Nasdaq - Delayed Quote USD

Vest Bitcoin Strategy Mgd Vol Y (BTCYX)

20.66 -0.12 (-0.58%)
At close: 8:00 PM EDT
Key Events
Loading Chart for BTCYX
DELL
  • Previous Close 20.78
  • YTD Return 50.07%
  • Expense Ratio 0.89%
  • Category --
  • Last Cap Gain --
  • Morningstar Rating --
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 5.63M
  • Beta (5Y Monthly) --
  • Yield 8.62%
  • 5y Average Return --
  • Holdings Turnover 413.89%
  • Last Dividend 1.91
  • Inception Date Aug 13, 2021

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

--

Fund Category

5.63M

Net Assets

2021-08-13

Inception Date

Performance Overview: BTCYX

Trailing returns as of 4/26/2024.

YTD Return

BTCYX
50.07%
Category
0.00%
 

1-Year Return

BTCYX
109.38%
Category
0.00%
 

3-Year Return

BTCYX
0.00%
Category
0.00%
 

5-Year Return

BTCYX
0.00%
Category
0.00%
 

Holdings: BTCYX

Top 1 Holdings (83.89% of Total Assets)

SymbolCompany% Assets
TOIXX
Money Market Obligations Trust - Federated Treasury Obligations Fund 83.89%

Related Mutual Fund News

Top Mutual Funds