Advent ETFs: record by period

Advent’s 1-Year Record

1Y

1 of 1 Made Money0 lostAdvent typical +4.8% · All ETFs +6.9%

Made money · 1

More than 30%0

20–30%0

10–20%0

5–10%0

0–5%1BestACVT+4.8%

Lost money · 0

0–5%0

5–10%0

More than 10%0

Advent ETFs · past-year returns · 1 funds with a full year · as of Nov 4, 2026

Advent’s Returns by Bucket

1Y

BucketYTD1YMoney made

Bonds & cash1 fund · $42.9M+4.5%+4.8%$2.0M

Advent ETFs by bucket · asset-weighted returns · money made is an estimate: AUM × return · Nov 4, 2026

Advent’s Best ETFs

YTD

+4.5%ACVT, Convertible Bond, led Advent

1ACVTConvertible Bond+4.5%

Advent ETFs · year-to-date returns · as of Nov 4, 2026

Advent’s Worst ETFs

YTD

No Advent fund is down this year.

Advent ETFs · year-to-date returns · as of Nov 4, 2026

Advent’s ETF Returns

YTD

1–0up · down this year
of 1 funds that traded Jan 1

Funds per 5-point band of YTD return (%).

Typical+4.5%

BestACVT +4.5%

WorstACVT +4.5%

Advent ETFs · year-to-date returns · as of Nov 4, 2026

Top 1 Advent ETFs

1Y

ACVT+4.8%

Best first · dashed line = Advent typical +4.8%

Advent ETFs · past-year returns · as of Nov 4, 2026

Advent’s Money Made

1Y

$2.0Mmade by the 1 largest · 100% of $2.0M

Advent ETFs · past-year money made · as of Nov 4, 2026 · estimate: AUM × return

Advent’s Best and Worst ETFs

1Y

Best 1 of 1

ACVTConvertible Bond+4.8%

End-of-day Nov 4, 2026 · funds with a full year

Advent’s Record by Bucket

1Y

Bonds & cash1 of 1

Advent ETFs · past-year returns · as of Nov 4, 2026

Money Made by ETF Issuers

1Y

$1.47Tmade by all US ETFs · an estimate

#IssuerMade

1Vanguard$435B

2iShares$381B

3SPDR$208B

4Invesco$95.7B

5Schwab$83.8B

End-of-day Nov 4, 2026

Advent’s Losing ETFs

1Y

0funds lost money

Advent ETFs · past-year returns · as of Nov 4, 2026 · worst first

Advent’s Newest ETFs

1Y

0funds not in the record yet

A fund joins Win % and typical return once it has a full year of prices.

Advent ETFs · launched in the past year · as of Nov 4, 2026

AAdvent

Record

Advent