(AVDV) Avantis International Small - Ratings and Ratios

The Avantis International Small Cap Value ETF (AVDV) is an exchange-traded fund that focuses on investing in a diversified portfolio of non-U.S. small-cap value companies across various market sectors, industry groups, and countries. This investment strategy allows the fund to tap into the potential of smaller, undervalued companies outside the U.S., which can offer higher growth prospects.

From a portfolio perspective, AVDV maintains a significant allocation to small-cap companies, adhering to its investment objective by investing at least 80% of its assets in securities of small-capitalization companies. The use of derivative instruments such as futures contracts, currency forwards, and swap agreements suggests a hedging strategy to manage risks associated with currency fluctuations and market volatility.

To further analyze AVDVs performance, key performance indicators (KPIs) such as tracking error, information ratio, and dividend yield can be considered. A lower tracking error would indicate that the fund is closely following its benchmark, while a higher information ratio would suggest better risk-adjusted performance. Additionally, the dividend yield can provide insights into the funds income generation capabilities.

From a risk management perspective, its essential to monitor metrics such as beta, standard deviation, and Value-at-Risk (VaR) to understand the funds exposure to market fluctuations. AVDVs investment in international small-cap value companies may result in higher volatility due to factors such as currency risks, country-specific risks, and liquidity risks.

To evaluate AVDVs overall performance, one can examine its returns over various time horizons, such as 1-year, 3-year, and 5-year returns, and compare them to its benchmark and peers. This analysis can help investors understand the funds ability to generate alpha and its consistency in delivering returns.