Nasdaq - Delayed Quote USD
Vest S&P500 Div Aristocrats Trgt Inc A (KNGAX)
11.27
-0.07
(-0.62%)
At close: 8:01:25 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -1.99% |
| 5y Average Return | 10.37% |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Apr 25, 2025) | 25.64% |
| Worst 1Y Total Return (Apr 25, 2025) | -- |
| Best 3Y Total Return | 25.64% |
| Worst 3Y Total Return | 1.24% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
KNGAX
Category
- YTD
- 2.63%
- 11.36%
- 1-Month
- -1.30%
- 1.08%
- 3-Month
- 2.63%
- 5.12%
- 1-Year
- 1.65%
- 28.59%
- 3-Year
- 3.26%
- 9.08%
- 5-Year
- 13.04%
- 8.21%
- 10-Year
- 0.00%
- 7.85%
- Last Bull Market
- 11.48%
- 22.28%
- Last Bear Market
- -9.64%
- -18.84%
Annual Total Return (%) History
Year
KNGAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 2.63% | -- | -- | -- |
| 2024 | 6.10% | -4.52% | 10.45% | -6.07% |
| 2023 | 1.47% | 3.60% | -5.24% | 6.89% |
| 2022 | -3.28% | -9.64% | -6.05% | 12.92% |
| 2021 | 8.08% | 5.38% | -1.99% | 11.20% |
| 2020 | -23.32% | 17.14% | 7.50% | 10.89% |
| 2019 | 11.72% | 2.67% | 3.38% | 5.95% |
| 2018 | -2.69% | 0.54% | 7.24% | -8.82% |
| 2017 | 7.44% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 17 |
| 1-Month | 20 |
| 3-Month | 17 |
| 1-Year | 77 |
| 3-Year | 77 |
| 5-Year | 41 |
Load Adjusted Returns
| 1-Year | -4.19% |
| 3-Year | 1.24% |
| 5-Year | 11.71% |
| 10-Year | -- |
Performance & Risk
| YTD Return | -1.99% |
| 5y Average Return | 10.37% |
| Rank in Category (ytd) | 17 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.79 |
| Morningstar Risk Rating |
Fund Overview
| Category | Derivative Income |
| Fund Family | CBOE Vest |
| Net Assets | 57.02M |
| YTD Return | 2.63% |
| Yield | 0.81% |
| Morningstar Rating | |
| Inception Date | May 01, 2024 |
Fund Summary
The fund employs an investment approach designed to track the performance of the index before fees and expenses. The index is designed with the primary goal of generating an annualized level of income that is approximately 10% over the annual dividend yield of the S&P 500® Index and a secondary goal of generating price returns that are proportional to the price returns of the S&P 500® Index.
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