Summary
AVSU
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 28.74% Volatility 19.05% Sharpe 0.82
Official loaded data — not a live quote.

AVANTIS RESPONSIBLE U.S. EQUITY ETF

Symbol: AVSU

Exchange: NYSE

Sector: Technology

Category: Large Blend

Inception date: N/A

Latest date: 16/07/2026

Current price: $88.06

Expense ratio: 0.15%

Assets under management
N/A
-0.43% 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

0.38%

Ann. -39.80% (Sharpe / Sortino numerator)

Volatility

20.11%

Sharpe ratio

-2.160

VaR 95%

-1.87%

CVaR 95%: -1.89%
Max drawdown: -8.05%
Sortino ratio: -3.722
Calmar ratio: -4.94

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

10.03%

Ann. -10.23% (Sharpe / Sortino numerator)

Volatility

15.92%

Sharpe ratio

-0.871

VaR 95%

-1.85%

CVaR 95%: -1.90%
Max drawdown: -10.25%
Sortino ratio: -1.369
Calmar ratio: -1.00

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

12.76%

Ann. 2.65% (Sharpe / Sortino numerator)

Volatility

14.66%

Sharpe ratio

-0.067

VaR 95%

-1.69%

CVaR 95%: -1.97%
Max drawdown: -10.25%
Sortino ratio: -0.100
Calmar ratio: 0.26

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

28.74%

Ann. 19.19% (Sharpe / Sortino numerator)

Volatility

19.05%

Sharpe ratio

0.817

VaR 95%

-1.71%

CVaR 95%: -2.70%
Max drawdown: -10.25%
Sortino ratio: 1.053
Calmar ratio: 1.87

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

38.88%

Ann. 12.33% (Sharpe / Sortino numerator)

Volatility

17.00%

Sharpe ratio

0.512

VaR 95%

-1.68%

CVaR 95%: -2.45%
Max drawdown: -20.16%
Sortino ratio: 0.674
Calmar ratio: 0.61

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

73.18%

Ann. 17.04% (Sharpe / Sortino numerator)

Volatility

15.63%

Sharpe ratio

0.858

VaR 95%

-1.50%

CVaR 95%: -2.20%
Max drawdown: -20.16%
Sortino ratio: 1.182
Calmar ratio: 0.85

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

0.105%

Best day

3.389%

08/04/2026
Worst day

-2.763%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $88.44 $88.44 $87.73 $88.06 5,900
15/07/2026 $88.18 $88.46 $88.15 $88.33 8,200
14/07/2026 $87.91 $88.23 $87.87 $88.17 7,300
13/07/2026 $88.10 $88.22 $87.52 $87.69 8,500
10/07/2026 $88.12 $88.49 $88.12 $88.44 7,100
09/07/2026 $87.33 $88.19 $87.33 $87.96 7,400
08/07/2026 $86.94 $86.98 $86.46 $86.98 3,800
07/07/2026 $88.03 $88.03 $87.16 $87.30 7,500
06/07/2026 $87.82 $88.22 $87.81 $88.08 11,900
02/07/2026 $88.52 $88.52 $86.94 $87.53 8,500