VICEX - USA Mutuals Vitium Global Fund Investor Class Shares

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return12.53%
5-Year Average Return5.84%
Number of Years Up15
Number of Years Down2
Best 1 Yr Total Return (Feb 3, 2019)32.19%
Worst 1 Yr Total Return (Feb 3, 2019)-41.57%
Best 3-Yr Total Return32.19%
Worst 3-Yr Total Return-8.13%

Trailing Returns (%) Vs. Benchmarks

ReturnVICEXCategory
YTD-26.45%-8.34%
1-Month-18.56%-7.27%
3-Month-26.45%-5.49%
1-Year-19.78%3.66%
3-Year-5.01%6.85%
5-Year0.48%5.32%
10-Year7.43%7.93%
Last Bull Market30.04%18.89%
Last Bear Market-13.93%-19.84%

Annual Total Return (%) History

Year
VICEXCategory
2020
N/AN/A
2019
26.24%25.68%
2018
-21.27%-9.64%
2017
25.72%23.61%
2016
9.40%5.54%
2015
2.58%-1.69%
2014
0.78%2.79%
2013
32.19%25.19%
2012
21.16%15.84%
2011
10.82%-7.93%
2010
18.04%13.74%
2009
12.71%35.27%
2008
-41.57%-41.91%
2007
17.76%11.28%
2006
23.15%19.72%
2005
6.41%11.61%
2004
24.37%15.27%
2003
34.33%34.49%
2002
N/A-19.36%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-26.45%N/AN/AN/A
201915.75%2.88%-0.97%7.05%
20180.00%-4.88%-2.16%-15.40%
20177.24%5.70%2.74%7.95%
20164.95%2.15%3.57%-1.47%
20150.69%-1.36%-4.27%7.88%
20141.14%3.07%-3.64%0.33%
20139.47%1.64%9.44%8.55%
201212.94%-2.15%4.76%4.65%
20117.22%6.64%-14.22%12.98%
20106.34%-8.90%13.12%7.71%
2009-11.25%14.22%9.59%1.47%
2008-9.30%-12.54%-7.79%-20.12%
20072.26%5.60%11.40%-2.11%
200610.38%-1.38%1.79%11.14%
2005-1.28%5.90%0.31%1.47%
20045.79%3.52%-2.32%16.25%
2003-9.68%21.72%6.59%14.64%
2002-1.16%N/AN/AN/A

Rank In Category (By Total Return)

YTD89
1-Month91
3-Month89
1-Year89
3-Year91
5-Year74

Load Adjusted Returns

1-Year-19.78%
3-Year-5.01%
5-Year0.48%
10-Year7.43%