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AVLV Avantis U.s. Large Cap Value ETF

Over the last 5 years (2021-092026-07), $10,000 invested in AVLV with dividends reinvested grew to $19,43614.47% a year — with a worst peak-to-trough fall of -16.99%. Past performance doesn't predict future results.

Growth of $10,000 · 2021-092026-07 · dividends reinvested

CAGR (annualized return)
14.47%
Volatility (annualized)
16.73%
Worst drawdown
-16.99%
Sharpe ratio
0.80

About AVLV

The Avantis U.S. Large Cap Value Fund is a mutual fund designed to provide investors with exposure to a diversified portfolio of large-cap U.S. companies perceived to be undervalued by the market. Primary for investors seeking long-term capital appreciation, this fund focuses on stocks that display a potential for growth due to their robust fundamentals and attractive valuations. The fund employs a systematic approach in selecting securities, leveraging a combination of quantitative and qualitative research tools to identify and invest in companies with strong financial health and potential for stable cash flows. Operating chiefly within traditional sectors such as finance, manufacturing, and consumer goods, the fund aims to capitalize on broader market trends by seeking out financially sound companies. The Avantis U.S. Large Cap Value Fund plays an important role in providing investors with the opportunity to benefit from the value investing strategy within the large-cap segment, thus contributing to the diversification and risk management of a well-balanced investment portfolio.

Put AVLV to the test

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Educational use only — not investment advice. Results are hypothetical.Read full disclaimer

This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.

AVLV — Avantis U.s. Large Cap Value ETF: returns, risk & backtest · Informed Portfolio