Summary
AVUS
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 27.24% 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: 16/07/2026

Current price: $128.13

Expense ratio: 0.15%

Assets under management
$13.8B
0.03% 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

0.27%

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

7.98%

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

11.97%

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

27.24%

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

38.84%

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

73.50%

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: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.099%

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
16/07/2026 $128.09 $128.76 $127.69 $128.13 321,600
15/07/2026 $128.64 $128.70 $127.79 $128.51 331,900
14/07/2026 $128.29 $128.57 $127.96 $128.28 323,400
13/07/2026 $128.20 $128.47 $127.60 $127.79 244,000
10/07/2026 $128.10 $128.63 $127.53 $128.51 235,400
09/07/2026 $127.43 $128.16 $127.22 $127.94 362,100
08/07/2026 $126.64 $126.91 $125.86 $126.82 309,000
07/07/2026 $127.75 $127.80 $126.78 $127.25 346,500
06/07/2026 $127.66 $128.11 $127.59 $127.93 326,800
02/07/2026 $127.99 $128.50 $126.20 $127.09 316,800