The total return over the past 12 months is +21.85% vs. +16.26% for the S&P 500. So far it's up +18.83% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +20.25% | +16.11% | +9.25% | N/A | N/A | N/A |
| Total Return CAGR | +21.85% | +17.97% | +11.13% | N/A | N/A | N/A |
| Revenue CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Net Income CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| EPS CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Dividends CAGR | +3.61% | +7.55% | +18.66% | N/A | N/A | N/A |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Avantis U.S. Small Cap Value ETF (AVUV)
| Year | Start price | End price | AVUV Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $101.98 | $120.03 | +18.83% | +13.75% | +5.08% |
| 2025 | $96.53 | $101.98 | +7.44% | +17.72% | (10.28%) |
| 2024 | $89.80 | $96.53 | +9.28% | +24.89% | (15.61%) |
| 2023 | $74.51 | $89.80 | +22.83% | +26.19% | (3.36%) |
| 2022 | $79.74 | $74.51 | (4.90%) | (18.17%) | +13.27% |
| 2021 | $56.84 | $79.74 | +42.23% | +28.74% | +13.49% |
| 2020 | $54.26 | $56.84 | +6.39% | +18.37% | (11.98%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
