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AVUSX vs. BX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

AVUSX vs. BX

Last updated May 12, 2025

Compare and contrast key facts about Avantis U.S. Equity Fund (AVUSX) and The Blackstone Group Inc. (BX).

AVUSX is managed by Avantis Investors. It was launched on Dec 4, 2019.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVUSX or BX.

Correlation

The correlation between AVUSX and BX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Performance

AVUSX vs. BX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis U.S. Equity Fund (AVUSX) and The Blackstone Group Inc. (BX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

AVUSX:

12.84%

BX:

30.15%

Max Drawdown

AVUSX:

-0.68%

BX:

-1.55%

Current Drawdown

AVUSX:

0.00%

BX:

-0.30%

Returns By Period

AVUSX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

BX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

AVUSX vs. BX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
AVUSX
The Risk-Adjusted Performance Rank of AVUSX is 4747
Overall Rank
The Sharpe Ratio Rank of AVUSX is 4343
Sharpe Ratio Rank
The Sortino Ratio Rank of AVUSX is 4545
Sortino Ratio Rank
The Omega Ratio Rank of AVUSX is 4747
Omega Ratio Rank
The Calmar Ratio Rank of AVUSX is 5151
Calmar Ratio Rank
The Martin Ratio Rank of AVUSX is 4747
Martin Ratio Rank
BX
The Risk-Adjusted Performance Rank of BX is 6666
Overall Rank
The Sharpe Ratio Rank of BX is 6969
Sharpe Ratio Rank
The Sortino Ratio Rank of BX is 6363
Sortino Ratio Rank
The Omega Ratio Rank of BX is 6262
Omega Ratio Rank
The Calmar Ratio Rank of BX is 7171
Calmar Ratio Rank
The Martin Ratio Rank of BX is 6666
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AVUSX vs. BX - Risk-Adjusted Performance Comparison

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.

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Dividends

AVUSX vs. BX - Dividend Comparison

AVUSX's dividend yield for the trailing twelve months is around 1.42%, less than BX's 2.91% yield.

TTM20242023202220212020201920182017201620152014
AVUSX
Avantis U.S. Equity Fund		1.42%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
BX
The Blackstone Group Inc.		2.91%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

AVUSX vs. BX - Drawdown Comparison

The maximum AVUSX drawdown since its inception was -0.68%, smaller than the maximum BX drawdown of -1.55%. Use the drawdown chart below to compare losses from any high point for AVUSX and BX. For additional features, visit the drawdowns tool.

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Volatility

AVUSX vs. BX - Volatility Comparison

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