Nasdaq - Delayed Quote USD

Vest Bitcoin Strategy Mgd Vol Y (BTCYX)

20.66 -0.12 (-0.58%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 39.59%
5y Average Return 0.00%
Number of Years Up 1
Number of Years Down 1
Best 1Y Total Return (Apr 26, 2024) 102.36%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 102.36%
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BTCYX
Category
YTD
50.07%
0.00%
1-Month
9.35%
0.00%
3-Month
50.07%
0.00%
1-Year
109.38%
0.00%
3-Year
0.00%
0.00%
5-Year
0.00%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
-42.75%
0.00%

Annual Total Return (%) History

Year
BTCYX
Category
2024
--
--
2023
102.36%
--
2022
-50.83%
--
2021
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 50.07% -- -- --
2023 45.04% 6.26% -12.33% 49.78%
2022 -1.01% -42.75% 0.74% -13.87%
2021 2.20% -- -- --

Rank in Category (By Total Return)

YTD 43
1-Month 65
3-Month 43
1-Year 44
3-Year --
5-Year --

Load Adjusted Returns

1-Year 109.38%
3-Year --
5-Year --
10-Year --

Performance & Risk

YTD Return 39.59%
5y Average Return 0.00%
Rank in Category (ytd) 43
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family CBOE Vest
Net Assets 5.63M
YTD Return 50.07%
Yield 8.62%
Morningstar Rating --
Inception Date Aug 13, 2021

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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