portfolio-lab.oriz.in Rf = 6.8% · G-Sec 10Y as of 2026-08-03

Assets › global-value

Avantis Intl Small-Cap Value (AVDV)

Clears the 12% forward-return floor — eligible for optimizer by default.

Fwd expected return 12.5%
Annualised volatility 19.0%
Sleeve global-value

Risk notes

Systematic deep-value + small-cap + profitability tilt, developed ex-US. Strongest academic value/size premium of the three; also the most volatile. ER 0.36%. Foreign-asset tax (12.5% LTCG >24m).

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