Avantis U.S. Equity ETF (AVUS) Performance
AVUS total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +15.4% since Dec 31, 2025
- 1 year
- +18.5% total return
- 5 years
- +11.9% a year
- Since first price
- +15.7% a year since 2019
AVUS trailing returns vs SPY, QQQ, AGG
| Period | AVUS total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.9% | −0.9% | −1.0% | −5.0% | +0.9% |
| 3 months | +1.2% | +1.0% | +3.2% | +1.9% | −0.4% |
| 6 months | +6.8% | +6.2% | +7.8% | +8.4% | −1.5% |
| YTD | +15.4% | +14.6% | +12.3% | +15.1% | −1.0% |
| 1 year | +18.5% | +17.3% | +14.4% | +15.9% | −1.1% |
| 3 years | +86.1%+23.0%/yr | +79.5% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +75.7%+11.9%/yr | +64.4% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionSep 26, 2019 | +180.4%+15.7%/yr | +155.4% | — | — | — |
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: AVUS vs SPY
From Sep 26, 2019: AVUS grew to $28,038, SPY to $28,280.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
AVUS returns by calendar year
5 of 6 full years positive. Best 2021 (+28.7%), worst 2022 (−13.8%). 2026 is year to date.
AVUS annual returns table
| Year | AVUS | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +15.4% | −7.8% | +12.3% | +15.1% | −1.0% |
| 2025 | +16.7% | −19.6% | +17.7% | +20.8% | +7.2% |
| 2024 | +20.4% | −8.7% | +24.9% | +25.6% | +1.3% |
| 2023 | +21.8% | −10.8% | +26.2% | +54.9% | +5.7% |
| 2022 | −13.8% | −22.2% | −18.2% | −32.6% | −13.0% |
| 2021 | +28.7% | −5.6% | +28.7% | +27.4% | −1.8% |
| 2020 | +17.6% | −37.0% | +18.3% | +48.6% | +7.5% |
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.
AVUS largest drawdowns
Now 3.1% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 19, 2020 | −37.0% | Mar 23, 2020 | Aug 27, 2020 | 33 days | 6 months |
| Jan 4, 2022 | −22.2% | Sep 30, 2022 | Dec 13, 2023 | 9 months | 1.9 years |
| Dec 4, 2024 | −19.7% | Apr 8, 2025 | Jul 1, 2025 | 4 months | 7 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
AVUS risk statistics
| Statistic | 3 years | 5 years | Since 2019 |
|---|---|---|---|
| Annualized return | +21.9% | +13.2% | +15.9% |
| Volatility (annualized) | 13.0% | 16.1% | 17.7% |
| Sharpe ratio | 1.27 | 0.63 | 0.77 |
| Sortino ratio | 2.45 | 1.02 | 1.22 |
| Best month | +9.8% | +10.4% | +13.6% |
| Worst month | −5.7% | −9.6% | −16.3% |
| Best 12 months | +36.2% | +36.2% | +71.9% |
| Worst 12 months | +4.6% | −14.2% | −14.2% |
| Positive months | 72% | 63% | 67% |
| Beta vs S&P 500 | 1.00 | 1.00 | — |
| Correlation with S&P 500 | 0.96 | 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.
AVUS rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 74 | −14.2% | +17.5% | +71.9% | 82% |
| 3-year (a year) | 50 | +7.1% | +12.4% | +23.6% | 100% |
| 5-year (a year) | 26 | +11.4% | +14.7% | +19.4% | 100% |
Every holding period starting at a month-end since 2019. Returns for 3 years and longer are annualized.
AVUS performance overview
Avantis U.S. Equity ETF (AVUS) returned +18.5% over the past year and +11.9% a year over five years, with distributions reinvested. Since its first recorded price in 2019 it has returned +15.7% a year, turning $10,000 into about $28,038. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −37.0%, from Feb 19, 2020 to Mar 23, 2020, and it took 5 months to get back to the old high. AVUS finished 5 of its 6 full calendar years with a gain; the best year was 2021 (+28.7%) and the worst 2022 (−13.8%). Volatility has been 17.7% a year.
Related: AVUS chart, AVUS holdings, AVUS dividends, AVUS valuation. See the AVUS overview for the latest quote and fund facts.
AVUS performance FAQ
What is the AVUS return over the past year?
AVUS returned +18.5% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 17.3%.
What is the average annual return of AVUS?
AVUS has returned +11.9% a year over 5 years, +15.7% a year since September 26, 2019 (total return, distributions reinvested).
How much would $10,000 invested in AVUS be worth?
$10,000 invested in AVUS at its first recorded close on September 26, 2019 would be worth about $28,038 on October 23, 2026 with distributions reinvested.
What was the worst year for AVUS?
The worst calendar year was 2022, with a total return of −13.8%. The best was 2021 at +28.7%.
What is the biggest drawdown of AVUS?
The largest peak-to-trough decline was −37.0% between February 19, 2020 and March 23, 2020. It recovered to the old high on August 27, 2020, 5 months after the bottom.
How volatile is AVUS?
Over the past 3 years AVUS had an annualized volatility of 13.0% and a Sharpe ratio of 1.27 (excess return over 1–3 month T-bills per unit of risk).