVX |
|---|---|
| 2026 (YTD) | +16.31% |
| 2025 | +12.19% |
| 2024 | +8.51% |
| 2023 | +18.97% |
| 2022 | −4.77% |
| 2021 | +37.56% |
| 2020 | +9.17% |
| 2019 | +5.04% |
| Wed 2019-12-04💬 to Thu 2026-06-18 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| AVUVX × |
−1.90%
from 2026-06-12 peak |
−50.49%
2020-03-18 from 2019-12-24 peak |
||||
| Avantis U.S. Small Cap Value Fund Institutional Class Mutual Fund | ||||||
| Period ending Thu 2026-06-18 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| AVUVX × | +41.74% |
+45.26% +20.52%/yr |
+66.82% +18.60%/yr |
+79.33% +12.39%/yr |
— | |
| Avantis U.S. Small Cap Value Fund Institutional Class Mutual Fund | ||||||
