Nasdaq - Delayed Quote • USD
Vest Bitcoin Strategy Mgd Vol Inv (BTCLX)
At close: 8:00 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | -- |
| Best 1Y Total Return | 101.36% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 1 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | 42.88% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 43 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | -- |
| Morningstar Risk Rating | -- |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| BTCLX | Category Average | BTCLX | Category Average | BTCLX | Category Average | |
| Alpha | -- | -- | -- | -- | -- | -- |
| BETA | -- | -- | -- | -- | -- | -- |
| Mean Annual Return | -- | -- | -- | -- | -- | -- |
| R-squared | -- | -- | -- | -- | -- | -- |
| Standard Deviation | -- | -- | -- | -- | -- | -- |
| Sharpe Ratio | -- | -- | -- | -- | -- | -- |
| Treynor Ratio | -- | -- | -- | -- | -- | -- |
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