See what your fund actually adds
Avantis Moderate Allocation ETF AVMA
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | AVMA | Replication |
|---|---|---|
| Annualized growth | 13.8% | 13.1% |
| Annualized volatility | 9.6% | 9.4% |
| Sharpe ratio | 1.39 | 1.36 |
| Maximum drawdown | 9.5% | 8.3% |
| Replication fit (R²) | 0.97 · Tracking error 1.6% | |
Replication portfolio
The published portfolio below is the investable basket used to model AVMA’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VCIT | FI · IG Credit | 37.3% |
| VOO | US Large Cap | 24.9% |
| VBR | Small-Cap · Value | 21.1% |
| EFV | Intl · Value | 16.7% |