Performance analysis of AVMA (AVANTIS MODERATE ALLOCATION ETF)
Annual Return
Over the past 3 years, AVMA has had an average annual return of +14.42%, underperforming the benchmark SPY, which returned +19.63% annual.
Since Jun 29, 2023, AVMA has had an average annual return of +15.11%, underperforming the benchmark SPY, which returned +20.56% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.78% | +16.70% | +10.02% | +8.20% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.50% | +2.59% | -4.19% | +6.06% | +2.44% | +0.48% | -0.25% | +10.78% | |||||
| 2025 | +2.47% | -0.32% | -2.30% | -0.34% | +3.87% | +3.55% | +0.83% | +3.02% | +1.90% | +0.87% | +1.15% | +1.01% | +16.70% |
| 2024 | -0.62% | +2.67% | +3.07% | -3.24% | +3.29% | +0.22% | +2.87% | +1.28% | +1.75% | -1.80% | +4.03% | -3.56% | +10.02% |
| 2023 | +0.70% | +3.30% | -2.10% | -2.98% | -2.80% | +6.74% | +5.55% | +8.20% |
Drawdown analysis of AVMA (AVANTIS MODERATE ALLOCATION ETF)
The maximum drawdown for the AVMA was -11.81%, occurring on Apr 8, 2025. Recovery took 38 trading sessions.
The current AVMA drawdown is -0.61%.
Since Jun 29, 2023 AVMA has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -11.81% | Dec 4, 2024 | 84 | Apr 8, 2025 | 38 | Jun 3, 2025 | 122 |
| -8.51% | Jul 31, 2023 | 63 | Oct 27, 2023 | 32 | Dec 13, 2023 | 95 |
| -6.40% | Feb 25, 2026 | 23 | Mar 30, 2026 | 13 | Apr 17, 2026 | 36 |
| -5.18% | Jul 16, 2024 | 14 | Aug 5, 2024 | 14 | Aug 23, 2024 | 28 |
| -4.07% | Mar 28, 2024 | 14 | Apr 18, 2024 | 19 | May 15, 2024 | 33 |
| -3.21% | Oct 27, 2025 | 18 | Nov 20, 2025 | 4 | Nov 26, 2025 | 22 |
| -2.77% | Dec 27, 2023 | 13 | Jan 17, 2024 | 17 | Feb 9, 2024 | 30 |
| -2.61% | Aug 30, 2024 | 4 | Sep 6, 2024 | 6 | Sep 16, 2024 | 10 |
| -2.30% | Jun 2, 2026 | 6 | Jun 10, 2026 | 3 | Jun 15, 2026 | 9 |
| -2.25% | Oct 6, 2025 | 4 | Oct 10, 2025 | 6 | Oct 20, 2025 | 10 |
| -2.19% | Oct 18, 2024 | 10 | Nov 1, 2024 | 3 | Nov 6, 2024 | 13 |
| -1.84% | Jul 23, 2025 | 7 | Aug 1, 2025 | 7 | Aug 12, 2025 | 14 |
| -1.83% | May 20, 2024 | 6 | May 29, 2024 | 24 | Jul 3, 2024 | 30 |
| -1.72% | Nov 11, 2024 | 4 | Nov 15, 2024 | 6 | Nov 25, 2024 | 10 |
| -1.65% | Jul 3, 2023 | 2 | Jul 6, 2023 | 4 | Jul 12, 2023 | 6 |
| -1.62% | Feb 12, 2024 | 1 | Feb 13, 2024 | 2 | Feb 15, 2024 | 3 |
| -1.53% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -1.44% | Dec 11, 2025 | 4 | Dec 17, 2025 | 4 | Dec 23, 2025 | 8 |
| -1.38% | Jun 15, 2026 | 23 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -1.15% | Jan 15, 2026 | 2 | Jan 20, 2026 | 2 | Jan 22, 2026 | 4 |
| -1.06% | Jul 10, 2025 | 3 | Jul 15, 2025 | 5 | Jul 22, 2025 | 8 |
| -0.94% | Apr 17, 2026 | 8 | Apr 29, 2026 | 1 | Apr 30, 2026 | 9 |
| -0.91% | Jun 12, 2025 | 5 | Jun 20, 2025 | 2 | Jun 24, 2025 | 7 |
| -0.89% | Sep 22, 2025 | 3 | Sep 25, 2025 | 4 | Oct 1, 2025 | 7 |
| -0.88% | Feb 11, 2026 | 1 | Feb 12, 2026 | 5 | Feb 20, 2026 | 6 |