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USA Mutuals Vice A (VICAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.93+0.08 (+0.38%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.01%
5-year average return0.90%
Number of years up8
Number of years down4
Best 1-yr total return (1 May 2024)32.19%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return32.19%
Worst 3-yr total return-0.56%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVICAXCategory
YTD4.16%12.08%
1-month3.40%0.64%
3-month4.16%6.49%
1-year-1.44%38.01%
3-year-1.69%12.74%
5-year2.33%12.82%
10-year3.68%9.05%
Last bull market28.07%18.82%
Last bear market-1.68%-20.53%

Annual total return (%) history

Year
VICAXCategory
2024
N/AN/A
2023
-2.15%N/A
2022
3.21%N/A
2021
-1.27%N/A
2020
-0.94%12.96%
2019
26.28%25.26%
2018
-21.39%-10.06%
2017
25.71%22.28%
2016
9.41%6.93%
2015
2.56%-0.92%
2014
0.80%3.67%
2013
32.19%24.08%
2012
21.10%14.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.16%N/AN/AN/A
20233.40%-1.79%-7.76%4.47%
2022-2.14%-1.68%-5.73%13.79%
20219.29%0.76%-10.77%0.48%
2020-26.44%16.76%2.93%12.05%
201915.76%2.90%-1.01%7.09%
20180.03%-5.05%-2.14%-15.42%
20177.23%5.69%2.79%7.92%
20164.93%2.16%3.59%-1.47%
20150.66%-1.36%-4.25%7.87%
20141.14%3.09%-3.65%0.34%
20139.50%1.64%9.42%8.54%
201212.94%-2.20%4.74%4.66%

Rank in category (by total return)

YTD87
1-month39
3-month87
1-year99
3-year98
5-year100

Load adjusted returns

1-year-7.10%
3-year-3.61%
5-year1.13%
10-year3.07%