USA Mutuals All Seasons Fund (UNAVX) Alternatives
USA Mutuals All Seasons Fund (UNAVX) belongs to the Tactical Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with UNAVX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to UNAVX
UNAVX charges 1.99% annually. Among mutual funds in the Tactical Allocation category, these options have the lowest expense ratios among UNAVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | Jan 1, 1998 | UNAVX vs GOIIX | |
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | Jan 1, 1998 | UNAVX vs GIPIX | |
| PIMCO All Asset All Authority Fund | 0.21% | Oct 30, 2003 | UNAVX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | Sep 24, 2002 | UNAVX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | Aug 30, 2012 | UNAVX vs GPIFX |
Best Risk-Adjusted Alternatives to UNAVX
Among mutual funds in the Tactical Allocation category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Hussman Strategic Total Return Fund | 97 | Sep 11, 2002 | UNAVX vs HSTRX | |
| Conquer Risk Defensive Bull Fund | 95 | Jun 30, 2020 | UNAVX vs CRDBX | |
| Hundredfold Select Alternative Fund Investor Class | 93 | — | UNAVX vs HFSAX | |
| Donoghue Forlines Momentum Fund | 93 | Dec 22, 2016 | UNAVX vs MOJOX | |
| Invesco Balanced-Risk Allocation Fund | 92 | Jun 1, 2009 | UNAVX vs ABRYX |
Top Performing UNAVX Alternatives (YTD)
UNAVX alternatives from the Tactical Allocation category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Quantified Evolution Plus Fund | 40.30% | Sep 29, 2019 | UNAVX vs QEVOX | |
| PIMCO Dynamic Income Strategy Fund | 16.74% | Feb 1, 2019 | UNAVX vs PDX | |
| Donoghue Forlines Momentum Fund | 15.26% | Dec 22, 2016 | UNAVX vs MOJOX | |
| Invesco Balanced-Risk Allocation Fund | 12.72% | Jun 1, 2009 | UNAVX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 12.62% | Jun 2, 2009 | UNAVX vs ABRZX |
Lowest Volatility Alternatives to UNAVX
UNAVX alternatives from the Tactical Allocation category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.76% | Aug 30, 2012 | UNAVX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 3.35% | Apr 8, 2012 | UNAVX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 4.40% | Jul 30, 2014 | UNAVX vs TTIFX | |
| Hundredfold Select Alternative Fund | 4.40% | Aug 31, 2004 | UNAVX vs SFHYX | |
| Hundredfold Select Alternative Fund Investor Class | 4.41% | — | UNAVX vs HFSAX |
Lowest Drawdown Alternatives to UNAVX
UNAVX alternatives from the Tactical Allocation category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Goldman Sachs TacticalTiltOverlayFund | -2.66% | Jul 30, 2014 | UNAVX vs TTIFX | |
| Hussman Strategic Total Return Fund | -3.14% | Sep 11, 2002 | UNAVX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -3.20% | Apr 8, 2012 | UNAVX vs SIOAX | |
| GuidePath Flexible Income Allocation Fund | -3.50% | Aug 30, 2012 | UNAVX vs GPIFX | |
| Hundredfold Select Alternative Fund Investor Class | -3.68% | — | UNAVX vs HFSAX |
Other Mutual Funds from USA Mutuals
Most popular USA Mutuals mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| USA Mutuals Vice Fund | Global Equities | 43 | 0.83% | Aug 29, 2002 | UNAVX vs VICEX |
Often Compared With UNAVX
What investors most often compare with UNAVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 59 | -3.65% | Jan 22, 1993 | UNAVX vs SPY |
Compare UNAVX with Any Fund or Stock
Compare UNAVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.