Summary
AVEE
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 11.68% 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: 16/07/2026

Current price: $66.80

Expense ratio: 0.42%

Assets under management
$120.9M
-0.21% 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

-6.14%

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

-2.68%

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

4.90%

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

11.68%

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

23.24%

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

42.62%

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: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.051%

Best day

4.804%

08/04/2026
Worst day

-4.752%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $66.94 $67.02 $66.59 $66.80 11,900
15/07/2026 $67.52 $67.67 $66.99 $67.48 16,300
14/07/2026 $67.18 $67.47 $67.07 $67.39 7,800
13/07/2026 $67.67 $67.85 $67.13 $67.21 8,000
10/07/2026 $68.54 $68.90 $68.54 $68.85 16,400
09/07/2026 $67.94 $68.20 $67.78 $68.09 5,000
08/07/2026 $67.10 $67.52 $66.64 $67.52 15,700
07/07/2026 $68.21 $68.22 $67.46 $67.72 6,800
06/07/2026 $69.37 $69.54 $69.37 $69.46 9,700
02/07/2026 $69.19 $69.26 $67.86 $68.46 29,800