Summary
AVGE
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 35.29% Volatility 17.18% Sharpe 1.25
Official loaded data — not a live quote.

AVANTIS ALL EQUITY MARKETS ETF

Symbol: AVGE

Exchange: NYSE

Sector: Technology

Category: Global Large-Stock Blend

Inception date: 27/09/2022

Latest date: 02/06/2026

Current price: $99.69

Expense ratio: 0.23%

Assets under management
$924.4M
1.10% 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

4.98%

Ann. -39.47% (Sharpe / Sortino numerator)

Volatility

19.82%

Sharpe ratio

-2.174

VaR 95%

-1.89%

CVaR 95%: -1.93%
Max drawdown: -6.48%
Sortino ratio: -3.990
Calmar ratio: -6.09

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

7.54%

Ann. 8.45% (Sharpe / Sortino numerator)

Volatility

15.48%

Sharpe ratio

0.311

VaR 95%

-1.64%

CVaR 95%: -1.79%
Max drawdown: -8.60%
Sortino ratio: 0.471
Calmar ratio: 0.98

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

18.19%

Ann. 13.88% (Sharpe / Sortino numerator)

Volatility

13.99%

Sharpe ratio

0.733

VaR 95%

-1.45%

CVaR 95%: -1.82%
Max drawdown: -8.60%
Sortino ratio: 1.043
Calmar ratio: 1.61

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

35.29%

Ann. 25.19% (Sharpe / Sortino numerator)

Volatility

17.18%

Sharpe ratio

1.254

VaR 95%

-1.44%

CVaR 95%: -2.40%
Max drawdown: -8.60%
Sortino ratio: 1.540
Calmar ratio: 2.93

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

48.19%

Ann. 15.38% (Sharpe / Sortino numerator)

Volatility

15.30%

Sharpe ratio

0.768

VaR 95%

-1.45%

CVaR 95%: -2.22%
Max drawdown: -17.13%
Sortino ratio: 0.984
Calmar ratio: 0.90

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

80.56%

Ann. 17.59% (Sharpe / Sortino numerator)

Volatility

14.39%

Sharpe ratio

0.970

VaR 95%

-1.42%

CVaR 95%: -2.01%
Max drawdown: -17.13%
Sortino ratio: 1.327
Calmar ratio: 1.03

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

0.124%

Best day

2.983%

08/04/2026
Worst day

-2.654%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $98.61 $99.74 $98.61 $99.69 54,500
01/06/2026 $99.22 $99.31 $98.56 $99.11 95,800
29/05/2026 $99.25 $99.30 $98.88 $99.05 53,700
28/05/2026 $98.93 $99.26 $98.27 $99.08 55,700
27/05/2026 $99.06 $99.10 $98.69 $98.91 66,800
26/05/2026 $98.29 $99.14 $98.29 $99.06 60,700
22/05/2026 $97.69 $98.01 $97.47 $97.73 50,300
21/05/2026 $97.01 $97.55 $96.32 $97.37 53,800
20/05/2026 $96.39 $97.05 $95.95 $96.93 33,700
19/05/2026 $96.14 $96.25 $95.34 $95.76 21,300