Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALCEX (Avantis U.S. Large Cap Value Fund G Class) | 19.79% | 39.32% | 23.36% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/21/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALCEX (Avantis U.S. Large Cap Value Fund G Class) | 06/21/2022 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.73 | 39.32 | 23.36 | NA | NA | NA | NA | … | … | 19.79 | 15.48 | 17.12 | 16.84 | 8.46 |
| Sharpe Ratio | NA | 2.94 | 1.34 | NA | NA | NA | NA | … | … | 3.68 | 0.69 | 1.06 | 0.88 | 0.63 |
| Standard Deviation(%) | NA | 12.46 | 15.01 | NA | NA | NA | NA | … | … | 13.55 | 18.44 | 12.79 | 15.08 | 22.61 |
| Draw Down(%) | NA | 6.01 | 19.49 | NA | NA | NA | NA | … | … | 6.01 | 18.70 | 8.43 | 11.21 | 14.08 |
| Yield(%) | 0.00 | 3.90 | 3.13 | 2.27 | 1.13 | 0.76 | 0.57 | … | … | 0.00 | 3.87 | 2.05 | 2.01 | 1.19 |
Data as of 06/05/2026, Common starting date is 06/21/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALCEX (Avantis U.S. Large Cap Value Fund G Class) |
13.16%
Jul 2022 – Jul 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALCEX (Avantis U.S. Large Cap Value Fund G Class) |
24.75%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart