The Best Defined Outcome Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Defined Outcome mutual funds.
- Number of Funds
- 1
- Avg. Expense Ratio
- 0.95%
- Avg. Yield
- 0.00%
- Avg. 1 Year Return
- 11.77%
- Median Risk/Return Score
- 86 / 100
The Best Defined Outcome Mutual Funds
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Vest U.S. Large Cap 20% Buffer Strategies Fund Ins... | Defined Outcome | Dec 21, 2016 | 0.95% | 4.13% | — | 0.00% | 86 |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Defined Outcome Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Vest U.S. Large Cap 20% Buffer Strategies Fund Ins... | 86 | — | Dec 2016 |
Best-Performing Defined Outcome Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Vest U.S. Large Cap 20% Buffer Strategies Fund Ins... | 7.56% | — | Dec 2016 |
Lowest-Cost Defined Outcome Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Vest U.S. Large Cap 20% Buffer Strategies Fund Ins... | 0.95% | — | Dec 2016 |
Highest-Yield Defined Outcome Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Vest U.S. Large Cap 20% Buffer Strategies Fund Ins... | 0.00% | — | Dec 2016 |
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