AVMV ETF Analysis: Avantis U.S. Mid Cap Value | NYSE

Mid-Cap Value | NYSE, USA | Market Cap: 776m USD | 12M Return: 16% | US0250721331 | Charts, Fundamentals & Technical Analysis

Mid-Cap Equities, Value Stocks, U.S. Holdings, Allocation
Total Rating 54
Safety 65
Buy Signal -0.11
Mid-Cap Value
Category Rotation: +0.6
TER: 0.20%
AUM: 776M
Avg Turnover: 3.76M
Risk 3d forecast
Volatility15.2%
VaR 5th Pctl2.63%
VaR vs Median-4.16%
Reward TTM
Sharpe Ratio0.87
Rel. Str. IBD49.3
Rel. Str. Peer Group44.1
Character TTM
Beta0.812
Beta Downside0.860
Hurst Exponent0.480
Drawdowns 3y
Max DD24.24%
CAGR/Max DD0.87
CAGR/Mean DD5.83

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 2.7 years of data

Jan +1.9% 33
Feb -2.1% 0
Mar -6.0% 42
Apr -0.5% 0
May +2.0% 0
Jun +1.4% 30
Jul -0.0% 0
Aug +2.0% -
Sep -1.1% -
Oct -2.0% -
Nov +4.6% 35
Dec -4.6% 29

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: AVMV Avantis U.S. Mid Cap Value

AVMV is a U.S. mid cap value ETF that invests across various market sectors and industry groups. The fund targets companies exhibiting higher profitability and value characteristics, while also tilting toward smaller market capitalizations within the mid cap universe. Managed by Avantis Investors, the fund employs a systematic, factor-based approach to securities selection, focusing on attributes historically associated with higher expected returns in U.S. equities. The ETF launched in November 2023.

Headlines to Watch Out For
  • Mid-cap value rotation accelerates on Fed rate cut expectations
  • Strong mid-cap corporate earnings boost value factor returns
  • AVMV AUM growth continues as investors favor value strategies
What is the price of AVMV shares?

As of September 15, 2026, the stock is trading at USD 80.15 with a total of 27,352 shares traded. Over the past week, the price has changed by -1.96%, over one month by -3.50%, over three months by -0.12% and over the past year by +15.98%.

Current recommended Stop Loss: 78.20 (which is 2.4% or 2.4 ATR below the current price).

Is AVMV a buy, sell or hold?

Avantis U.S. Mid Cap Value has no consensus analysts rating.