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 +27.27% over the past year and +14.23% YTD, with dividends reinvested. Since Dec. 4, 2019, AVUVX is up +148.54% in real purchasing-power return, or +14.18%/yr, and is currently −7.42% below its real total-return high on Aug. 14, 2026.

Data ending Fri Oct. 16, 2026

Growth of $10,000

Wed 2019-12-04💬 to Fri 2026-10-16 Overall
Return 		Exponential
Trendline
AVUVX × 		+148.54%
+14.18%/yr 		+15.02%/yr
R2=0.803
Avantis U.S. Small Cap Value Fund Institutional Class Mutual Fund

Growth of $10,000 Summary

Wed 2019-12-04💬 to Fri 2026-10-16 Start
Value 		End
Value
AVUVX × 		$10,000.00
2019-12-04 		$24,853.56
2026-10-16

This Year’s Performance

through 2026-10-16

  YTD YoY
AVUVX × 		+14.23% +27.27%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
AVUVX × 		−7.42%
on 2026-10-16
from 2026-08-14 peak 		−50.49%
on 2020-03-18
from 2019-12-24 peak

Rolling Returns

Period ending Fri 2026-10-16 1 yr 2 yr 3 yr 5 yr 10 yr
AVUVX × 		+27.27% +28.70%
+13.44%/yr 		+62.70%
+17.61%/yr 		+66.85%
+10.78%/yr 		—

Annual Returns

Year AVUVX
2026 (YTD) +14.23%
2025 +12.19%
2024 +8.51%
2023 +18.97%
2022 −4.77%
2021 +37.56%
2020 +9.17%
2019 +5.04%