Avantis Responsible U.S. Equity ETF (AVSU) Performance
AVSU total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +14.8% since Dec 31, 2025
- 1 year
- +18.7% total return
- 3 years
- +23.1% a year
- Since first price
- +13.0% a year since 2022
AVSU trailing returns vs SPY, QQQ, AGG
| Period | AVSU total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −2.0% | −2.0% | −1.0% | −5.0% | +0.9% |
| 3 months | +0.5% | +0.3% | +3.2% | +1.9% | −0.4% |
| 6 months | +7.1% | +6.6% | +7.8% | +8.4% | −1.5% |
| YTD | +14.8% | +14.0% | +12.3% | +15.1% | −1.0% |
| 1 year | +18.7% | +17.5% | +14.4% | +15.9% | −1.1% |
| 3 years | +86.5%+23.1%/yr | +80.3% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionMar 17, 2022 | +75.4%+13.0%/yr | +66.2% | — | — | — |
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: AVSU vs SPY
From Mar 17, 2022: AVSU grew to $17,542, SPY to $18,358.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
AVSU returns by calendar year
3 of 3 full years positive. Best 2023 (+24.5%), worst 2025 (+16.7%). 2026 is year to date.
AVSU annual returns table
| Year | AVSU | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +14.8% | −10.1% | +12.3% | +15.1% | −1.0% |
| 2025 | +16.7% | −19.8% | +17.7% | +20.8% | +7.2% |
| 2024 | +19.2% | −9.0% | +24.9% | +25.6% | +1.3% |
| 2023 | +24.5% | −11.6% | +26.2% | +54.9% | +5.7% |
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.
AVSU largest drawdowns
Now 4.2% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Mar 29, 2022 | −21.7% | Sep 30, 2022 | Dec 8, 2023 | 6 months | 1.7 years |
| Dec 4, 2024 | −20.2% | Apr 8, 2025 | Jul 2, 2025 | 4 months | 7 months |
| Feb 9, 2026 | −10.1% | Mar 30, 2026 | Apr 14, 2026 | 49 days | 2 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
AVSU risk statistics
| Statistic | 3 years | Since 2022 |
|---|---|---|
| Annualized return | +22.5% | +13.2% |
| Volatility (annualized) | 14.1% | 16.8% |
| Sharpe ratio | 1.21 | 0.59 |
| Sortino ratio | 2.31 | 0.94 |
| Best month | +11.5% | +11.5% |
| Worst month | −6.3% | −8.8% |
| Best 12 months | +36.2% | +36.2% |
| Worst 12 months | +2.8% | −8.0% |
| Positive months | 69% | 63% |
| Beta vs S&P 500 | 1.09 | — |
| Correlation with S&P 500 | 0.97 | — |
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.
AVSU rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 44 | −8.0% | +18.0% | +36.2% | 98% |
| 3-year (a year) | 20 | +6.8% | +19.0% | +23.3% | 100% |
Every holding period starting at a month-end since 2022. Returns for 3 years and longer are annualized.
AVSU performance overview
Avantis Responsible U.S. Equity ETF (AVSU) returned +18.7% over the past year, with distributions reinvested. Since its first recorded price in 2022 it has returned +13.0% a year, turning $10,000 into about $17,542. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −21.7%, from Mar 29, 2022 to Sep 30, 2022, and it took 1.2 years to get back to the old high. AVSU finished 3 of its 3 full calendar years with a gain; the best year was 2023 (+24.5%) and the worst 2025 (+16.7%). Volatility has been 16.8% a year.
Related: AVSU chart, AVSU holdings, AVSU dividends, AVSU valuation. See the AVSU overview for the latest quote and fund facts.
AVSU performance FAQ
What is the AVSU return over the past year?
AVSU returned +18.7% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 17.5%.
How much would $10,000 invested in AVSU be worth?
$10,000 invested in AVSU at its first recorded close on March 17, 2022 would be worth about $17,542 on October 23, 2026 with distributions reinvested.
What was the worst year for AVSU?
The worst calendar year was 2025, with a total return of +16.7%. The best was 2023 at +24.5%.
What is the biggest drawdown of AVSU?
The largest peak-to-trough decline was −21.7% between March 29, 2022 and September 30, 2022. It recovered to the old high on December 8, 2023, 1.2 years after the bottom.
How volatile is AVSU?
Over the past 3 years AVSU had an annualized volatility of 14.1% and a Sharpe ratio of 1.21 (excess return over 1–3 month T-bills per unit of risk).