Summary
AVEE
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 28.09% Volatility 17.34% Sharpe 1.06
Official loaded data — not a live quote.

AVANTIS EMERGING MARKETS SMALL CAP EQUITY ETF

Symbol: AVEE

Exchange: NYSE

Sector: Technology

Category: Diversified Emerging Mkts

Inception date: 07/11/2023

Latest date: 02/06/2026

Current price: $71.90

Expense ratio: 0.42%

Assets under management
$116.0M
1.18% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

2.14%

Ann. -49.07% (Sharpe / Sortino numerator)

Volatility

28.38%

Sharpe ratio

-1.857

VaR 95%

-2.98%

CVaR 95%: -3.51%
Max drawdown: -4.70%
Sortino ratio: -2.810
Calmar ratio: -10.44

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

6.51%

Ann. 1.43% (Sharpe / Sortino numerator)

Volatility

19.91%

Sharpe ratio

-0.110

VaR 95%

-2.15%

CVaR 95%: -2.94%
Max drawdown: -10.65%
Sortino ratio: -0.142
Calmar ratio: 0.13

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

15.80%

Ann. 1.00% (Sharpe / Sortino numerator)

Volatility

16.99%

Sharpe ratio

-0.155

VaR 95%

-1.78%

CVaR 95%: -2.64%
Max drawdown: -10.65%
Sortino ratio: -0.198
Calmar ratio: 0.09

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

28.09%

Ann. 21.95% (Sharpe / Sortino numerator)

Volatility

17.34%

Sharpe ratio

1.056

VaR 95%

-1.69%

CVaR 95%: -2.72%
Max drawdown: -10.86%
Sortino ratio: 1.295
Calmar ratio: 2.02

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

36.57%

Ann. 11.89% (Sharpe / Sortino numerator)

Volatility

16.45%

Sharpe ratio

0.502

VaR 95%

-1.68%

CVaR 95%: -2.50%
Max drawdown: -20.21%
Sortino ratio: 0.646
Calmar ratio: 0.59

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

52.38%

Ann. 19.22% (Sharpe / Sortino numerator)

Volatility

16.83%

Sharpe ratio

0.929

VaR 95%

-1.64%

CVaR 95%: -2.40%
Max drawdown: -20.21%
Sortino ratio: 1.282
Calmar ratio: 0.95

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 02/06/2025 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.104%

Best day

4.804%

08/04/2026
Worst day

-3.924%

03/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $71.06 $71.90 $71.06 $71.90 16,400
01/06/2026 $71.27 $72.22 $71.27 $72.10 22,900
29/05/2026 $71.57 $71.64 $71.38 $71.38 8,000
28/05/2026 $71.02 $71.76 $71.02 $71.70 3,500
27/05/2026 $71.82 $71.82 $71.35 $71.44 8,000
26/05/2026 $72.37 $72.59 $72.20 $72.59 20,600
22/05/2026 $70.69 $70.72 $70.45 $70.50 11,300
21/05/2026 $69.29 $69.96 $69.19 $69.79 9,100
20/05/2026 $68.50 $69.36 $68.28 $69.36 18,600
19/05/2026 $68.35 $68.69 $68.02 $68.54 4,300