UNAVX vs. USD=X
UNAVX (USA Mutuals All Seasons Fund) is Tactical Allocation fund managed by USA Mutuals, while USD=X (USD Cash) is a currency. Over the past 5 years, UNAVX returned 6.06%/yr vs 0.00%/yr for USD=X.
Performance
UNAVX vs. USD=X - Performance Comparison
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Returns By Period
UNAVX
- 1D
- 0.15%
- 1M
- 1.30%
- YTD
- -1.53%
- 6M
- -1.91%
- 1Y
- 0.53%
- 3Y*
- 2.85%
- 5Y*
- 6.06%
- 10Y*
- —
USD=X
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- 0.00%
- 1Y
- 0.00%
- 3Y*
- 0.00%
- 5Y*
- 0.00%
- 10Y*
- 0.00%
UNAVX vs. USD=X - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UNAVX USA Mutuals All Seasons Fund | -1.53% | 1.91% | 6.76% | 3.44% | 6.91% | 11.74% | -8.36% | 25.57% | -4.91% | 4.62% |
USD=X USD Cash | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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Return for Risk
UNAVX vs. USD=X — Risk / Return Rank
UNAVX
USD=X
UNAVX vs. USD=X - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USA Mutuals All Seasons Fund (UNAVX) and USD Cash (USD=X). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| UNAVX | USD=X | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.02 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 0.04 | — | — |
| Martin ratioReturn relative to average drawdown | 0.08 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UNAVX | USD=X | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.06 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | — | — |
Drawdowns
UNAVX vs. USD=X - Drawdown Comparison
The maximum UNAVX drawdown since its inception was -30.05%, which is greater than USD=X's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for UNAVX and USD=X.
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Drawdown Indicators
| UNAVX | USD=X | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.05% | 0.00% | -30.05% |
Max Drawdown (1Y)Largest decline over 1 year | -8.10% | 0.00% | -8.10% |
Max Drawdown (3Y)Largest decline over 3 years | -8.10% | 0.00% | -8.10% |
Max Drawdown (5Y)Largest decline over 5 years | -8.10% | 0.00% | -8.10% |
Max Drawdown (10Y)Largest decline over 10 years | — | 0.00% | — |
Current DrawdownCurrent decline from peak | -4.67% | 0.00% | -4.67% |
Average DrawdownAverage peak-to-trough decline | -4.75% | 0.00% | -4.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.73% | 0.00% | +3.73% |
Volatility
UNAVX vs. USD=X - Volatility Comparison
USA Mutuals All Seasons Fund (UNAVX) has a higher volatility of 1.05% compared to USD Cash (USD=X) at 0.00%. This indicates that UNAVX's price experiences larger fluctuations and is considered to be riskier than USD=X based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UNAVX | USD=X | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.05% | 0.00% | +1.05% |
Volatility (6M)Calculated over the trailing 6-month period | 3.85% | 0.00% | +3.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.82% | 0.00% | +4.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.70% | 0.00% | +7.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.81% | 0.00% | +12.81% |
Frequently Asked Questions
UNAVX has higher volatility (1.05%) compared to USD=X (0.00%). In terms of maximum drawdown, UNAVX dropped -30.05% vs USD=X's 0.00%.
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