Avantis Investors

Statistics as of May 27, 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
0.00%
TTM Yield
1.3%
3yr Sharpe
0.35
YTD Return
-0.6%
3yr Return
38.0%
1yr Return
9.0%
Total Assets
$8B
6M Money Flow
$515M
Large Blend
Expense Ratio
0.00%
TTM Yield
1.4%
3yr Sharpe
0.34
YTD Return
-0.6%
3yr Return
37.1%
1yr Return
8.9%
Total Assets
$799M
6M Money Flow
$52M
Large Blend
Expense Ratio
0.00%
TTM Yield
1.1%
3yr Sharpe
-
YTD Return
0.2%
3yr Return
-
1yr Return
10.6%
Total Assets
$607M
6M Money Flow
$140M
Large Blend
Expense Ratio
0.00%
TTM Yield
1.3%
3yr Sharpe
0.32
YTD Return
-1.0%
3yr Return
38.3%
1yr Return
8.6%
Total Assets
$362M
6M Money Flow
$46M
Large Value
Expense Ratio
0.00%
TTM Yield
1.7%
3yr Sharpe
0.28
YTD Return
-1.5%
3yr Return
30.8%
1yr Return
6.2%
Total Assets
$7B
6M Money Flow
$2B
Large Value
Expense Ratio
0.00%
TTM Yield
1.6%
3yr Sharpe
-
YTD Return
-1.8%
3yr Return
-
1yr Return
5.8%
Total Assets
$406M
6M Money Flow
$94M
Large Value
Expense Ratio
0.00%
TTM Yield
2.0%
3yr Sharpe
-
YTD Return
0.0%
3yr Return
-
1yr Return
-1.5%
Total Assets
$5M
6M Money Flow
-$51K
Mid-Cap Blend
Expense Ratio
0.00%
TTM Yield
1.1%
3yr Sharpe
-
YTD Return
-1.4%
3yr Return
-
1yr Return
6.9%
Total Assets
$167M
6M Money Flow
$43M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
1.4%
3yr Sharpe
-
YTD Return
-3.2%
3yr Return
-
1yr Return
5.5%
Total Assets
$185M
6M Money Flow
$91M
Small Blend
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-8.1%
3yr Return
-
1yr Return
-
Total Assets
$97M
6M Money Flow
$75M
Small Value
Expense Ratio
0.00%
TTM Yield
1.8%
3yr Sharpe
0.03
YTD Return
-8.1%
3yr Return
17.6%
1yr Return
-2.1%
Total Assets
$15B
6M Money Flow
$2B
Small Value
Expense Ratio
0.00%
TTM Yield
1.3%
3yr Sharpe
-0.07
YTD Return
-8.8%
3yr Return
13.1%
1yr Return
-2.0%
Total Assets
$2B
6M Money Flow
$209M
Small Value
Expense Ratio
0.00%
TTM Yield
1.5%
3yr Sharpe
0.03
YTD Return
-7.7%
3yr Return
17.8%
1yr Return
-2.7%
Total Assets
$1B
6M Money Flow
$216M
Foreign Large Blend
Expense Ratio
0.00%
TTM Yield
2.8%
3yr Sharpe
0.36
YTD Return
18.1%
3yr Return
37.0%
1yr Return
15.3%
Total Assets
$7B
6M Money Flow
$721M
Foreign Large Blend
Expense Ratio
0.00%
TTM Yield
3.0%
3yr Sharpe
0.35
YTD Return
17.4%
3yr Return
36.0%
1yr Return
14.9%
Total Assets
$333M
6M Money Flow
$54M
Foreign Large Blend
Expense Ratio
0.00%
TTM Yield
3.0%
3yr Sharpe
-
YTD Return
15.6%
3yr Return
-
1yr Return
13.0%
Total Assets
$295M
6M Money Flow
$213M
Foreign Large Blend
Expense Ratio
0.00%
TTM Yield
2.7%
3yr Sharpe
0.39
YTD Return
18.6%
3yr Return
40.8%
1yr Return
18.1%
Total Assets
$181M
6M Money Flow
$12M
Foreign Large Value
Expense Ratio
0.00%
TTM Yield
2.9%
3yr Sharpe
0.41
YTD Return
18.1%
3yr Return
37.9%
1yr Return
14.9%
Total Assets
$730M
6M Money Flow
$161M
Foreign Large Value
Expense Ratio
0.00%
TTM Yield
3.0%
3yr Sharpe
-
YTD Return
15.6%
3yr Return
-
1yr Return
12.9%
