Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVUNX (Avantis U.S. Equity Fund G Class) | 12.41% | 30.52% | 21.76% | 12.32% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/21/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVUNX (Avantis U.S. Equity Fund G Class) | 01/21/2021 | 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 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.83 | 30.52 | 21.76 | 12.32 | NA | NA | NA | … | … | 12.41 | 16.61 | 20.27 | 21.54 | -14.39 | 22.31 |
| Sharpe Ratio | NA | 2.59 | 1.31 | 0.60 | NA | NA | NA | … | … | 2.77 | 0.73 | 1.29 | 1.28 | -0.65 | 1.62 |
| Standard Deviation(%) | NA | 11.99 | 15.17 | 17.27 | NA | NA | NA | … | … | 13.28 | 19.00 | 12.96 | 14.05 | 24.27 | 14.58 |
| Draw Down(%) | NA | 7.48 | 19.56 | 22.49 | NA | NA | NA | … | … | 7.48 | 19.52 | 8.49 | 10.68 | 22.49 | 5.48 |
| Yield(%) | 0.00 | 3.16 | 2.60 | 2.05 | 1.15 | 0.77 | 0.58 | … | … | 0.00 | 3.17 | 1.81 | 1.61 | 1.49 | 1.28 |
Data as of 06/05/2026, Common starting date is 01/21/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVUNX (Avantis U.S. Equity Fund G Class) |
6.68%
Apr 2021 – Apr 2024 |
11.21%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVUNX (Avantis U.S. Equity Fund G Class) |
23.56%
May 2023 – May 2026 |
13.09%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart