Nasdaq - Delayed Quote USD

Vest Bitcoin Strategy Mgd Vol Y (BTCYX)

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

Investment Information

Min Initial Investment
10,000,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
100,000
Min Subsequent Investment
10,000,000
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
1

Broker Availability

  • (Junk)CommonWealth PPS
  • Commonwealth Universe
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Mid Atlantic Clearing and Settlement

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.

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

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 --

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