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USA Mutuals Vice Investor (VICEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.36+0.01 (+0.05%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.36%
5-year average return0.66%
Number of years up16
Number of years down5
Best 1-yr total return (27 June 2024)32.19%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return32.19%
Worst 3-yr total return-0.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVICEXCategory
YTD2.62%12.08%
1-month0.71%0.64%
3-month1.88%6.49%
1-year2.03%38.01%
3-year-3.06%12.74%
5-year2.81%12.82%
10-year3.23%9.05%
Last bull market11.19%18.82%
Last bear market-1.67%-20.53%

Annual total return (%) history

Year
VICEXCategory
2024
N/AN/A
2023
-2.15%N/A
2022
3.25%N/A
2021
-1.30%N/A
2020
-0.90%12.96%
2019
26.24%25.26%
2018
-21.27%-10.06%
2017
25.72%22.28%
2016
9.40%6.93%
2015
2.58%-0.92%
2014
0.78%3.67%
2013
32.19%24.08%
2012
21.16%14.39%
2011
10.82%-7.19%
2010
18.04%14.49%
2009
12.71%34.45%
2008
-41.57%-41.13%
2007
17.76%12.16%
2006
23.15%19.88%
2005
6.41%10.91%
2004
24.37%16.90%
2003
34.33%34.18%
2002
N/A-14.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.12%N/AN/AN/A
20233.37%-1.78%-7.78%4.50%
2022-2.12%-1.67%-5.77%13.85%
20219.30%0.76%-10.80%0.47%
2020-26.45%16.79%2.95%12.05%
201915.75%2.88%-0.97%7.05%
20180.00%-4.88%-2.16%-15.40%
20177.24%5.70%2.74%7.95%
20164.95%2.15%3.57%-1.47%
20150.69%-1.36%-4.27%7.88%
20141.14%3.07%-3.64%0.33%
20139.47%1.64%9.44%8.55%
201212.94%-2.15%4.76%4.65%
20117.22%6.64%-14.22%12.98%
20106.34%-8.90%13.12%7.71%
2009-11.25%14.22%9.59%1.47%
2008-9.30%-12.54%-7.79%-20.12%
20072.26%5.60%11.40%-2.11%
200610.38%-1.38%1.79%11.14%
2005-1.28%5.90%0.31%1.47%
20045.79%3.52%-2.32%16.25%
2003-9.68%21.72%6.59%14.64%
2002-1.16%N/AN/AN/A

Rank in category (by total return)

YTD92
1-month100
3-month82
1-year100
3-year98
5-year100

Load adjusted returns

1-year2.03%
3-year-3.06%
5-year2.81%
10-year3.23%