Avantis Investors

Statistics as of Apr 02, 2025

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Found total of 37 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Blend
Expense Ratio
0.15%
TTM Yield
1.4%
3yr Sharpe
0.22
YTD Return
-3.2%
3yr Return
26.6%
1yr Return
7.1%
Total Assets
$8B
6M Money Flow
$535M
Large Blend
Expense Ratio
0.15%
TTM Yield
1.4%
3yr Sharpe
0.20
YTD Return
-3.1%
3yr Return
25.5%
1yr Return
6.9%
Total Assets
$773M
6M Money Flow
$33M
Large Blend
Expense Ratio
0.15%
TTM Yield
1.1%
3yr Sharpe
-
YTD Return
-3.4%
3yr Return
-
1yr Return
7.6%
Total Assets
$520M
6M Money Flow
$120M
Large Blend
Expense Ratio
0.15%
TTM Yield
1.3%
3yr Sharpe
0.15
YTD Return
-4.1%
3yr Return
23.9%
1yr Return
5.9%
Total Assets
$331M
6M Money Flow
$42M
Large Value
Expense Ratio
0.15%
TTM Yield
1.7%
3yr Sharpe
0.25
YTD Return
-0.8%
3yr Return
29.4%
1yr Return
5.1%
Total Assets
$6B
6M Money Flow
$2B
Large Value
Expense Ratio
0.15%
TTM Yield
1.6%
3yr Sharpe
-
YTD Return
-1.0%
3yr Return
-
1yr Return
4.9%
Total Assets
$415M
6M Money Flow
$117M
Large Value
Expense Ratio
0.25%
TTM Yield
1.9%
3yr Sharpe
-
YTD Return
7.8%
3yr Return
-
1yr Return
4.7%
Total Assets
$5M
6M Money Flow
-$51K
Mid-Cap Blend
Expense Ratio
0.18%
TTM Yield
1.1%
3yr Sharpe
-
YTD Return
-2.7%
3yr Return
-
1yr Return
4.5%
Total Assets
$158M
6M Money Flow
$50M
Mid-Cap Value
Expense Ratio
0.20%
TTM Yield
1.4%
3yr Sharpe
-
YTD Return
-3.7%
3yr Return
-
1yr Return
3.3%
Total Assets
$148M
6M Money Flow
$75M
Small Blend
Expense Ratio
0.25%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-8.8%
3yr Return
-
1yr Return
-
Total Assets
$98M
6M Money Flow
$96M
Small Value
Expense Ratio
0.25%
TTM Yield
1.8%
3yr Sharpe
0.02
YTD Return
-7.6%
3yr Return
16.8%
1yr Return
-1.3%
Total Assets
$15B
6M Money Flow
$2B
Small Value
Expense Ratio
0.25%
TTM Yield
1.3%
3yr Sharpe
-0.12
YTD Return
-9.6%
3yr Return
5.6%
1yr Return
-2.6%
Total Assets
$1B
6M Money Flow
$201M
Small Value
Expense Ratio
0.25%
TTM Yield
1.5%
3yr Sharpe
0.01
YTD Return
-7.2%
3yr Return
16.4%
1yr Return
-2.2%
Total Assets
$1B
6M Money Flow
$216M
Foreign Large Blend
Expense Ratio
0.23%
TTM Yield
3.0%
3yr Sharpe
0.13
YTD Return
8.5%
3yr Return
19.9%
1yr Return
8.9%
Total Assets
$6B
6M Money Flow
$541M
Foreign Large Blend
Expense Ratio
0.23%
TTM Yield
3.3%
3yr Sharpe
0.11
YTD Return
8.2%
3yr Return
19.4%
1yr Return
9.0%
Total Assets
$312M
6M Money Flow
$39M
Foreign Large Blend
Expense Ratio
0.23%
TTM Yield
3.0%
3yr Sharpe
0.15
YTD Return
8.4%
3yr Return
21.6%
1yr Return
10.8%
Total Assets
$159M
6M Money Flow
$7M
Foreign Large Blend
Expense Ratio
0.31%
TTM Yield
3.3%
3yr Sharpe
-
YTD Return
7.1%
3yr Return
-
1yr Return
8.4%
Total Assets
$104M
6M Money Flow
$57M
Foreign Large Value
Expense Ratio
0.25%
TTM Yield
3.2%
3yr Sharpe
0.20
YTD Return
9.5%
3yr Return
24.2%
1yr Return
9.4%
Total Assets
$597M
6M Money Flow
$133M
Foreign Large Value
Expense Ratio
0.34%
TTM Yield
3.3%
3yr Sharpe
