Performance analysis of AVIE (AVANTIS INFLATION FOCUSED EQUITY ETF)
Annual Return
Over the past 3 years, AVIE has had an average annual return of +12.74%, underperforming the benchmark SPY, which returned +19.63% annual.
Since Sep 29, 2022, AVIE has had an average annual return of +14.32%, underperforming the benchmark SPY, which returned +22.50% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +17.83% | +11.38% | +6.16% | +4.22% | +14.71% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.82% | +7.30% | -1.99% | +1.82% | -1.24% | +1.75% | +3.49% | +17.83% | |||||
| 2025 | +3.14% | +3.28% | +1.04% | -5.31% | -1.07% | +1.62% | -2.02% | +4.75% | +1% | -0.28% | +5.48% | -0.29% | +11.38% |
| 2024 | +1.36% | +2.86% | +5.50% | -3.17% | +2.34% | -0.48% | +3.74% | +2.26% | -1.66% | -2.59% | +4.81% | -8.12% | +6.16% |
| 2023 | +1.39% | -3.81% | -0.76% | +2.24% | -6.09% | +5.95% | +4.27% | +0.28% | -1.09% | -2.29% | +3.11% | +1.59% | +4.22% |
| 2022 | -1.05% | +14.95% | +4.06% | -3.08% | +14.71% |
Drawdown analysis of AVIE (AVANTIS INFLATION FOCUSED EQUITY ETF)
The maximum drawdown for the AVIE was -12.39%, occurring on Apr 8, 2025. Recovery took 150 trading sessions.
Since Sep 29, 2022 AVIE has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -12.39% | Nov 29, 2024 | 87 | Apr 8, 2025 | 150 | Nov 11, 2025 | 237 |
| -11.29% | Dec 2, 2022 | 71 | Mar 17, 2023 | 99 | Aug 9, 2023 | 170 |
| -6.52% | Sep 14, 2023 | 31 | Oct 27, 2023 | 44 | Jan 2, 2024 | 75 |
| -4.97% | Mar 2, 2026 | 14 | Mar 20, 2026 | 40 | May 18, 2026 | 54 |
| -4.77% | Jul 17, 2024 | 13 | Aug 5, 2024 | 14 | Aug 23, 2024 | 27 |
| -4.46% | Aug 30, 2024 | 44 | Nov 1, 2024 | 18 | Nov 27, 2024 | 62 |
| -3.83% | Mar 28, 2024 | 13 | Apr 17, 2024 | 22 | May 17, 2024 | 35 |
| -3.74% | May 17, 2024 | 19 | Jun 14, 2024 | 19 | Jul 15, 2024 | 38 |
| -2.99% | Jun 12, 2026 | 4 | Jun 18, 2026 | 9 | Jul 2, 2026 | 13 |
| -2.61% | Nov 8, 2022 | 1 | Nov 9, 2022 | 4 | Nov 15, 2022 | 5 |
| -2.43% | Jan 3, 2024 | 10 | Jan 18, 2024 | 8 | Jan 30, 2024 | 18 |
| -2.30% | Oct 13, 2022 | 1 | Oct 14, 2022 | 3 | Oct 19, 2022 | 4 |
| -2.29% | Nov 28, 2025 | 6 | Dec 8, 2025 | 5 | Dec 15, 2025 | 11 |
| -2.25% | Oct 5, 2022 | 3 | Oct 10, 2022 | 3 | Oct 13, 2022 | 6 |
| -2.23% | Aug 11, 2023 | 9 | Aug 24, 2023 | 12 | Sep 12, 2023 | 21 |
| -2.21% | May 22, 2026 | 5 | Jun 1, 2026 | 9 | Jun 12, 2026 | 14 |
| -1.67% | Nov 1, 2022 | 1 | Nov 2, 2022 | 3 | Nov 7, 2022 | 4 |
| -1.48% | Nov 22, 2022 | 3 | Nov 28, 2022 | 2 | Nov 30, 2022 | 5 |
| -1.45% | Nov 14, 2025 | 4 | Nov 20, 2025 | 3 | Nov 25, 2025 | 7 |
| -1.42% | Dec 15, 2025 | 1 | Dec 16, 2025 | 6 | Dec 24, 2025 | 7 |
| -1.28% | Jul 7, 2026 | 6 | Jul 15, 2026 | 2 | Jul 17, 2026 | 8 |
| -1.06% | Feb 12, 2024 | 1 | Feb 13, 2024 | 2 | Feb 15, 2024 | 3 |
| -1.05% | Sep 29, 2022 | 1 | Sep 30, 2022 | 1 | Oct 3, 2022 | 2 |
| -1.00% | Feb 11, 2026 | 1 | Feb 12, 2026 | 6 | Feb 23, 2026 | 7 |
| -0.96% | Feb 23, 2024 | 7 | Mar 5, 2024 | 2 | Mar 7, 2024 | 9 |