Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVLV (Avantis U.S. Large Cap Value ETF) | 18.32% | 34.53% | 21.75% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/23/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVLV (Avantis U.S. Large Cap Value ETF) | 09/23/2021 | 06/10/2026 |
| 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 (%) | -1.92 | 34.53 | 21.75 | NA | NA | NA | NA | … | … | 18.32 | 15.12 | 17.49 | 17.43 | -5.53 | 5.92 |
| Sharpe Ratio | NA | 2.57 | 1.25 | NA | NA | NA | NA | … | … | 3.29 | 0.66 | 1.09 | 0.94 | -0.30 | 1.61 |
| Standard Deviation(%) | NA | 12.40 | 15.04 | NA | NA | NA | NA | … | … | 13.37 | 18.68 | 12.73 | 14.78 | 23.55 | 14.50 |
| Draw Down(%) | NA | 6.39 | 19.50 | NA | NA | NA | NA | … | … | 6.39 | 18.95 | 8.47 | 10.75 | 19.33 | 4.99 |
| Yield(%) | 0.31 | 1.86 | 2.16 | 1.87 | 0.94 | 0.62 | 0.47 | … | … | 0.67 | 1.51 | 1.83 | 2.14 | 1.85 | 0.30 |
Data as of 06/10/2026, Common starting date is 09/23/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVLV (Avantis U.S. Large Cap Value ETF) |
8.47%
Mar 2022 – Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVLV (Avantis U.S. Large Cap Value ETF) |
24.15%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart