Avantis® U.S. Small Cap Value Instl (AVUVX)

14.32 +0.25 (+1.78%) USD  |  May 23 2022

AVUVX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of May 23, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Avantis® U.S. Small Cap Value Instl
--
--
--
--
--
--
--
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10.64%
40.17%
-6.04%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-16.13%
Vanguard Russell 2000 Value Index I
17.84%
34.43%
4.21%
-7.47%
31.70%
7.91%
-12.83%
22.40%
4.84%
28.20%
-11.99%
Hotchkis & Wiley Sm Cp Divers Val I
--
--
--
-9.03%
34.02%
13.75%
-14.33%
21.66%
1.25%
35.28%
-7.58%
DFA US Small Cap Value I
21.72%
42.38%
3.48%
-7.81%
28.26%
7.21%
-15.13%
18.12%
2.23%
39.84%
-6.32%
JPMorgan Small Cap Value I
20.51%
36.44%
4.29%
-7.58%
30.14%
3.16%
-14.04%
19.08%
6.14%
32.63%
-11.94%
As of May 23, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Avantis® U.S. Small Cap Value Instl
-3.76%
-2.05%
-9.01%
-1.05%
--
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--
--
--
18.78%
S&P 500 Total Return
-6.83%
-5.59%
-14.66%
-3.01%
13.98%
12.63%
13.88%
8.80%
8.78%
10.01%
Vanguard Russell 2000 Value Index I
-5.79%
-4.07%
-14.36%
-9.43%
9.72%
6.70%
10.25%
--
--
9.85%
Hotchkis & Wiley Sm Cp Divers Val I
-3.87%
-4.59%
-9.32%
-4.98%
11.96%
8.37%
--
--
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8.32%
DFA US Small Cap Value I
-3.24%
-2.06%
-8.21%
-2.10%
14.27%
8.20%
11.35%
6.52%
9.14%
11.16%
JPMorgan Small Cap Value I
-5.89%
-4.41%
-13.80%
-8.10%
11.02%
6.55%
10.02%
6.22%
7.75%
10.23%
As of May 23, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of April 30, 2022