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Avantis U.S. Equity Institutional (AVUSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.27-0.02 (-0.12%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.98%
5-year average return0.00%
Number of years up3
Number of years down1
Best 1-yr total return (17 Jun 2024)27.46%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return27.46%
Worst 3-yr total return8.98%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAVUSXCategory
YTD9.56%5.31%
1-month4.53%-4.19%
3-month3.71%3.90%
1-year28.71%20.31%
3-year7.64%6.48%
5-year0.00%11.78%
10-year0.00%10.96%
Last bull market26.87%25.56%
Last bear market-15.53%-15.11%

Annual total return (%) history

Year
AVUSXCategory
2024
N/AN/A
2023
21.45%22.32%
2022
-14.41%-16.96%
2021
27.46%26.07%
2020
18.64%15.83%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.01%N/AN/AN/A
20234.54%6.26%-2.29%11.89%
2022-3.96%-15.53%-3.76%9.61%
20219.83%7.46%-0.49%8.53%
2020-23.87%22.63%8.87%16.73%

Rank in category (by total return)

YTD63
1-month53
3-month40
1-year28
3-year61
5-yearN/A

Load adjusted returns

1-year28.71%
3-year7.64%
5-yearN/A
10-yearN/A