Summary
AVUQ
Prices · period metrics · 12M
NAV as of 16/07/2026
30/05/2025 → 28/05/2026
Return 21.22% Volatility 15.36% Sharpe 1.90
Official loaded data — not a live quote.

AVANTIS U.S. QUALITY ETF

Symbol: AVUQ

Exchange: NASDAQ

Sector: Technology

Category: Large Growth

Inception date: 25/03/2025

Latest date: 16/07/2026

Current price: $66.25

Expense ratio: 0.15%

Assets under management
$268.6M
-0.20% 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

0.39%

Ann. 82.55% (Sharpe / Sortino numerator)

Volatility

12.59%

Sharpe ratio

6.268

VaR 95%

-0.92%

CVaR 95%: -1.10%
Max drawdown: -2.53%
Sortino ratio: 13.551
Calmar ratio: 32.68

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

5.93%

Ann. 58.76% (Sharpe / Sortino numerator)

Volatility

18.33%

Sharpe ratio

3.007

VaR 95%

-1.91%

CVaR 95%: -2.06%
Max drawdown: -8.66%
Sortino ratio: 5.209
Calmar ratio: 6.79

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

8.81%

Ann. 24.40% (Sharpe / Sortino numerator)

Volatility

16.47%

Sharpe ratio

1.261

VaR 95%

-1.68%

CVaR 95%: -2.06%
Max drawdown: -11.20%
Sortino ratio: 1.993
Calmar ratio: 2.18

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

21.22%

Ann. 32.77% (Sharpe / Sortino numerator)

Volatility

15.36%

Sharpe ratio

1.897

VaR 95%

-1.68%

CVaR 95%: -2.11%
Max drawdown: -11.61%
Sortino ratio: 2.762
Calmar ratio: 2.82

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

0.082%

Best day

3.692%

31/03/2026
Worst day

-3.144%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $66.38 $66.84 $66.03 $66.25 12,600
15/07/2026 $66.70 $66.96 $66.54 $66.93 11,500
14/07/2026 $66.73 $66.73 $66.11 $66.50 16,200
13/07/2026 $66.65 $66.65 $65.97 $66.02 14,400
10/07/2026 $66.12 $66.77 $66.12 $66.74 7,700
09/07/2026 $66.06 $66.38 $65.85 $66.36 4,700
08/07/2026 $65.28 $65.71 $64.90 $65.68 12,500
07/07/2026 $65.41 $65.58 $65.24 $65.52 14,000
06/07/2026 $65.94 $66.19 $65.94 $66.05 6,600
02/07/2026 $65.92 $66.24 $65.09 $65.44 28,500