Total Assets
$35M
6M Money Flow
$28M
Foreign Small/Mid Blend
Expense Ratio
0.00%
TTM Yield
2.7%
3yr Sharpe
-
YTD Return
15.1%
3yr Return
-
1yr Return
13.9%
Total Assets
$95M
6M Money Flow
$43M
Foreign Small/Mid Value
Expense Ratio
0.00%
TTM Yield
3.6%
3yr Sharpe
0.39
YTD Return
18.2%
3yr Return
42.3%
1yr Return
18.2%
Total Assets
$9B
6M Money Flow
$1B
Foreign Small/Mid Value
Expense Ratio
0.00%
TTM Yield
3.6%
3yr Sharpe
0.40
YTD Return
17.6%
3yr Return
41.9%
1yr Return
17.1%
Total Assets
$513M
6M Money Flow
$40M
Diversified Emerging Mkts
Expense Ratio
0.00%
TTM Yield
2.9%
3yr Sharpe
0.09
YTD Return
10.0%
3yr Return
26.8%
1yr Return
7.9%
Total Assets
$10B
6M Money Flow
$1B
Diversified Emerging Mkts
Expense Ratio
0.00%
TTM Yield
3.7%
3yr Sharpe
0.04
YTD Return
10.5%
3yr Return
23.9%
1yr Return
6.2%
Total Assets
$683M
6M Money Flow
$112M
Diversified Emerging Mkts
Expense Ratio
0.00%
TTM Yield
2.7%
3yr Sharpe
0.09
YTD Return
9.3%
3yr Return
26.2%
1yr Return
8.0%
Total Assets
$636M
6M Money Flow
$100M
Diversified Emerging Mkts
Expense Ratio
0.00%
TTM Yield
2.8%
3yr Sharpe
0.11
YTD Return
9.9%
3yr Return
28.0%
1yr Return
9.4%
Total Assets
$122M
6M Money Flow
$21M
Diversified Emerging Mkts
Expense Ratio
0.00%
TTM Yield
1.2%
3yr Sharpe
-
YTD Return
8.3%
3yr Return
-
1yr Return
4.4%
Total Assets
$109M
6M Money Flow
$38M
Diversified Emerging Mkts
Expense Ratio
0.00%
TTM Yield
3.0%
3yr Sharpe
-
YTD Return
7.1%
3yr Return
-
1yr Return
5.0%
Total Assets
$40M
6M Money Flow
$7M
Global Large-Stock Blend
Expense Ratio
0.00%
TTM Yield
1.9%
3yr Sharpe
-
YTD Return
3.0%
3yr Return
-
1yr Return
8.7%
Total Assets
$532M
6M Money Flow
$63M
Global Large-Stock Value
Expense Ratio
0.00%
TTM Yield
2.2%
3yr Sharpe
-
YTD Return
3.5%
3yr Return
-
1yr Return
7.2%
Total Assets
$149M
6M Money Flow
$22M
Global Real Estate
Expense Ratio
0.00%
TTM Yield
3.8%
3yr Sharpe
-0.32
YTD Return
5.2%
3yr Return
-0.2%
1yr Return
12.3%
Total Assets
$583M
6M Money Flow
$48M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
2.2%
3yr Sharpe
-
YTD Return
2.9%
3yr Return
-
1yr Return
7.9%
Total Assets
$28M
6M Money Flow
$4M
Short-Term Bond
Expense Ratio
0.00%
TTM Yield
4.3%
3yr Sharpe
-0.26
YTD Return
2.6%
3yr Return
10.0%
1yr Return
5.9%
Total Assets
$625M
6M Money Flow
$45M
Short-Term Bond
Expense Ratio
0.00%
TTM Yield
3.9%
3yr Sharpe
-0.37
YTD Return
2.5%
3yr Return
10.1%
1yr Return
6.1%
Total Assets
$9M
6M Money Flow
-$3M
Intermediate Core Bond
Expense Ratio
0.00%
TTM Yield
4.6%
3yr Sharpe
-0.29
YTD Return
2.2%
3yr Return
4.5%
1yr Return
5.7%
Total Assets
$1B
6M Money Flow
$123M
Intermediate Core Bond
Expense Ratio
0.00%
TTM Yield
4.8%
3yr Sharpe
-0.28
YTD Return
2.3%
3yr Return
5.5%
1yr Return
5.8%
Total Assets
$76M
6M Money Flow
$9M
Muni National Interm
Expense Ratio
0.00%
TTM Yield
3.5%
3yr Sharpe
-0.38
YTD Return
-2.2%
3yr Return
4.4%
1yr Return
0.6%
Total Assets
$147M
6M Money Flow
$7M