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Nasdaq - Delayed Quote USD

Vest Bitcoin Strategy Mgd Vol R (BTCRX)

23.66
-6.28
(-20.98%)
At close: 6:45:08 PM EDT
Loading Chart for BTCRX
  • Previous Close 29.94
  • YTD Return -10.79%
  • Expense Ratio 0.49%
  • Category Digital Assets
  • Last Cap Gain --
  • Morningstar Rating --
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 14.71M
  • Beta (5Y Monthly) --
  • Yield --
  • 5y Average Return --
  • Holdings Turnover 456.06%
  • Last Dividend 2.52
  • Inception Date May 1, 2024

The adviser seeks to achieve total return by constructing a dynamic portfolio with the aim of both managing the volatility of the fund and reducing the impact on the fund's portfolio of significant market downturns during periods of high volatility in the price of Bitcoin. The fund invests substantially all of its assets in a combination of Bitcoin Futures and cash investments whose collective performance is designed to achieve total return with the aim of both managing the volatility of the fund and limiting losses due to severe sustained decline. The fund is non-diversified.

CBOE Vest

Fund Family

Digital Assets

Fund Category

14.71M

Net Assets

2024-05-01

Inception Date

Performance Overview: BTCRX

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Trailing returns as of 4/14/2025. Category is Digital Assets.

YTD Return

BTCRX
10.79%
Category
0.00%
 

1-Year Return

BTCRX
15.83%
Category
0.00%
 

3-Year Return

BTCRX
20.44%
Category
0.00%
 

5-Year Return

BTCRX
0.00%
Category
0.00%
 

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