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 a closer substitute for your current allocation.
Cheapest Alternatives to UNAVX
UNAVX charges 1.99% annually. There are 68 mutual funds in the Tactical Allocation category with lower expense ratios, going as low as 0.19%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | UNAVX vs GOIIX | |
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | UNAVX vs GIPIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | UNAVX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | UNAVX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | UNAVX vs GPIFX |
Best Risk-Adjusted Alternatives to UNAVX
UNAVX has a PortfoliosLab risk / return rank of 3. There are 76 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Balanced-Risk Allocation Fund | 95 | — | Jun 2009 | UNAVX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 95 | — | Jun 2009 | UNAVX vs ABRZX | |
| RESQ Dynamic Allocation Fund | 95 | — | Dec 2013 | UNAVX vs RQEIX | |
| Potomac Defensive Bull Fund | 93 | — | Jun 2020 | UNAVX vs CRDBX | |
| AQR Diversifying Strategies Fund Class N | 92 | — | Jun 2020 | UNAVX vs QDSNX |
Top Performing UNAVX Alternatives (YTD)
UNAVX is at -1.53% YTD. There are 76 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 55.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 55.72% | — | Sep 2019 | UNAVX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 37.80% | — | Dec 2016 | UNAVX vs MOJOX | |
| Teberg Fund | 26.95% | — | Mar 2002 | UNAVX vs TEBRX | |
| Invesco Balanced-Risk Allocation Fund | 21.28% | — | Jun 2009 | UNAVX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 21.20% | — | Jun 2009 | UNAVX vs ABRZX |
Lowest Volatility Alternatives to UNAVX
UNAVX has 4.83% 1-year volatility. There are 5 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.41% | — | Aug 2012 | UNAVX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.59% | — | Apr 2012 | UNAVX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.74% | — | Jul 2014 | UNAVX vs TTIFX | |
| Hundredfold Select Alternative Fund Investor Class | 4.53% | — | — | UNAVX vs HFSAX | |
| Hundredfold Select Alternative Fund | 4.53% | — | Aug 2004 | UNAVX vs SFHYX |
Lowest Drawdown Alternatives to UNAVX
UNAVX has a 1-year max drawdown of -8.10%. There are 54 mutual funds in the Tactical Allocation category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | -1.69% | — | Aug 2012 | UNAVX vs GPIFX | |
| AQR Diversifying Strategies Fund Class N | -1.97% | — | Jun 2020 | UNAVX vs QDSNX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | UNAVX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | UNAVX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.42% | — | Sep 2002 | UNAVX vs HSTRX |
Other Mutual Funds from USA Mutuals
The 1 most viewed USA Mutuals mutual funds shown here include VICEX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| USA Mutuals Vice Fund | Global Equities | 13 | 7.04% | — | Aug 2002 | UNAVX vs VICEX |
Often Compared With UNAVX
Investors most often compare UNAVX with SPY, PBAIX, PDX. These 13 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 70 | 10.91% | 781.00B | Jan 1993 | UNAVX vs SPY | |
| BlackRock Tactical Opportunities Fund Institutiona... | Tactical Allocation | 76 | 10.25% | — | Jun 1993 | UNAVX vs PBAIX | |
| PIMCO Dynamic Income Strategy Fund | Tactical Allocation | 10 | 18.39% | — | Feb 2019 | UNAVX vs PDX | |
| USD Cash | — | 0.00% | — | — | UNAVX vs USD=X | ||
| Upright Assets Allocation Plus Fund | Tactical Allocation | — | — | — | Oct 2017 | UNAVX vs UPAAX | |
| PIMCO All Asset Fund Class A | Tactical Allocation | 89 | 8.70% | — | Apr 2008 | UNAVX vs PASAX | |
| Verizon Communications Inc. | 59 | 18.27% | — | — | UNAVX vs VZ | ||
| PIMCO All Asset Fund | Tactical Allocation | 91 | 9.42% | — | Nov 2002 | UNAVX vs PAAIX | |
| Astor Dynamic Allocation Fund | Tactical Allocation | 86 | 8.54% | — | Oct 2009 | UNAVX vs ASTIX | |
| Apple Inc | 89 | 14.34% | — | — | UNAVX vs AAPL | ||
| Donoghue Forlines Tactical Allocation Fund | Tactical Allocation | 88 | 11.71% | — | Apr 2018 | UNAVX vs GTAIX | |
| JPMorgan Chase & Co. | 59 | -5.73% | — | — | UNAVX vs JPM | ||
| The Southern Company | 45 | 5.45% | — | — | UNAVX vs SO |
Compare UNAVX with Any Fund or Stock
Compare UNAVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair UNAVX with funds that move differently
USA Mutuals All Seasons Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to UNAVX.
Explore UNAVX Diversifiers