AVUSX vs. BX

In the year-to-date period, AVUSX achieves a 0.05% return, which is significantly higher than BX's -18.23% return.

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This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Equity Fund (AVUSX) and The Blackstone Group Inc. (BX). 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.

The current AVUSX Sharpe Ratio is 0.54, which is comparable to the BX Sharpe Ratio of 0.48. The chart below compares the historical Sharpe Ratios of AVUSX and BX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AVUSX's dividend yield for the trailing twelve months is around 1.36%, less than BX's 2.92% yield.

The maximum AVUSX drawdown since its inception was -36.23%, smaller than the maximum BX drawdown of -87.65%. Use the drawdown chart below to compare losses from any high point for AVUSX and BX.

The current volatility for Avantis U.S. Equity Fund (AVUSX) is 5.20%, while The Blackstone Group Inc. (BX) has a volatility of 10.12%. This indicates that AVUSX experiences smaller price fluctuations and is considered to be less risky than BX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.