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Issuer
Avantis
Inception Date
Dec 9, 2024
Region
Emerging Markets (Broad)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Domicile
Ireland
Distribution Policy
Accumulating
Asset Class
Equity
Asset Class Size
Multi-Cap
Asset Class Style
Value

Share Price Chart


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Performance

AVEM.DE Performance Chart

Avantis Emerging Markets Equity UCITS ETF USD Acc (AVEM.DE) is up 18.0% since the beginning of the year. AVEM.DE is currently trading at €27 per share.


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S&P 500 Index

Returns By Period

Avantis Emerging Markets Equity UCITS ETF USD Acc (AVEM.DE) has returned 17.97% so far this year and 32.37% over the past 12 months.


Avantis Emerging Markets Equity UCITS ETF USD Acc

1D
-1.72%
1M
-6.89%
6M
12.41%
YTD
17.97%
1Y
32.37%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.09%
1M
1.27%
6M
10.98%
YTD
13.27%
1Y
22.64%
3Y*
18.04%
5Y*
12.49%
10Y*
12.92%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AVEM.DE Monthly Returns History

Based on dividend-adjusted daily data since Dec 12, 2024, AVEM.DE's average daily return is +0.09%, while the average monthly return is +1.80%. At this rate, an investment would double in approximately 3.2 years.

Historically, 70% of months were positive and 30% were negative. The best month was Apr 2026 with a return of +9.8%, while the worst month was Mar 2026 at -8.5%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 2 months.

On a daily basis, AVEM.DE closed higher 54% of trading days. The best single day was Apr 8, 2026 with a return of +6.4%, while the worst single day was Jun 23, 2026 at -4.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20266.23%5.78%-8.51%9.77%9.40%1.60%-5.94%17.97%
20253.09%0.57%-2.52%-3.84%6.57%2.26%3.32%0.34%5.24%4.65%-1.06%1.47%21.39%
2024-2.44%-2.44%

Benchmark Metrics

Avantis Emerging Markets Equity UCITS ETF USD Acc has an annualized alpha of 19.44%, beta of 0.34, and R2 of 0.11 versus S&P 500 Index. Calculated based on daily prices since December 12, 2024.

  • This ETF captured 128.14% of S&P 500 Index gains but only 66.64% of its losses - a favorable profile for investors.
  • Beta of 0.34 may look defensive, but with R2 of 0.11 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.11 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
19.44%
Beta
0.34
0.11
Upside Capture
128.14%
Downside Capture
66.64%

Expense Ratio

AVEM.DE has an expense ratio of 0.35%, placing it in the medium range.


Return for Risk

Risk / Return Rank

AVEM.DE ranks 64 for risk / return — better than 64% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


AVEM.DE Risk / Return Rank: 6464
Overall Rank
AVEM.DE Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
AVEM.DE Sortino Ratio Rank: 6060
Sortino Ratio Rank
AVEM.DE Omega Ratio Rank: 6262
Omega Ratio Rank
AVEM.DE Calmar Ratio Rank: 6969
Calmar Ratio Rank
AVEM.DE Martin Ratio Rank: 6868
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Avantis Emerging Markets Equity UCITS ETF USD Acc (AVEM.DE) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


AVEM.DEBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.16

Sortino ratioReturn per unit of downside risk

-0.08

Omega ratioGain probability vs. loss probability

1.31

1.33

-0.03

Calmar ratioReturn relative to maximum drawdown

2.76

3.01

-0.24

Martin ratioReturn relative to average drawdown

9.84

11.10

-1.27

Dividends

Dividend History


Avantis Emerging Markets Equity UCITS ETF USD Acc doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Avantis Emerging Markets Equity UCITS ETF USD Acc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Avantis Emerging Markets Equity UCITS ETF USD Acc was 18.44%, occurring on Apr 9, 2025. Recovery took 58 trading sessions.

The current Avantis Emerging Markets Equity UCITS ETF USD Acc drawdown is 9.73%.


Drawdown

Fall

Recovery

Underwater

Related event

-18.44%Apr 2025
1mo 17d2mo 25d
4mo 12dFeb 2025 - Jul 2025
2025 selloff2025
-12.03%Mar 2026
1mo 2d18d
1mo 20dFeb 2026 - Apr 2026
-9.73%Jul 2026
23d
23dJun 2026 - now
-5.68%Jun 2026
6d5d
11dJun 2026 - Jun 2026
-4.74%Dec 2025
1mo 12d17d
1mo 29dNov 2025 - Jan 2026

Drawdown Indicators


AVEM.DEBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-18.44%

-51.17%

+32.73%

Max Drawdown (1Y)

Largest decline over 1 year

-12.03%

-7.57%

-4.46%

Max Drawdown (3Y)

Largest decline over 3 years

-23.99%

Max Drawdown (5Y)

Largest decline over 5 years

-23.99%

Max Drawdown (10Y)

Largest decline over 10 years

-33.42%

Current Drawdown

Current decline from peak

-9.73%

-0.52%

-9.21%

Average Drawdown

Average peak-to-trough decline

-2.66%

-8.90%

+6.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.39%

2.04%

+1.35%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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