Summary
AVSE
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 54.84% Volatility 19.75% Sharpe 1.46
Official loaded data — not a live quote.

AVANTIS RESPONSIBLE EMERGING MARKETS EQUITY ETF

Symbol: AVSE

Exchange: NYSE

Sector: Technology

Category: Diversified Emerging Mkts

Inception date: 28/03/2022

Latest date: 02/06/2026

Current price: $83.61

Expense ratio: 0.33%

Assets under management
$200.9M
0.48% 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

11.36%

Ann. -61.23% (Sharpe / Sortino numerator)

Volatility

33.27%

Sharpe ratio

-1.950

VaR 95%

-3.53%

CVaR 95%: -4.13%
Max drawdown: -7.70%
Sortino ratio: -2.878
Calmar ratio: -7.96

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

14.87%

Ann. 1.51% (Sharpe / Sortino numerator)

Volatility

24.05%

Sharpe ratio

-0.088

VaR 95%

-2.99%

CVaR 95%: -3.63%
Max drawdown: -14.16%
Sortino ratio: -0.117
Calmar ratio: 0.11

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

30.68%

Ann. 11.73% (Sharpe / Sortino numerator)

Volatility

20.42%

Sharpe ratio

0.397

VaR 95%

-1.95%

CVaR 95%: -3.18%
Max drawdown: -14.16%
Sortino ratio: 0.515
Calmar ratio: 0.83

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

54.84%

Ann. 32.52% (Sharpe / Sortino numerator)

Volatility

19.75%

Sharpe ratio

1.463

VaR 95%

-1.69%

CVaR 95%: -3.01%
Max drawdown: -14.16%
Sortino ratio: 1.837
Calmar ratio: 2.30

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

72.27%

Ann. 19.82% (Sharpe / Sortino numerator)

Volatility

17.90%

Sharpe ratio

0.904

VaR 95%

-1.71%

CVaR 95%: -2.61%
Max drawdown: -17.68%
Sortino ratio: 1.220
Calmar ratio: 1.12

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

100.69%

Ann. 17.79% (Sharpe / Sortino numerator)

Volatility

16.64%

Sharpe ratio

0.851

VaR 95%

-1.62%

CVaR 95%: -2.37%
Max drawdown: -17.68%
Sortino ratio: 1.197
Calmar ratio: 1.01

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

0.182%

Best day

5.506%

08/04/2026
Worst day

-4.587%

03/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $83.21 $83.61 $83.17 $83.61 8,600
01/06/2026 $81.98 $83.36 $81.98 $83.07 11,000
29/05/2026 $81.56 $81.65 $81.23 $81.48 7,900
28/05/2026 $80.22 $81.39 $79.78 $81.32 17,300
27/05/2026 $81.45 $81.45 $80.41 $80.75 5,400
26/05/2026 $80.39 $81.02 $80.39 $81.01 14,600
22/05/2026 $78.03 $78.22 $77.70 $77.79 15,800
21/05/2026 $77.01 $77.85 $76.94 $77.75 4,600
20/05/2026 $75.91 $76.89 $75.88 $76.83 10,000
19/05/2026 $75.07 $76.04 $74.73 $75.37 16,800