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Avantis U.S. Equity Institutional (AVUSX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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16.29
-0.04
(-0.24%)
At close: 08:01PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
4.81%
5-year average return
0.00%
Number of years up
3
Number of years down
1
Best 1-yr total return (29 Apr 2024)
27.46%
Worst 1-yr total return (29 Apr 2024)
N/A
Best 3-yr total return
27.46%
Worst 3-yr total return
8.98%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
AVUSX
Category
YTD
10.01%
14.84%
1-month
4.13%
1.65%
3-month
10.01%
7.55%
1-year
27.81%
40.47%
3-year
9.89%
16.77%
5-year
0.00%
16.15%
10-year
0.00%
13.21%
Last bull market
44.24%
24.09%
Last bear market
-15.53%
-17.61%
Annual total return (%) history
Year
AVUSX
Category
2024
N/A
N/A
2023
21.45%
N/A
2022
-14.41%
N/A
2021
27.46%
N/A
2020
18.64%
15.83%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
10.01%
N/A
N/A
N/A
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
60
1-month
16
3-month
60
1-year
57
3-year
57
5-year
N/A
Load adjusted returns
1-year
27.81%
3-year
9.89%
5-year
N/A
10-year
N/A
Data disclaimer
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