USD=X vs. UNAVX
USD=X (USD Cash) is a currency, while UNAVX (USA Mutuals All Seasons Fund) is Tactical Allocation fund managed by USA Mutuals. Over the past 5 years, USD=X returned 0.00%/yr vs 6.10%/yr for UNAVX.
Performance
USD=X vs. UNAVX - Performance Comparison
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Returns By Period
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
- 1D
- 1.34%
- 1M
- 1.22%
- YTD
- -1.16%
- 6M
- -1.60%
- 1Y
- 0.76%
- 3Y*
- 2.79%
- 5Y*
- 6.10%
- 10Y*
- —
USD=X vs. UNAVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USD=X USD Cash | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UNAVX USA Mutuals All Seasons Fund | -1.16% | 1.91% | 6.76% | 3.44% | 6.91% | 11.74% | -8.36% | 25.57% | -4.91% | 4.62% |
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Return for Risk
USD=X vs. UNAVX — Risk / Return Rank
USD=X
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
UNAVX
USD=X vs. UNAVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USD Cash (USD=X) and USA Mutuals All Seasons Fund (UNAVX). 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.
| USD=X | UNAVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.03 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 0.06 | — |
| Martin ratioReturn relative to average drawdown | — | 0.12 | — |
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Drawdowns
USD=X vs. UNAVX - Drawdown Comparison
The maximum USD=X drawdown since its inception was 0.00%, smaller than the maximum UNAVX drawdown of -30.05%. Use the drawdown chart below to compare losses from any high point for USD=X and UNAVX.
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Drawdown Indicators
| USD=X | UNAVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | 0.00% | -30.05% | +30.05% |
Max Drawdown (1Y)Largest decline over 1 year | 0.00% | -8.10% | +8.10% |
Max Drawdown (3Y)Largest decline over 3 years | 0.00% | -8.10% | +8.10% |
Max Drawdown (5Y)Largest decline over 5 years | 0.00% | -8.10% | +8.10% |
Max Drawdown (10Y)Largest decline over 10 years | 0.00% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -4.31% | +4.31% |
Average DrawdownAverage peak-to-trough decline | 0.00% | -4.75% | +4.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.00% | 3.80% | -3.80% |
Volatility
USD=X vs. UNAVX - Volatility Comparison
The current volatility for USD Cash (USD=X) is 0.00%, while USA Mutuals All Seasons Fund (UNAVX) has a volatility of 1.73%. This indicates that USD=X experiences smaller price fluctuations and is considered to be less risky than UNAVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USD=X | UNAVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.00% | 1.73% | -1.73% |
Volatility (6M)Calculated over the trailing 6-month period | 0.00% | 4.12% | -4.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 0.00% | 5.01% | -5.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 0.00% | 7.73% | -7.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 0.00% | 12.80% | -12.80% |
Frequently Asked Questions
UNAVX has higher volatility (1.73%) compared to USD=X (0.00%). In terms of maximum drawdown, USD=X dropped 0.00% vs UNAVX's -30.05%.
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