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 +30.36% over the past year and +17.16% YTD, with dividends reinvested. Since Dec. 4, 2019, AVUVX is up +154.91% in real purchasing-power return, or +14.45%/yr, and is currently −5.04% below its real total-return high on Aug. 14, 2026.

Data ending Mon Nov. 9, 2026

Growth of $10,000

Wed 2019-12-04💬 to Mon 2026-11-09 Overall
Return 		Exponential
Trendline
AVUVX × 		+154.91%
+14.45%/yr 		+15.03%/yr
R2=0.807
Avantis U.S. Small Cap Value Fund Institutional Class Mutual Fund

Growth of $10,000 Summary

Wed 2019-12-04💬 to Mon 2026-11-09 Start
Value 		End
Value
AVUVX × 		$10,000.00
2019-12-04 		$25,491.00
2026-11-09

This Year’s Performance

through 2026-11-09

  YTD YoY
AVUVX × 		+17.16% +30.36%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
AVUVX × 		−5.04%
on 2026-11-09
from 2026-08-14 peak 		−50.49%
on 2020-03-18
from 2019-12-24 peak

Rolling Returns

Period ending Mon 2026-11-09 1 yr 2 yr 3 yr 5 yr 10 yr
AVUVX × 		+30.36% +26.66%
+12.54%/yr 		+70.71%
+19.51%/yr 		+61.59%
+10.07%/yr 		—

Annual Returns

Year AVUVX
2026 (YTD) +17.16%
2025 +12.19%
2024 +8.51%
2023 +18.97%
2022 −4.77%
2021 +37.56%
2020 +9.17%
2019 +5.04%