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AVUV Avantis U.s. Small Cap Value ETF

Over the last 7 years (2019-092026-07), $10,000 invested in AVUV with dividends reinvested grew to $27,86615.97% a year — with a worst peak-to-trough fall of -42.43%. Past performance doesn't predict future results.

Growth of $10,000 · 2019-092026-07 · dividends reinvested

CAGR (annualized return)
15.97%
Volatility (annualized)
25.54%
Worst drawdown
-42.43%
Sharpe ratio
0.65

About AVUV

The Avantis U.S. Small Cap Value Fund is a mutual fund designed to provide diversified exposure to small-cap value stocks in the United States. Its primary function is to deliver long-term capital appreciation by investing in a broad array of companies typically characterized by lower market capitalizations and valuations that are deemed to be below their intrinsic merits based on factors such as earnings, revenues, or assets. This fund seeks to capitalize on opportunities within the small-cap segment, traditionally considered one of the more volatile yet rewarding areas of the equity market due to its potential for growth and undervaluation. By focusing on value-oriented small-cap companies, the Avantis U.S. Small Cap Value Fund plays a significant role in the investment strategies of those looking to diversify their portfolios beyond large-cap and growth stocks. It typically targets industries where companies exhibit resilient business models and strong fundamentals, contributing to the broader market by offering investors access to a segment often underrepresented in major indices. As such, it provides a gateway for institutional and individual investors to tap into the growth and potential returns of the domestic small-cap market.

Put AVUV 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.

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