AVIGX vs. AVANX
AVIGX (Avantis Core Fixed Income Fund) and AVANX (Avantis International Small Cap Value Fund Class G) are both mutual funds - AVIGX is a Intermediate Core Bond fund managed by Avantis, while AVANX is a Foreign Small & Mid Cap Equities fund actively managed by Avantis. Over the past 3 years, AVIGX returned 3.98%/yr vs 24.93%/yr for AVANX. Their 0.25 correlation means their historical movements had little consistent relationship.
Performance
AVIGX vs. AVANX - Performance Comparison
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Returns By Period
In the year-to-date period, AVIGX achieves a -0.95% return, which is significantly lower than AVANX's 15.40% return.
AVIGX
- 1D
- 0.00%
- 1M
- -1.32%
- 6M
- -1.19%
- YTD
- -0.95%
- 1Y
- 1.73%
- 3Y*
- 3.98%
- 5Y*
- -0.51%
- 10Y*
- —
- ALL TIME*
- 0.03%
AVANX
- 1D
- 2.89%
- 1M
- 2.00%
- 6M
- 7.21%
- YTD
- 15.40%
- 1Y
- 37.15%
- 3Y*
- 24.93%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 16.95%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
AVIGX vs. AVANX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
AVIGX Avantis Core Fixed Income Fund | -0.95% | 8.04% | 2.07% | 5.13% | -11.47% |
AVANX Avantis International Small Cap Value Fund Class G | 15.40% | 48.78% | 8.80% | 17.17% | -7.66% |
Correlation
The correlation between AVIGX and AVANX is 0.33, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.33 |
Correlation (3Y) Balances recent behavior with more history. | 0.28 |
Correlation (All Time) Calculated using the full available price history since Jan 31, 2022 | 0.25 |
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Return for Risk
AVIGX vs. AVANX — Risk / Return Rank
AVIGX
AVANX
AVIGX vs. AVANX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Core Fixed Income Fund (AVIGX) and Avantis International Small Cap Value Fund Class G (AVANX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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.
| AVIGX | AVANX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.50 | ||
| Sortino ratioReturn per unit of downside risk | -1.97 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.40 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | 0.98 | 2.89 | -1.90 |
| Martin ratioReturn relative to average drawdown | 2.44 | 10.40 | -7.95 |
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Drawdowns
AVIGX vs. AVANX - Drawdown Comparison
The maximum AVIGX drawdown since its inception was -19.39%, smaller than the maximum AVANX drawdown of -25.35%. Use the drawdown chart below to compare losses from any high point for AVIGX and AVANX.
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Drawdown Indicators
| AVIGX | AVANX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.39% | -25.35% | +5.96% |
Max Drawdown (1Y)Largest decline over 1 year | -3.04% | -12.86% | +9.82% |
Max Drawdown (3Y)Largest decline over 3 years | -5.33% | -13.83% | +8.50% |
Max Drawdown (5Y)Largest decline over 5 years | -19.31% | — | — |
Current DrawdownCurrent decline from peak | -2.79% | -2.38% | -0.41% |
Average DrawdownAverage peak-to-trough decline | -8.14% | -4.78% | -3.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.22% | 3.57% | -2.35% |
Volatility
AVIGX vs. AVANX - Volatility Comparison
The current volatility for Avantis Core Fixed Income Fund (AVIGX) is 1.04%, while Avantis International Small Cap Value Fund Class G (AVANX) has a volatility of 5.55%. This indicates that AVIGX experiences smaller price fluctuations and is considered to be less risky than AVANX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVIGX | AVANX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.04% | 5.55% | -4.51% |
Volatility (6M)Calculated over the trailing 6-month period | 3.27% | 14.29% | -11.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.09% | 16.64% | -12.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.20% | 17.19% | -10.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.03% | 17.19% | -11.16% |
Dividends
AVIGX vs. AVANX - Dividend Comparison
AVIGX's dividend yield for the trailing twelve months is around 4.09%, less than AVANX's 9.41% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
AVANX Avantis International Small Cap Value Fund Class G | 9.41% | 10.86% | 4.74% | 3.87% | 3.70% | 0.00% |
AVIGX Avantis Core Fixed Income Fund | 4.09% | 4.45% | 4.97% | 2.92% | 3.01% | 0.79% |
Frequently Asked Questions
AVIGX and AVANX have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVANX has higher volatility (5.55%) compared to AVIGX (1.04%). In terms of maximum drawdown, AVIGX dropped -19.39% vs AVANX's -25.35%.
AVANX currently has the higher Sharpe Ratio (2.24 vs 0.73), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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