CBOE Vest Mutual Funds List
Here you can find all mutual funds issued by CBOE Vest and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 3
- Avg. Expense Ratio
- 1.86%
- Avg. 1 Year Return
- -1.25%
- Avg. 5 Year Return
- 6.38%
- Median Risk/Return Score
- 8 / 100
CBOE Vest Mutual Funds List
3 results
| 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 Bitcoin Strategy Managed Volatility Fund Inve... | Cryptocurrency | Aug 13, 2021 | 3.44% | -15.79% | — | 15.24% | 1 | ||||||||
| Cboe Vest US Large Cap 10% Buffer Fund | Options Trading | Aug 22, 2016 | 0.95% | 6.52% | — | 0.00% | 69 | ||||||||
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | Derivative Income, S&P 500 | Sep 10, 2017 | 1.20% | 2.38% | — | 12.79% | 8 |
Explore top CBOE Vest Mutual Fund Categories and Asset Classes
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 CBOE Vest Mutual funds by Risk/Return Score
The top CBOE Vest Mutual funds by PortfoliosLab Risk/Return Score are BUIGX (69) and KNGLX (8).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Cboe Vest US Large Cap 10% Buffer Fund | 69 | — | Aug 2016 | |
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 8 | — | Sep 2017 | |
| Vest Bitcoin Strategy Managed Volatility Fund Inve... | 1 | — | Aug 2021 |
Best-Performing CBOE Vest Mutual funds Over 5 Years
The top CBOE Vest Mutual funds is BUIGX (9.35%).
Across the lineup, CBOE Vest Mutual funds show an average 1-year return of -1.25% and an average 5-year return of 6.38%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Cboe Vest US Large Cap 10% Buffer Fund | 9.35% | — | Aug 2016 | |
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 3.41% | — | Sep 2017 |
Lowest-Cost CBOE Vest Mutual funds
The top CBOE Vest Mutual funds is BUIGX (0.95%).
With an average expense ratio of 1.86%, CBOE Vest Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Cboe Vest US Large Cap 10% Buffer Fund | 0.95% | — | Aug 2016 | |
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 1.20% | — | Sep 2017 | |
| Vest Bitcoin Strategy Managed Volatility Fund Inve... | 3.44% | — | Aug 2021 |
Highest-Yield CBOE Vest Mutual funds
The top CBOE Vest Mutual funds is BTCLX (15.24%).
Across the lineup, CBOE Vest Mutual funds show an average dividend yield of 9.34%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Vest Bitcoin Strategy Managed Volatility Fund Inve... | 15.24% | — | Aug 2021 | |
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 12.79% | — | Sep 2017 | |
| Cboe Vest US Large Cap 10% Buffer Fund | 0.00% | — | Aug 2016 |
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Top Mutual funds Comparisons
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