-
YTD Return
7.1%
3yr Return
-
1yr Return
8.4%
Total Assets
$8M
6M Money Flow
$4M
Foreign Small/Mid Blend
Expense Ratio
0.30%
TTM Yield
2.9%
3yr Sharpe
-
YTD Return
5.0%
3yr Return
-
1yr Return
6.7%
Total Assets
$74M
6M Money Flow
$34M
Foreign Small/Mid Value
Expense Ratio
0.36%
TTM Yield
4.0%
3yr Sharpe
0.19
YTD Return
7.3%
3yr Return
23.2%
1yr Return
11.6%
Total Assets
$8B
6M Money Flow
$675M
Foreign Small/Mid Value
Expense Ratio
0.36%
TTM Yield
4.0%
3yr Sharpe
0.20
YTD Return
7.3%
3yr Return
23.6%
1yr Return
11.1%
Total Assets
$425M
6M Money Flow
$38M
Diversified Emerging Mkts
Expense Ratio
0.33%
TTM Yield
3.1%
3yr Sharpe
-0.05
YTD Return
3.3%
3yr Return
10.0%
1yr Return
7.1%
Total Assets
$8B
6M Money Flow
$987M
Diversified Emerging Mkts
Expense Ratio
0.33%
TTM Yield
2.8%
3yr Sharpe
-0.07
YTD Return
2.8%
3yr Return
9.7%
1yr Return
7.0%
Total Assets
$602M
6M Money Flow
$122M
Diversified Emerging Mkts
Expense Ratio
0.36%
TTM Yield
4.0%
3yr Sharpe
-0.12
YTD Return
3.3%
3yr Return
7.4%
1yr Return
4.1%
Total Assets
$580M
6M Money Flow
$73M
Diversified Emerging Mkts
Expense Ratio
0.33%
TTM Yield
2.9%
3yr Sharpe
-0.04
YTD Return
2.9%
3yr Return
10.7%
1yr Return
8.3%
Total Assets
$103M
6M Money Flow
$21M
Diversified Emerging Mkts
Expense Ratio
0.33%
TTM Yield
1.3%
3yr Sharpe
-
YTD Return
-0.7%
3yr Return
-
1yr Return
-1.2%
Total Assets
$67M
6M Money Flow
$15M
Diversified Emerging Mkts
Expense Ratio
0.42%
TTM Yield
3.3%
3yr Sharpe
-
YTD Return
0.0%
3yr Return
-
1yr Return
2.6%
Total Assets
$29M
6M Money Flow
$2M
Global Large-Stock Blend
Expense Ratio
0.23%
TTM Yield
1.9%
3yr Sharpe
-
YTD Return
-0.4%
3yr Return
-
1yr Return
6.3%
Total Assets
$475M
6M Money Flow
$53M
Global Large-Stock Value
Expense Ratio
0.26%
TTM Yield
2.3%
3yr Sharpe
-
YTD Return
0.8%
3yr Return
-
1yr Return
5.1%
Total Assets
$134M
6M Money Flow
$37M
Global Real Estate
Expense Ratio
0.17%
TTM Yield
3.9%
3yr Sharpe
-0.39
YTD Return
4.1%
3yr Return
-10.3%
1yr Return
9.4%
Total Assets
$563M
6M Money Flow
$45M
Moderate Allocation
Expense Ratio
0.21%
TTM Yield
2.3%
3yr Sharpe
-
YTD Return
0.8%
3yr Return
-
1yr Return
6.4%
Total Assets
$30M
6M Money Flow
$8M
Short-Term Bond
Expense Ratio
0.15%
TTM Yield
4.4%
3yr Sharpe
-0.46
YTD Return
2.1%
3yr Return
9.6%
1yr Return
5.7%
Total Assets
$604M
6M Money Flow
$165M
Short-Term Bond
Expense Ratio
0.15%
TTM Yield
3.8%
3yr Sharpe
-0.50
YTD Return
1.8%
3yr Return
9.4%
1yr Return
5.6%
Total Assets
$14M
6M Money Flow
$1M
Intermediate Core Bond
Expense Ratio
0.15%
TTM Yield
4.5%
3yr Sharpe
-0.47
YTD Return
3.1%
3yr Return
3.0%
1yr Return
6.2%
Total Assets
$1B
6M Money Flow
$176M
Intermediate Core Bond
Expense Ratio
0.00%
TTM Yield
4.7%
3yr Sharpe
-0.47
YTD Return
3.0%
3yr Return
3.5%
1yr Return
6.3%
Total Assets
$76M
6M Money Flow
$11M
Muni National Interm
Expense Ratio
0.15%
TTM Yield
3.4%
3yr Sharpe
-0.48
YTD Return
-0.6%
3yr Return
4.8%
1yr Return
1.7%
Total Assets
$152M
6M Money Flow
$7M