Avantis Real Estate ETF (AVRE) Performance
AVRE total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +6.4% since Dec 31, 2025
- 1 year
- +3.8% total return
- 5 years
- +0.3% a year
- Since first price
- +1.5% a year since 2021
AVRE trailing returns vs SPY, QQQ, AGG
| Period | AVRE total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +1.1% | +1.1% | −1.0% | −5.0% | +0.9% |
| 3 months | −5.5% | −6.3% | +3.2% | +1.9% | −0.4% |
| 6 months | −2.3% | −3.9% | +7.8% | +8.4% | −1.5% |
| YTD | +6.4% | +4.5% | +12.3% | +15.1% | −1.0% |
| 1 year | +3.8% | +0.7% | +14.4% | +15.9% | −1.1% |
| 3 years | +41.7%+12.3%/yr | +27.0% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +1.7%+0.3%/yr | −13.7% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionSep 30, 2021 | +7.9%+1.5%/yr | −8.4% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: AVRE vs SPY
From Sep 30, 2021: AVRE grew to $10,790, SPY to $18,934.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
AVRE returns by calendar year
3 of 4 full years positive. Best 2023 (+9.1%), worst 2022 (−24.6%). 2026 is year to date.
AVRE annual returns table
| Year | AVRE | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +6.4% | −10.5% | +12.3% | +15.1% | −1.0% |
| 2025 | +8.3% | −12.0% | +17.7% | +20.8% | +7.2% |
| 2024 | +0.5% | −13.0% | +24.9% | +25.6% | +1.3% |
| 2023 | +9.1% | −20.7% | +26.2% | +54.9% | +5.7% |
| 2022 | −24.6% | −32.4% | −18.2% | −32.6% | −13.0% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
AVRE largest drawdowns
Now 7.1% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Dec 31, 2021 | −33.3% | Oct 25, 2023 | Jun 26, 2026 | 1.8 years | 4.5 years |
| Jul 24, 2026 | −10.5% | Oct 7, 2026 | not yet | 2 months | 3 months so far |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
AVRE risk statistics
| Statistic | 3 years | 5 years |
|---|---|---|
| Annualized return | +9.6% | +1.0% |
| Volatility (annualized) | 15.7% | 17.9% |
| Sharpe ratio | 0.39 | -0.06 |
| Sortino ratio | 0.60 | -0.08 |
| Best month | +11.2% | +11.2% |
| Worst month | −7.8% | −12.8% |
| Best 12 months | +30.6% | +30.6% |
| Worst 12 months | −1.9% | −24.6% |
| Positive months | 64% | 55% |
| Beta vs S&P 500 | 0.79 | 0.89 |
| Correlation with S&P 500 | 0.63 | 0.78 |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
AVRE rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 50 | −24.6% | +3.9% | +30.6% | 64% |
| 3-year (a year) | 26 | −6.1% | +4.6% | +11.8% | 73% |
| 5-year (a year) | 2 | +0.3% | +0.7% | +1.0% | 100% |
Every holding period starting at a month-end since 2021. Returns for 3 years and longer are annualized.
AVRE performance overview
Avantis Real Estate ETF (AVRE) returned +3.8% over the past year and +0.3% a year over five years, with distributions reinvested. Since its first recorded price in 2021 it has returned +1.5% a year, turning $10,000 into about $10,790. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −33.3%, from Dec 31, 2021 to Oct 25, 2023, and it took 2.7 years to get back to the old high. AVRE finished 3 of its 4 full calendar years with a gain; the best year was 2023 (+9.1%) and the worst 2022 (−24.6%). Volatility has been 17.9% a year.
Related: AVRE chart, AVRE holdings, AVRE dividends, AVRE valuation. See the AVRE overview for the latest quote and fund facts.
AVRE performance FAQ
What is the AVRE return over the past year?
AVRE returned +3.8% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 0.7%.
What is the average annual return of AVRE?
AVRE has returned +0.3% a year over 5 years, +1.5% a year since September 30, 2021 (total return, distributions reinvested).
How much would $10,000 invested in AVRE be worth?
$10,000 invested in AVRE at its first recorded close on September 30, 2021 would be worth about $10,790 on October 23, 2026 with distributions reinvested.
What was the worst year for AVRE?
The worst calendar year was 2022, with a total return of −24.6%. The best was 2023 at +9.1%.
What is the biggest drawdown of AVRE?
The largest peak-to-trough decline was −33.3% between December 31, 2021 and October 25, 2023. It recovered to the old high on June 26, 2026, 2.7 years after the bottom.
How volatile is AVRE?
Over the past 3 years AVRE had an annualized volatility of 15.7% and a Sharpe ratio of 0.39 (excess return over 1–3 month T-bills per unit of risk).