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USA Mutuals All Seasons Institutional (UNAVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.00+0.07 (+0.26%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.89%
5-year average return5.69%
Number of years up4
Number of years down2
Best 1-yr total return (23 May 2024)25.54%
Worst 1-yr total return (23 May 2024)N/A
Best 3-yr total return25.54%
Worst 3-yr total return3.04%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnUNAVXCategory
YTD1.65%9.69%
1-month-1.75%0.97%
3-month2.40%5.21%
1-year-0.21%27.45%
3-year6.94%8.85%
5-year4.45%8.56%
10-year0.00%5.61%
Last bull market7.52%10.63%
Last bear market2.94%-12.05%

Annual total return (%) history

Year
UNAVXCategory
2024
N/AN/A
2023
3.43%N/A
2022
6.91%N/A
2021
11.74%N/A
2020
-8.36%9.83%
2019
25.54%14.61%
2018
-4.90%-7.70%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.46%N/AN/AN/A
20235.36%-1.75%-2.87%2.87%
2022-1.76%2.94%0.08%5.62%
20211.82%-2.85%-1.80%15.02%
2020-18.52%9.05%4.49%-1.29%
201912.16%3.18%0.79%7.62%
2018-1.73%2.93%7.45%-12.50%

Rank in category (by total return)

YTD63
1-month14
3-month43
1-year98
3-year7
5-year51

Load adjusted returns

1-year-0.21%
3-year6.94%
5-year4.45%
10-yearN/A