Nasdaq - Delayed Quote USD

Avantis U.S. Equity Institutional (AVUSX)

18.24
-0.33
(-1.78%)
At close: 8:09:09 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.60%
5y Average Return 16.45%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (May 20, 2025) 27.46%
Worst 1Y Total Return (May 20, 2025) --
Best 3Y Total Return 27.46%
Worst 3Y Total Return 7.65%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
AVUSX
Category
YTD
-6.12%
5.31%
1-Month
-1.81%
-4.19%
3-Month
-9.22%
3.90%
1-Year
7.51%
20.31%
3-Year
9.86%
6.48%
5-Year
15.43%
11.78%
10-Year
0.00%
10.96%
Last Bull Market
19.78%
25.56%
Last Bear Market
-15.53%
-15.11%

Annual Total Return (%) History

Year
AVUSX
Category
2025
--
--
2024
20.03%
--
2023
21.45%
22.32%
2022
-14.41%
-16.96%
2021
27.46%
26.07%
2020
18.64%
15.83%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -4.39% -- -- --
2024 10.01% 0.93% 5.90% 2.08%
2023 4.54% 6.26% -2.29% 11.89%
2022 -3.96% -15.53% -3.76% 9.61%
2021 9.83% 7.46% -0.49% 8.53%
2020 -23.87% 22.63% 8.87% 16.73%

Rank in Category (By Total Return)

YTD 78
1-Month 86
3-Month 82
1-Year 76
3-Year 67
5-Year 29

Load Adjusted Returns

1-Year 7.51%
3-Year 9.86%
5-Year 15.43%
10-Year --

Performance & Risk

YTD Return 0.60%
5y Average Return 16.45%
Rank in Category (ytd) 78
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Avantis Investors
Net Assets 764.44M
YTD Return -6.12%
Yield 1.45%
Morningstar Rating
Inception Date Dec 04, 2019

Fund Summary

The fund invests primarily in a diverse group of U.S. companies across market sectors and industry groups. It may invest in companies of all market capitalizations. The fund seeks securities of companies that the manager expects to have higher returns by placing an enhanced emphasis on securities of companies with smaller market capitalizations and securities of companies with higher profitability and value characteristics. Under normal market conditions, the fund will invest at least 80% of its assets in equity securities of U.S. companies.

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