UNAVX vs. VZ
UNAVX (USA Mutuals All Seasons Fund) is Tactical Allocation fund managed by USA Mutuals, while VZ (Verizon Communications Inc.) is a stock. Over the past 5 years, UNAVX returned 6.00%/yr vs 1.15%/yr for VZ. At a 0.20 correlation, their price movements are largely independent.
Performance
UNAVX vs. VZ - Performance Comparison
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Returns By Period
In the year-to-date period, UNAVX achieves a -3.73% return, which is significantly lower than VZ's 12.40% return.
UNAVX
- 1D
- -0.08%
- 1M
- -2.01%
- 6M
- -3.80%
- YTD
- -3.73%
- 1Y
- -2.69%
- 3Y*
- 1.27%
- 5Y*
- 6.00%
- 10Y*
- —
VZ
- 1D
- -0.66%
- 1M
- -3.29%
- 6M
- 15.65%
- YTD
- 12.40%
- 1Y
- 13.72%
- 3Y*
- 18.21%
- 5Y*
- 1.15%
- 10Y*
- 2.97%
UNAVX vs. VZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UNAVX USA Mutuals All Seasons Fund | -3.73% | 1.91% | 6.76% | 3.44% | 6.91% | 11.74% | -8.36% | 25.57% | -4.91% | 4.62% |
VZ Verizon Communications Inc. | 12.40% | 8.86% | 13.14% | 2.71% | -20.02% | -7.55% | -0.13% | 13.83% | 11.26% | 8.15% |
Correlation
The correlation between UNAVX and VZ is -0.16, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.04 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.06 |
Correlation (All Time) Calculated using the full available price history since Oct 25, 2017 | 0.20 |
The correlation between UNAVX and VZ shifts across timeframes, from -0.16 (1 year) to 0.20 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
UNAVX vs. VZ — Risk / Return Rank
UNAVX
VZ
UNAVX vs. VZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USA Mutuals All Seasons Fund (UNAVX) and Verizon Communications Inc. (VZ). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| UNAVX | VZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.10 | ||
| Sortino ratioReturn per unit of downside risk | -1.71 | ||
| Omega ratioGain probability vs. loss probability | 0.89 | 1.13 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | -0.33 | 0.81 | -1.14 |
| Martin ratioReturn relative to average drawdown | -0.64 | 1.88 | -2.51 |
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Drawdowns
UNAVX vs. VZ - Drawdown Comparison
The maximum UNAVX drawdown since its inception was -30.05%, smaller than the maximum VZ drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for UNAVX and VZ.
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Drawdown Indicators
| UNAVX | VZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.05% | -50.66% | +20.61% |
Max Drawdown (1Y)Largest decline over 1 year | -8.10% | -17.05% | +8.95% |
Max Drawdown (3Y)Largest decline over 3 years | -8.10% | -17.05% | +8.95% |
Max Drawdown (5Y)Largest decline over 5 years | -8.10% | -38.38% | +30.28% |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.21% | — |
Current DrawdownCurrent decline from peak | -6.80% | -12.42% | +5.62% |
Average DrawdownAverage peak-to-trough decline | -4.76% | -14.82% | +10.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.24% | 7.32% | -3.08% |
Volatility
UNAVX vs. VZ - Volatility Comparison
The current volatility for USA Mutuals All Seasons Fund (UNAVX) is 1.43%, while Verizon Communications Inc. (VZ) has a volatility of 9.25%. This indicates that UNAVX experiences smaller price fluctuations and is considered to be less risky than VZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UNAVX | VZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.43% | 9.25% | -7.82% |
Volatility (6M)Calculated over the trailing 6-month period | 4.29% | 19.81% | -15.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.11% | 24.15% | -19.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.70% | 22.04% | -14.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.74% | 20.55% | -7.81% |
Dividends
UNAVX vs. VZ - Dividend Comparison
UNAVX's dividend yield for the trailing twelve months is around 2.62%, less than VZ's 6.41% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UNAVX USA Mutuals All Seasons Fund | 2.62% | 2.52% | 2.88% | 1.62% | 0.00% | 0.00% | 0.00% | 5.70% | 0.85% | 0.61% | 0.00% | 0.00% |
VZ Verizon Communications Inc. | 6.41% | 6.68% | 6.68% | 6.96% | 6.53% | 4.85% | 4.21% | 3.95% | 4.22% | 4.39% | 4.26% | 4.79% |
Frequently Asked Questions
UNAVX and VZ have a correlation of -0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VZ has higher volatility (9.25%) compared to UNAVX (1.43%). In terms of maximum drawdown, UNAVX dropped -30.05% vs VZ's -50.66%.
VZ currently has the higher Sharpe Ratio (0.57 vs -0.53), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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