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PVIVX vs. AVDV
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between PVIVX and AVDV is 0.72, 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.


-0.50.00.51.0
Correlation: 0.7

Performance

PVIVX vs. AVDV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Paradigm Micro-cap Fund (PVIVX) and Avantis International Small Cap Value ETF (AVDV). The values are adjusted to include any dividend payments, if applicable.

40.00%60.00%80.00%100.00%120.00%NovemberDecember2025FebruaryMarchApril
64.04%
69.13%
PVIVX
AVDV

Key characteristics

Sharpe Ratio

PVIVX:

-0.43

AVDV:

0.83

Sortino Ratio

PVIVX:

-0.42

AVDV:

1.24

Omega Ratio

PVIVX:

0.95

AVDV:

1.18

Calmar Ratio

PVIVX:

-0.37

AVDV:

1.09

Martin Ratio

PVIVX:

-1.09

AVDV:

3.82

Ulcer Index

PVIVX:

11.26%

AVDV:

4.05%

Daily Std Dev

PVIVX:

28.90%

AVDV:

18.64%

Max Drawdown

PVIVX:

-54.12%

AVDV:

-43.01%

Current Drawdown

PVIVX:

-26.80%

AVDV:

-0.22%

Returns By Period

In the year-to-date period, PVIVX achieves a -17.53% return, which is significantly lower than AVDV's 10.33% return.


PVIVX

YTD

-17.53%

1M

-3.89%

6M

-21.35%

1Y

-13.38%

5Y*

12.03%

10Y*

4.84%

AVDV

YTD

10.33%

1M

1.82%

6M

9.17%

1Y

15.44%

5Y*

15.75%

10Y*

N/A

*Annualized

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PVIVX vs. AVDV - Expense Ratio Comparison

PVIVX has a 1.25% expense ratio, which is higher than AVDV's 0.36% expense ratio.


Expense ratio chart for PVIVX: current value is 1.25%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
PVIVX: 1.25%
Expense ratio chart for AVDV: current value is 0.36%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
AVDV: 0.36%

Risk-Adjusted Performance

PVIVX vs. AVDV — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PVIVX
The Risk-Adjusted Performance Rank of PVIVX is 55
Overall Rank
The Sharpe Ratio Rank of PVIVX is 66
Sharpe Ratio Rank
The Sortino Ratio Rank of PVIVX is 66
Sortino Ratio Rank
The Omega Ratio Rank of PVIVX is 88
Omega Ratio Rank
The Calmar Ratio Rank of PVIVX is 33
Calmar Ratio Rank
The Martin Ratio Rank of PVIVX is 44
Martin Ratio Rank

AVDV
The Risk-Adjusted Performance Rank of AVDV is 7878
Overall Rank
The Sharpe Ratio Rank of AVDV is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of AVDV is 7575
Sortino Ratio Rank
The Omega Ratio Rank of AVDV is 7676
Omega Ratio Rank
The Calmar Ratio Rank of AVDV is 8484
Calmar Ratio Rank
The Martin Ratio Rank of AVDV is 8080
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.

PVIVX vs. AVDV - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Paradigm Micro-cap Fund (PVIVX) and Avantis International Small Cap Value ETF (AVDV). 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 chart of Sharpe ratio for PVIVX, currently valued at -0.43, compared to the broader market-1.000.001.002.003.00
PVIVX: -0.43
AVDV: 0.83
The chart of Sortino ratio for PVIVX, currently valued at -0.42, compared to the broader market-2.000.002.004.006.008.00
PVIVX: -0.42
AVDV: 1.24
The chart of Omega ratio for PVIVX, currently valued at 0.95, compared to the broader market0.501.001.502.002.503.00
PVIVX: 0.95
AVDV: 1.18
The chart of Calmar ratio for PVIVX, currently valued at -0.37, compared to the broader market0.002.004.006.008.0010.00
PVIVX: -0.37
AVDV: 1.09
The chart of Martin ratio for PVIVX, currently valued at -1.09, compared to the broader market0.0010.0020.0030.0040.00
PVIVX: -1.09
AVDV: 3.82

The current PVIVX Sharpe Ratio is -0.43, which is lower than the AVDV Sharpe Ratio of 0.83. The chart below compares the historical Sharpe Ratios of PVIVX and AVDV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.502.00NovemberDecember2025FebruaryMarchApril
-0.43
0.83
PVIVX
AVDV

Dividends

PVIVX vs. AVDV - Dividend Comparison

PVIVX has not paid dividends to shareholders, while AVDV's dividend yield for the trailing twelve months is around 3.91%.


TTM202420232022202120202019
PVIVX
Paradigm Micro-cap Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%
AVDV
Avantis International Small Cap Value ETF
3.91%4.31%3.29%3.17%2.39%1.67%0.36%

Drawdowns

PVIVX vs. AVDV - Drawdown Comparison

The maximum PVIVX drawdown since its inception was -54.12%, which is greater than AVDV's maximum drawdown of -43.01%. Use the drawdown chart below to compare losses from any high point for PVIVX and AVDV. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-26.80%
-0.22%
PVIVX
AVDV

Volatility

PVIVX vs. AVDV - Volatility Comparison

Paradigm Micro-cap Fund (PVIVX) has a higher volatility of 16.49% compared to Avantis International Small Cap Value ETF (AVDV) at 12.41%. This indicates that PVIVX's price experiences larger fluctuations and is considered to be riskier than AVDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
16.49%
12.41%
PVIVX
AVDV