Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVSBX (Avantis U.S. Small Cap Equity G) | 17.23% | 37.30% | NA | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 06/25/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVSBX (Avantis U.S. Small Cap Equity G) | 06/25/2024 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.07 | 37.30 | NA | NA | NA | NA | NA | … | … | 17.23 | 11.79 | 10.45 |
| Sharpe Ratio | NA | 2.04 | NA | NA | NA | NA | NA | … | … | 2.24 | 0.39 | 0.74 |
| Standard Deviation(%) | NA | 18.24 | NA | NA | NA | NA | NA | … | … | 17.69 | 23.14 | 23.83 |
| Draw Down(%) | NA | 7.85 | NA | NA | NA | NA | NA | … | … | 7.85 | 24.47 | 10.62 |
| Yield(%) | 0.00 | 6.28 | 2.42 | 1.45 | 0.73 | 0.48 | 0.36 | … | … | 0.00 | 6.01 | 0.69 |
Data as of 06/08/2026, Common starting date is 06/25/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVSBX (Avantis U.S. Small Cap Equity G) |
0.00%
NA |
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 |
|---|---|---|---|---|
| AVSBX (Avantis U.S. Small Cap Equity G) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart