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 6.02%/yr vs 2.02%/yr for VZ. At a 0.21 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 -1.83% return, which is significantly lower than VZ's 15.81% return.
UNAVX
- 1D
- -0.08%
- 1M
- 0.08%
- YTD
- -1.83%
- 6M
- -1.97%
- 1Y
- 0.72%
- 3Y*
- 2.68%
- 5Y*
- 6.02%
- 10Y*
- —
VZ
- 1D
- -2.25%
- 1M
- -5.52%
- YTD
- 15.81%
- 6M
- 16.99%
- 1Y
- 14.37%
- 3Y*
- 16.33%
- 5Y*
- 2.02%
- 10Y*
- 3.62%
UNAVX vs. VZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UNAVX USA Mutuals All Seasons Fund | -1.83% | 1.91% | 6.76% | 3.44% | 6.91% | 11.74% | -8.36% | 25.57% | -4.91% | 4.62% |
VZ Verizon Communications Inc. | 15.81% | 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 -0.13, 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 | -0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.07 |
Correlation (All Time) Calculated using the full available price history since Oct 25, 2017 | 0.21 |
The correlation between UNAVX and VZ shifts across timeframes, from -0.13 (1 year) to 0.21 (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 | -0.48 | ||
| Sortino ratioReturn per unit of downside risk | -0.93 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.14 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 0.09 | 1.08 | -1.00 |
| Martin ratioReturn relative to average drawdown | 0.19 | 2.25 | -2.07 |
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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% | -13.32% | +5.22% |
Max Drawdown (3Y)Largest decline over 3 years | -8.10% | -14.93% | +6.83% |
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 | -4.96% | -9.76% | +4.80% |
Average DrawdownAverage peak-to-trough decline | -4.75% | -14.82% | +10.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.86% | 6.39% | -2.53% |
Volatility
UNAVX vs. VZ - Volatility Comparison
The current volatility for USA Mutuals All Seasons Fund (UNAVX) is 1.66%, while Verizon Communications Inc. (VZ) has a volatility of 7.90%. 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 | 1.66% | 7.90% | -6.24% |
Volatility (6M)Calculated over the trailing 6-month period | 4.09% | 18.43% | -14.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.02% | 23.13% | -18.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.73% | 21.77% | -14.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.79% | 20.42% | -7.63% |
Dividends
UNAVX vs. VZ - Dividend Comparison
UNAVX's dividend yield for the trailing twelve months is around 2.57%, less than VZ's 6.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UNAVX USA Mutuals All Seasons Fund | 2.57% | 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. | 6.05% | 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 -0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VZ has higher volatility (7.90%) compared to UNAVX (1.66%). In terms of maximum drawdown, UNAVX dropped -30.05% vs VZ's -50.66%.
VZ currently has the higher Sharpe Ratio (0.62 vs 0.14), 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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