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Avantis U.S. Equity G (AVUNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.29-0.02 (-0.12%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.10%
5-year average return0.00%
Number of years up1
Number of years down1
Best 1-yr total return (17 Jun 2024)21.54%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return21.54%
Worst 3-yr total returnN/A

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAVUNXCategory
YTD9.69%5.31%
1-month4.59%-4.19%
3-month3.76%3.90%
1-year28.86%20.31%
3-year7.82%6.48%
5-year0.00%11.78%
10-year0.00%10.96%
Last bull market26.95%25.56%
Last bear market-15.51%-15.11%

Annual total return (%) history

Year
AVUNXCategory
2024
N/AN/A
2023
21.54%22.32%
2022
-14.28%-16.96%
2021
N/A26.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.08%N/AN/AN/A
20234.62%6.25%-2.21%11.82%
2022-3.89%-15.51%-3.75%9.68%
20217.53%-0.42%8.60%N/A

Rank in category (by total return)

YTD61
1-month51
3-month37
1-year27
3-year55
5-yearN/A

Load adjusted returns

1-year28.86%
3-year7.82%
5-yearN/A
10-yearN/A