All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

AVUVX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

AVUVX real return snapshot: after CPI-U inflation, AVUVX returned +29.91% over the past year and +20.13% YTD, with dividends reinvested. Since Dec. 4, 2019, AVUVX is up +161.37% in real purchasing-power return, or +15.27%/yr, and is currently −2.66% below its real total-return high on Aug. 14, 2026.

Data ending Tue Sep. 8, 2026

Growth of $10,000

Wed 2019-12-04💬 to Tue 2026-09-08 Overall
Return 		Exponential
Trendline
AVUVX × 		+161.37%
+15.27%/yr 		+15.00%/yr
R2=0.794
Avantis U.S. Small Cap Value Fund Institutional Class Mutual Fund

Growth of $10,000 Summary

Wed 2019-12-04💬 to Tue 2026-09-08 Start
Value 		End
Value
AVUVX × 		$10,000.00
2019-12-04 		$26,136.58
2026-09-08

This Year’s Performance

through 2026-09-08

  YTD YoY
AVUVX × 		+20.13% +29.91%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
AVUVX × 		−2.66%
on 2026-09-08
from 2026-08-14 peak 		−50.49%
on 2020-03-18
from 2019-12-24 peak

Rolling Returns

Period ending Tue 2026-09-08 1 yr 2 yr 3 yr 5 yr 10 yr
AVUVX × 		+29.91% +47.85%
+21.59%/yr 		+66.37%
+18.49%/yr 		+84.69%
+13.06%/yr 		—

Annual Returns

Year AVUVX
2026 (YTD) +20.13%
2025 +12.19%
2024 +8.51%
2023 +18.97%
2022 −4.77%
2021 +37.56%
2020 +9.17%
2019 +5.04%