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Nasdaq - Delayed Quote USD
Avantis U.S. Small Cap Equity Inst (AVSCX)
8.92
-0.37
(-3.98%)
At close: April 4 at 8:00:06 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -18.69% |
| 5y Average Return | 0.00% |
| Number of Years Up | -- |
| Number of Years Down | -- |
| Best 1Y Total Return (Apr 4, 2025) | -- |
| Worst 1Y Total Return (Apr 4, 2025) | -- |
| Best 3Y Total Return | -- |
| Worst 3Y Total Return | -- |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
AVSCX
Category
- YTD
- -10.12%
- 20.19%
- 1-Month
- -6.81%
- 0.02%
- 3-Month
- -10.12%
- 4.36%
- 1-Year
- 0.00%
- 60.18%
- 3-Year
- 0.00%
- 11.32%
- 5-Year
- 0.00%
- 13.88%
- 10-Year
- 0.00%
- 11.19%
- Last Bull Market
- 17.11%
- 27.98%
- Last Bear Market
- 0.00%
- -24.08%
Annual Total Return (%) History
Year
AVSCX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -10.12% | -- | -- | -- |
| 2024 | 8.06% | 0.27% | -- | -- |
Rank in Category (By Total Return)
| YTD | 88 |
| 1-Month | 73 |
| 3-Month | 88 |
| 1-Year | -- |
| 3-Year | -- |
| 5-Year | -- |
Load Adjusted Returns
Load Adjusted Returns Information Not Available
Performance & Risk
| YTD Return | -18.69% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 88 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | -- |
| Morningstar Risk Rating | -- |
Fund Overview
| Category | Small Blend |
| Fund Family | Avantis Investors |
| Net Assets | 92.34M |
| YTD Return | -10.12% |
| Yield | -- |
| Morningstar Rating | -- |
| Inception Date | Jun 20, 2024 |
Fund Summary
The fund invests primarily in a diverse group of U.S. small cap companies across market sectors and industry groups. The advisor seeks securities of companies that it expects to have higher returns by placing an enhanced emphasis on securities of companies with smaller market capitalizations and securities of companies with higher profitability and value characteristics relative to other U.S. small cap companies.
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