Vest Mutual Funds List
Here you can find all mutual funds issued by Vest and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 1
- Avg. Expense Ratio
- 0.95%
- Avg. 1 Year Return
- 11.77%
- Avg. 5 Year Return
- 7.56%
- Median Risk/Return Score
- 86 / 100
Vest Mutual Funds List
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 |
Explore top 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 Vest 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 Vest 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 Vest Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Vest U.S. Large Cap 20% Buffer Strategies Fund Ins... | 0.95% | — | Dec 2016 |
Highest-Yield Vest 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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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.