Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
AVUS (Avantis® U.S. Equity ETF) 13.94% 30.29% 21.54% 12.93% NA NA NA
Data as of 06/12/2026, Common starting date is 09/27/2019
More Performance Analytics Comparison
Name Start Date End Date
AVUS (Avantis® U.S. Equity ETF) 09/27/2019 06/12/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019
Annualized Return (%) 1.55 30.29 21.54 12.93 NA NA NA 13.94 16.68 20.43 21.77 -13.83 28.72 17.51 9.48
Sharpe Ratio NA 2.19 1.19 0.60 NA NA NA 2.23 0.73 1.28 1.31 -0.64 1.96 0.48 4.05
Standard Deviation(%) NA 12.62 15.31 17.34 NA NA NA 14.05 19.08 13.08 14.01 24.09 14.64 35.98 10.11
Draw Down(%) NA 7.85 19.74 22.21 NA NA NA 7.85 19.63 8.68 10.78 22.21 5.56 37.04 3.19
Yield(%) 0.27 1.52 1.77 1.61 1.42 0.94 0.71 0.52 1.25 1.51 1.70 1.35 1.39 1.37 0.38
Data as of 06/12/2026, Common starting date is 09/27/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AVUS (Avantis® U.S. Equity ETF) 7.05%
Apr 2021 – Apr 2024
11.38%
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
AVUS (Avantis® U.S. Equity ETF) 23.57%
May 2023 – May 2026
19.35%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return