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AVMV Avantis U.s. Mid Cap Value ETF

Over the last 3 years (2023-112026-09), $10,000 invested in AVMV with dividends reinvested grew to $16,09617.73% a year — with a worst peak-to-trough fall of -15.85%. Past performance doesn't predict future results.

Growth of $10,000 · 2023-112026-09 · dividends reinvested

CAGR (annualized return)
17.73%
Volatility (annualized)
14.77%
Worst drawdown
-15.85%
Sharpe ratio
1.07

About AVMV

Avantis U.S. Mid Cap Value ETF is an actively managed exchange-traded fund focused on U.S. mid-cap value stocks. It seeks long-term capital appreciation by investing primarily in a diversified portfolio of companies with lower valuations and stronger profitability characteristics within the mid-cap universe. The fund uses a fundamentals-driven approach to select holdings across multiple sectors and industry groups, aiming to capture the characteristics associated with value investing while maintaining broad exposure to the U.S. equity market. Avantis U.S. Mid Cap Value ETF is designed for investors seeking a mid-cap allocation with an emphasis on value-oriented businesses and portfolio diversification across the core segments of the U.S. stock market.

Put AVMV 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.

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