Home
Mail
TV
News
Sport
Finance
Lifestyle
Entertainment
Weather
Mobile
Yahoo
Mail
Cost Of Living
Watchlists
My Portfolios
Markets
Money
Work
Technology
Industries
Give Feedback
Australia markets open in 3 hours 14 minutes
ALL ORDS
7,999.20
-83.90
(-1.04%)
AUD/USD
0.6628
+0.0019
(+0.29%)
ASX 200
7,727.60
-84.20
(-1.08%)
OIL
77.80
+0.08
(+0.10%)
GOLD
2,335.20
+0.70
(+0.03%)
Bitcoin AUD
103,673.59
-611.51
(-0.59%)
USA Mutuals All Seasons Institutional (UNAVX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
27.00
+0.07
(+0.26%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
3.89%
5-year average return
5.69%
Number of years up
4
Number of years down
2
Best 1-yr total return (23 May 2024)
25.54%
Worst 1-yr total return (23 May 2024)
N/A
Best 3-yr total return
25.54%
Worst 3-yr total return
3.04%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
UNAVX
Category
YTD
1.65%
9.69%
1-month
-1.75%
0.97%
3-month
2.40%
5.21%
1-year
-0.21%
27.45%
3-year
6.94%
8.85%
5-year
4.45%
8.56%
10-year
0.00%
5.61%
Last bull market
7.52%
10.63%
Last bear market
2.94%
-12.05%
Annual total return (%) history
Year
UNAVX
Category
2024
N/A
N/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 (%)
Year
Q1
Q2
Q3
Q4
2024
3.46%
N/A
N/A
N/A
2023
5.36%
-1.75%
-2.87%
2.87%
2022
-1.76%
2.94%
0.08%
5.62%
2021
1.82%
-2.85%
-1.80%
15.02%
2020
-18.52%
9.05%
4.49%
-1.29%
2019
12.16%
3.18%
0.79%
7.62%
2018
-1.73%
2.93%
7.45%
-12.50%
Rank in category (by total return)
YTD
63
1-month
14
3-month
43
1-year
98
3-year
7
5-year
51
Load adjusted returns
1-year
-0.21%
3-year
6.94%
5-year
4.45%
10-year
N/A
Data disclaimer
Help
Suggestions
Terms
and
Privacy Policy
Privacy dashboard
About our ads
© 2024 Yahoo. All rights reserved.