Seasonal Evaluation for Avantis U.S. Small Cap Value ETF (AVUV)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 50.00% | 66.67% | 66.67% | 100.00% |
| Median Return | 0.14% | 5.16% | 3.50% | 8.69% |
| Average Return | 3.82% | 8.18% | 4.46% | 7.29% |
| Maximum Gain | 27.49% | 30.57% | 9.75% | 33.42% |
| Gain Year | 2021 | 2020 | 2025 | 2020 |
| Maximum Loss | -42.41% | -14.03% | -2.77% | 1.04% |
| Loss Year | 2020 | 2022 | 2022 | 2024 |
| Based on the past 6 years (2020-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 76.92% | 66.67% | 58.33% | 84.62% |
| Median Return | 4.71% | 5.16% | 2.57% | 6.12% |
| Average Return | 6.01% | 6.04% | 5.90% | 6.10% |
| Maximum Gain | 33.42% | 30.57% | 30.57% | 33.42% |
| Gain Year | 2020 | 2020 | 2020 | 2020 |
| Maximum Loss | -42.41% | -14.03% | -42.41% | -2.77% |
| Loss Year | 2020 | 2022 | 2020 | 2022 |
| Based on the past 6 years (2020-2025) | ||||