Summary
AVSU
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 35.22% 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: 15/03/2022

Latest date: 02/06/2026

Current price: $87.82

Expense ratio: 0.15%

Assets under management
$439.8M
0.34% daily change

Period performance

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

Adjusted return
--
--

Performance metrics

Period total return

7.22%

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

12.23%

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

16.59%

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

35.22%

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

47.67%

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

82.85%

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: 02/06/2025 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.124%

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
02/06/2026 $87.53 $87.90 $87.53 $87.82 5,300
01/06/2026 $87.00 $87.47 $86.87 $87.33 4,200
29/05/2026 $87.45 $87.45 $87.16 $87.21 3,800
28/05/2026 $86.56 $87.09 $86.36 $87.06 7,600
27/05/2026 $86.78 $86.93 $86.54 $86.68 10,700
26/05/2026 $86.18 $86.77 $86.18 $86.67 37,000
22/05/2026 $85.24 $85.80 $85.24 $85.57 7,200
21/05/2026 $84.38 $85.12 $84.38 $85.05 7,600
20/05/2026 $83.60 $84.70 $83.60 $84.70 7,400
19/05/2026 $83.52 $83.57 $83.22 $83.27 3,300