Nasdaq - Delayed Quote USD
Vest Bitcoin Strategy Mgd Vol R (BTCRX)
23.66
-6.28
(-20.98%)
At close: 8:05:10 AM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -2.58% |
| 5y Average Return | 0.00% |
| Number of Years Up | -- |
| Number of Years Down | -- |
| Best 1Y Total Return (Apr 23, 2025) | -- |
| Worst 1Y Total Return (Apr 23, 2025) | -- |
| Best 3Y Total Return | -- |
| Worst 3Y Total Return | -- |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
BTCRX
Category
- YTD
- -10.79%
- 0.00%
- 1-Month
- -1.10%
- 0.00%
- 3-Month
- -10.79%
- 0.00%
- 1-Year
- 15.83%
- 0.00%
- 3-Year
- 20.44%
- 0.00%
- 5-Year
- 0.00%
- 0.00%
- 10-Year
- 0.00%
- 0.00%
- Last Bull Market
- 51.63%
- 0.00%
- Last Bear Market
- -42.75%
- 0.00%
Annual Total Return (%) History
Year
BTCRX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -10.79% | -- | -- | -- |
| 2024 | 5.18% | 37.91% | -- | -- |
Rank in Category (By Total Return)
| YTD | 13 |
| 1-Month | 14 |
| 3-Month | 13 |
| 1-Year | 20 |
| 3-Year | 1 |
| 5-Year | -- |
Load Adjusted Returns
| 1-Year | 15.83% |
| 3-Year | 20.44% |
| 5-Year | -- |
| 10-Year | -- |
Performance & Risk
| YTD Return | -2.58% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 13 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | -- |
| Morningstar Risk Rating | -- |
Fund Overview
| Category | Digital Assets |
| Fund Family | CBOE Vest |
| Net Assets | 14.71M |
| YTD Return | -10.79% |
| Yield | -- |
| Morningstar Rating | -- |
| Inception Date | May 01, 2024 |
Fund Summary
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.
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