Summary
AVUS
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 34.03% Volatility 18.72% Sharpe 0.92
Official loaded data — not a live quote.

AVANTIS U.S. EQUITY ETF

Symbol: AVUS

Exchange: NYSE

Sector: Technology

Category: Large Blend

Inception date: 24/09/2019

Latest date: 02/06/2026

Current price: $128.22

Expense ratio: 0.15%

Assets under management
$12.2B
0.50% 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

5.25%

Ann. -34.26% (Sharpe / Sortino numerator)

Volatility

17.97%

Sharpe ratio

-2.108

VaR 95%

-1.58%

CVaR 95%: -1.66%
Max drawdown: -6.69%
Sortino ratio: -3.794
Calmar ratio: -5.12

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

10.18%

Ann. -1.97% (Sharpe / Sortino numerator)

Volatility

14.55%

Sharpe ratio

-0.385

VaR 95%

-1.54%

CVaR 95%: -1.67%
Max drawdown: -8.01%
Sortino ratio: -0.597
Calmar ratio: -0.25

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

15.91%

Ann. 5.99% (Sharpe / Sortino numerator)

Volatility

13.80%

Sharpe ratio

0.171

VaR 95%

-1.54%

CVaR 95%: -1.81%
Max drawdown: -8.01%
Sortino ratio: 0.244
Calmar ratio: 0.75

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

34.03%

Ann. 20.85% (Sharpe / Sortino numerator)

Volatility

18.72%

Sharpe ratio

0.920

VaR 95%

-1.57%

CVaR 95%: -2.66%
Max drawdown: -8.01%
Sortino ratio: 1.135
Calmar ratio: 2.60

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

47.34%

Ann. 13.76% (Sharpe / Sortino numerator)

Volatility

16.65%

Sharpe ratio

0.609

VaR 95%

-1.59%

CVaR 95%: -2.43%
Max drawdown: -19.74%
Sortino ratio: 0.774
Calmar ratio: 0.70

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

83.61%

Ann. 17.97% (Sharpe / Sortino numerator)

Volatility

15.31%

Sharpe ratio

0.937

VaR 95%

-1.48%

CVaR 95%: -2.17%
Max drawdown: -19.74%
Sortino ratio: 1.252
Calmar ratio: 0.91

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

0.12%

Best day

2.83%

31/03/2026
Worst day

-2.78%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $127.58 $128.36 $127.51 $128.22 379,800
01/06/2026 $127.23 $127.89 $127.07 $127.63 425,300
29/05/2026 $127.56 $127.84 $127.28 $127.49 353,800
28/05/2026 $126.90 $127.59 $126.59 $127.39 260,100
27/05/2026 $127.17 $127.34 $126.73 $127.04 339,200
26/05/2026 $126.65 $127.25 $126.65 $127.01 284,300
22/05/2026 $125.71 $126.25 $125.58 $125.77 335,900
21/05/2026 $124.49 $125.52 $124.20 $125.19 282,700
20/05/2026 $123.83 $124.98 $123.65 $124.94 224,500
19/05/2026 $123.54 $124.12 $122.97 $123.47 201,300