BUMGX
Vest US LargeCap 10 Buffer-Inv
$18.90
0.01 (0.05%)
Currency in USD / Last Updated: 7/9/2024
| Category | Options Trading |
|---|---|
| Market Cap | 412.948M |
| 52 Week High | 18.9 |
| 52 Week Low | 15.3 |
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Key Data
| Symbol | BUMGX |
|---|---|
| Type | Mutual Fund |
| Category | Options Trading |
| Price | 18.9 |
| Price Yesterday | 18.89 |
| Market Cap | 412.95 |
| YTD Return | 10.27% |
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 | 18.90 |
|---|---|
| 52 Week Low | 15.30 |
| Market Cap | 412.95M |
| Shares Outstanding | 21.85M |
| 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 | 14.28% |
|---|---|
| Five Days | 45.51% |
| One Months | 29.20% |
| Three Months | 19.24% |
| Six Months | 22.29% |
| Nine Months | 26.15% |
| One Year | 17.56% |
| Three Years | 7.12% |
| Five Years | 9.01% |
| Ten Years | -999 |
| YTD | 20.88% |
| Since Inception | 8.59% |
Returns Total
| One Day | 0.05% |
|---|---|
| Five Days | 0.75% |
| One Month | 2.05% |
| Three Months | 4.42% |
| Six Months | 10.40% |
| Nine Months | 18.79% |
| One Year | 17.54% |
| Three Years | 22.81% |
| Five Years | 53.80% |
| Ten Years | -999 |
| YTD | 10.27% |
| Since Inception | 86.37% |
Yearly Returns
| 2024 | 10.27% |
|---|---|
| 2023 | 18.78% |
| 2022 | -10.09% |
| 2021 | 12.16% |
| 2020 | 10.36% |
| 2019 | 17.39% |
| 2018 | -2.46% |
| 2017 | 11.66% |
| 2016 | 0.01% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -3.55% |
|---|---|
| Beta | 0.67 |
| Correlation | 97.86% |
| Downside Deviation | 2.06% |
| Coefficient of determination | 95.76% |
| Standard Deviation | 2.22% |
| Sharpe Ratio | -1.45 |
| Sortino | -5.43 |
| Treynor | 18.07 |
| Ulcer Index | 2.09 |
| Ulcer Performance Index | -5.35 |