BUMGX
Vest US LargeCap 10 Buffer-Inv
$17.94
0.01 (0.06%)
Currency in USD / Last Updated: 4/24/2024
| Category | Options Trading |
|---|---|
| Market Cap | 474.739M |
| 52 Week High | 18.14 |
| 52 Week Low | 15.03 |
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Key Data
| Symbol | BUMGX |
|---|---|
| Type | Mutual Fund |
| Category | Options Trading |
| Price | 17.94 |
| Price Yesterday | 17.93 |
| Market Cap | 474.74 |
| YTD Return | 4.67% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0.02 |
| Prospectus | 0.012 |
Overview
| 52 Week High | 18.14 |
|---|---|
| 52 Week Low | 15.03 |
| Market Cap | 474.74M |
| Shares Outstanding | 26.46M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.00% |
Returns Annualized
| One Day | 15.10% |
|---|---|
| Five Days | 48.48% |
| One Months | -9.11% |
| Three Months | 12.76% |
| Six Months | 31.05% |
| Nine Months | 11.93% |
| One Year | 17.50% |
| Three Years | 6.12% |
| Five Years | 8.16% |
| Ten Years | -999 |
| YTD | 15.68% |
| Since Inception | 8.07% |
Returns Total
| One Day | 0.06% |
|---|---|
| Five Days | 0.79% |
| One Month | -0.83% |
| Three Months | 3.04% |
| Six Months | 14.34% |
| Nine Months | 8.86% |
| One Year | 17.49% |
| Three Years | 19.44% |
| Five Years | 47.90% |
| Ten Years | -999 |
| YTD | 4.67% |
| Since Inception | 76.89% |
Yearly Returns
| 2024 | 4.67% |
|---|---|
| 2023 | 18.78% |
| 2022 | -10.09% |
| 2021 | 12.16% |
| 2020 | 10.36% |
| 2019 | 17.39% |
| 2018 | -2.46% |
| 2017 | 11.66% |
| 2016 | 0.00% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -1.42% |
|---|---|
| Beta | 0.71 |
| Correlation | 98.13% |
| Downside Deviation | 2.09% |
| Coefficient of determination | 96.29% |
| Standard Deviation | 2.47% |
| Sharpe Ratio | -0.82 |
| Sortino | -3.36 |
| Treynor | 17.15 |
| Ulcer Index | 2.11 |
| Ulcer Performance Index | -3.34 |