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 +39.64% over the past year and +19.67% YTD, with dividends reinvested. Since Dec. 4, 2019, AVUVX is up +160.38% in real purchasing-power return, or +15.47%/yr, and is currently −0.87% below its real total-return high on Jul. 16, 2026.

Data ending Thu Jul. 30, 2026

Growth of $10,000

Wed 2019-12-04💬 to Thu 2026-07-30 Overall
Return 		Exponential
Trendline
AVUVX × 		+160.38%
+15.47%/yr 		+14.86%/yr
R2=0.784
Avantis U.S. Small Cap Value Fund Institutional Class Mutual Fund

Growth of $10,000 Summary

Wed 2019-12-04💬 to Thu 2026-07-30 Start
Value 		End
Value
AVUVX × 		$10,000.00
2019-12-04 		$26,038.21
2026-07-30

This Year’s Performance

through 2026-07-30

  YTD YoY
AVUVX × 		+19.67% +39.64%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
AVUVX × 		−0.87%
on 2026-07-30
from 2026-07-16 peak 		−50.49%
on 2020-03-18
from 2019-12-24 peak

Rolling Returns

Period ending Thu 2026-07-30 1 yr 2 yr 3 yr 5 yr 10 yr
AVUVX × 		+39.64% +34.57%
+16.00%/yr 		+57.53%
+16.35%/yr 		+84.82%
+13.07%/yr 		—

Annual Returns

Year AVUVX
2026 (YTD) +19.67%
2025 +12.19%
2024 +8.51%
2023 +18.97%
2022 −4.77%
2021 +37.56%
2020 +9.17%
2019 +5.04%