Performance analysis of AVLV (AVANTIS U.S. LARGE CAP VALUE ETF)
Annual Return
Over the past 3 years, AVLV has had an average annual return of +20.95%, outperforming the benchmark SPY, which returned +19.63% annual.
Since Sep 23, 2021, AVLV has had an average annual return of +14.79%, outperforming the benchmark SPY, which returned +12.96% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +22.46% | +15.12% | +17.49% | +17.43% | -5.52% | +5.92% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.86% | +3.47% | -3.51% | +7.39% | +4.29% | +1.35% | +1.12% | +22.46% | |||||
| 2025 | +4.22% | -1.21% | -4.77% | -4.15% | +5.09% | +4.28% | +1.70% | +3.26% | +1.13% | +0.59% | +2.71% | +1.87% | +15.12% |
| 2024 | +0.38% | +5.54% | +5.38% | -5.08% | +3.77% | -0.32% | +2.69% | +0.93% | +1.50% | +0.12% | +8.06% | -5.83% | +17.49% |
| 2023 | +7.03% | -3.11% | -1.23% | +0.21% | -3.38% | +8.31% | +5.04% | -2.48% | -3.18% | -3.72% | +7.30% | +6.70% | +17.43% |
| 2022 | -2.96% | -0.86% | +4.06% | -5.93% | +3.34% | -11.85% | +8.11% | -1.85% | -8.69% | +12.97% | +6.66% | -5.67% | -5.52% |
| 2021 | -2.71% | +6.35% | -1.18% | +3.59% | +5.92% |
Drawdown analysis of AVLV (AVANTIS U.S. LARGE CAP VALUE ETF)
The maximum drawdown for the AVLV was -19.50%, occurring on Apr 8, 2025. Recovery took 74 trading sessions.
Since Sep 23, 2021 AVLV has experienced the following drawdowns:
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.50% | Nov 29, 2024 | 87 | Apr 8, 2025 | 74 | Jul 25, 2025 | 161 |
| -19.33% | Mar 29, 2022 | 124 | Sep 26, 2022 | 89 | Feb 2, 2023 | 213 |
| -10.74% | Feb 7, 2023 | 27 | Mar 17, 2023 | 79 | Jul 12, 2023 | 106 |
| -10.45% | Jul 31, 2023 | 63 | Oct 27, 2023 | 32 | Dec 13, 2023 | 95 |
| -8.48% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -8.39% | Jan 4, 2022 | 34 | Feb 23, 2022 | 22 | Mar 25, 2022 | 56 |
| -6.39% | Feb 20, 2026 | 26 | Mar 30, 2026 | 10 | Apr 14, 2026 | 36 |
| -5.48% | Mar 28, 2024 | 23 | May 1, 2024 | 49 | Jul 12, 2024 | 72 |
| -4.99% | Nov 23, 2021 | 5 | Dec 1, 2021 | 22 | Jan 3, 2022 | 27 |
| -4.22% | Nov 12, 2025 | 6 | Nov 20, 2025 | 4 | Nov 26, 2025 | 10 |
| -3.51% | Oct 3, 2025 | 5 | Oct 10, 2025 | 10 | Oct 24, 2025 | 15 |
| -3.17% | Sep 27, 2021 | 5 | Oct 4, 2021 | 9 | Oct 15, 2021 | 14 |
| -2.96% | Jul 25, 2025 | 5 | Aug 1, 2025 | 7 | Aug 12, 2025 | 12 |
| -2.78% | Dec 27, 2023 | 13 | Jan 17, 2024 | 6 | Jan 25, 2024 | 19 |
| -2.32% | Dec 11, 2025 | 4 | Dec 17, 2025 | 5 | Dec 24, 2025 | 9 |
| -2.17% | Jun 4, 2026 | 4 | Jun 10, 2026 | 2 | Jun 12, 2026 | 6 |
| -2.13% | Oct 18, 2024 | 9 | Oct 31, 2024 | 4 | Nov 6, 2024 | 13 |
| -2.03% | Oct 27, 2025 | 6 | Nov 4, 2025 | 5 | Nov 11, 2025 | 11 |
| -1.81% | Jun 15, 2026 | 2 | Jun 17, 2026 | 22 | Jul 21, 2026 | 24 |
| -1.72% | Feb 12, 2024 | 1 | Feb 13, 2024 | 2 | Feb 15, 2024 | 3 |
| -1.68% | Jan 30, 2024 | 1 | Jan 31, 2024 | 5 | Feb 7, 2024 | 6 |
| -1.60% | Oct 25, 2021 | 2 | Oct 27, 2021 | 3 | Nov 1, 2021 | 5 |
| -1.57% | Jan 15, 2026 | 2 | Jan 20, 2026 | 1 | Jan 21, 2026 | 3 |
| -1.55% | Nov 11, 2024 | 4 | Nov 15, 2024 | 5 | Nov 22, 2024 | 9 |
| -1.54% | Dec 19, 2023 | 1 | Dec 20, 2023 | 3 | Dec 26, 2023 | 4 |