AVUV vs VBR
Backtest AVUV vs VBRSep 26, 2019 – Oct 2, 2026, AVUV sets the start date
Growth of $10,000
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Key metrics
| Return | AVUV | VBR |
|---|---|---|
| Final balance | $26,754 | $20,966 |
| Total return | +167.54% | +109.66% |
| CAGR | +15.06% | +11.13% |
| Calendar years | AVUV | VBR |
|---|---|---|
| Best year | +42.20% | +28.08% |
| Worst year | −4.91% | −9.38% |
| Positive years | 5 of 6 | 5 of 6 |
| Risk | AVUV | VBR |
|---|---|---|
| Max drawdown | −49.42% | −45.28% |
| Longest drawdown | 1.2 years | 2.1 years |
| Volatility (annualized) | 27.73% | 24.18% |
| Risk-adjusted | AVUV | VBR |
|---|---|---|
| Sharpe ratio | 0.65 | 0.56 |
| Sortino ratio | 0.93 | 0.79 |
| Calmar ratio | 0.30 | 0.25 |
Trailing returns
| Period | AVUV | VBR | AVUV − VBR |
|---|---|---|---|
| YTD | +18.82% | +12.10% | +6.72% |
| 1Y | +21.83% | +13.60% | +8.23% |
| 3Y | +17.98% | +16.63% | +1.34% |
| 5Y | +11.13% | +8.57% | +2.56% |
Rolling returns
| Period | AVUV median | VBR median | More often ahead |
|---|---|---|---|
| 1Y | +12.69% | +11.47% | AVUV 74% |
| 3Y | +13.61% | +10.11% | AVUV 91% |
| 5Y | +15.35% | +11.08% | AVUV 100% |
Worst drawdowns · AVUV
| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −49.4% | Dec 2019 | Mar 2020 | Nov 2020 | 11 months |
| −28.8% | Nov 2024 | Apr 2025 | Dec 2025 | 1 year |
| −20.6% | Nov 2021 | Sep 2022 | Feb 2023 | 1.2 years |
| −17.2% | Feb 2023 | May 2023 | Jul 2023 | 6 months |
| −12.5% | Jul 2023 | Oct 2023 | Dec 2023 | 4 months |
| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −45.3% | Jan 2020 | Mar 2020 | Nov 2020 | 10 months |
| −24.2% | Nov 2024 | Apr 2025 | Dec 2025 | 1 year |
| −21.2% | Nov 2021 | Sep 2022 | Dec 2023 | 2.1 years |
| −9.7% | Jun 2021 | Jul 2021 | Oct 2021 | 5 months |
| −8.9% | Feb 2026 | Mar 2026 | Apr 2026 | 2 months |
Annual returns
| Year | AVUV | VBR | AVUV − VBR |
|---|---|---|---|
| 2019from Sep 26 | +8.50% | +6.98% | +1.52% |
| 2020 | +6.43% | +5.90% | +0.54% |
| 2021 | +42.20% | +28.08% | +14.11% |
| 2022 | −4.91% | −9.38% | +4.47% |
| 2023 | +22.82% | +16.00% | +6.82% |
| 2024 | +9.29% | +12.40% | −3.11% |
| 2025 | +7.44% | +9.09% | −1.65% |
| 2026to Oct 2 | +18.82% | +12.10% | +6.72% |
About AVUV vs VBR
Both hold small US companies that look cheap. VBR is a Vanguard index fund that tracks the CRSP US Small Cap Value Index. AVUV, from Avantis, is actively managed: it picks small companies that are cheap and also profitable, rather than following an index. AVUV started in 2019.
AVUV returned 15.1% a year from Sep 2019 to Oct 2026, against 11.1% for VBR. AVUV fell furthest in 2019–2020, by 49.4%, and VBR in 2020, by 45.3%. AVUV beat VBR in 4 of 6 full years and in every rolling 5-year period.
Uses daily closing prices with dividends reinvested. Fund fees are included, but not taxes or trading costs. The comparison starts on Sep 26, 2019, when AVUV's prices begin.