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 +34.10% over the past year and +17.86% YTD, with dividends reinvested. Since Dec. 4, 2019, AVUVX is up +156.42% in real purchasing-power return, or +15.34%/yr, and is currently −0.81% below its real total-return high on Jun. 26, 2026.
Data ending Fri Jul. 10, 2026
| Wed 2019-12-04💬 to Fri 2026-07-10 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| AVUVX × |
+17.86%
2026-07-10 |
+34.10%
2026-07-10 |
||||
| Avantis U.S. Small Cap Value Fund Institutional Class Mutual Fund | ||||||
| Wed 2019-12-04💬 to Fri 2026-07-10 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| AVUVX × |
+156.42%
+15.34%/yr |
+14.78%/yr
(R2=0.779) |
||||
| Avantis U.S. Small Cap Value Fund Institutional Class Mutual Fund | ||||||
| Wed 2019-12-04💬 to Fri 2026-07-10 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| AVUVX × |
$10,000.00
2019-12-04 |
$25,642.36
2026-07-10 |
||||
| Avantis U.S. Small Cap Value Fund Institutional Class Mutual Fund | ||||||
| Year | AVUVX |
|---|---|
| 2026 (YTD) | +17.86% |
| 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 Fri 2026-07-10 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| AVUVX × |
−0.81%
from 2026-06-26 peak |
−50.49%
2020-03-18 from 2019-12-24 peak |
||||
| Avantis U.S. Small Cap Value Fund Institutional Class Mutual Fund | ||||||
| Period ending Fri 2026-07-10 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| AVUVX × | +34.10% |
+45.74% +20.72%/yr |
+65.03% +18.17%/yr |
+77.23% +12.13%/yr |
— | |
| Avantis U.S. Small Cap Value Fund Institutional Class Mutual Fund | ||||||
