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 +23.30% over the past year and +14.34% YTD, with dividends reinvested. Since Dec. 4, 2019, AVUVX is up +148.78% in real purchasing-power return, or +14.30%/yr, and is currently −7.33% below its real total-return high on Aug. 14, 2026.

Data ending Mon Sep. 28, 2026

Growth of $10,000

Wed 2019-12-04💬 to Mon 2026-09-28 Overall
Return 		Exponential
Trendline
AVUVX × 		+148.78%
+14.30%/yr 		+15.02%/yr
R2=0.799
Avantis U.S. Small Cap Value Fund Institutional Class Mutual Fund

Growth of $10,000 Summary

Wed 2019-12-04💬 to Mon 2026-09-28 Start
Value 		End
Value
AVUVX × 		$10,000.00
2019-12-04 		$24,877.86
2026-09-28

This Year’s Performance

through 2026-09-28

  YTD YoY
AVUVX × 		+14.34% +23.30%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
AVUVX × 		−7.33%
on 2026-09-28
from 2026-08-14 peak 		−50.49%
on 2020-03-18
from 2019-12-24 peak

Rolling Returns

Period ending Mon 2026-09-28 1 yr 2 yr 3 yr 5 yr 10 yr
AVUVX × 		+23.30% +32.69%
+15.19%/yr 		+59.82%
+16.92%/yr 		+70.41%
+11.25%/yr 		—

Annual Returns

Year AVUVX
2026 (YTD) +14.34%
2025 +12.19%
2024 +8.51%
2023 +18.97%
2022 −4.77%
2021 +37.56%
2020 +9.17%
2019 +5.04%