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BUIGX vs. GCPYX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BUIGX vs. GCPYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Cboe Vest US Large Cap 10% Buffer Fund (BUIGX) and Gateway Equity Call Premium Fund (GCPYX). The values are adjusted to include any dividend payments, if applicable.

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BUIGX vs. GCPYX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BUIGX
Cboe Vest US Large Cap 10% Buffer Fund
-2.01%11.51%15.54%19.05%-9.88%12.51%10.57%17.71%-2.19%11.41%
GCPYX
Gateway Equity Call Premium Fund
-2.97%12.59%18.15%17.59%-11.48%19.28%8.38%16.67%-5.37%11.70%

Returns By Period

In the year-to-date period, BUIGX achieves a -2.01% return, which is significantly higher than GCPYX's -2.97% return.


BUIGX

1D
2.00%
1M
-2.62%
YTD
-2.01%
6M
0.09%
1Y
12.81%
3Y*
12.55%
5Y*
8.01%
10Y*

GCPYX

1D
2.61%
1M
-4.04%
YTD
-2.97%
6M
1.12%
1Y
12.53%
3Y*
12.75%
5Y*
8.59%
10Y*
8.87%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BUIGX vs. GCPYX - Expense Ratio Comparison

BUIGX has a 0.95% expense ratio, which is higher than GCPYX's 0.68% expense ratio.


Return for Risk

BUIGX vs. GCPYX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BUIGX
BUIGX Risk / Return Rank: 5353
Overall Rank
BUIGX Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
BUIGX Sortino Ratio Rank: 5050
Sortino Ratio Rank
BUIGX Omega Ratio Rank: 5959
Omega Ratio Rank
BUIGX Calmar Ratio Rank: 4545
Calmar Ratio Rank
BUIGX Martin Ratio Rank: 6969
Martin Ratio Rank

GCPYX
GCPYX Risk / Return Rank: 3737
Overall Rank
GCPYX Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
GCPYX Sortino Ratio Rank: 5656
Sortino Ratio Rank
GCPYX Omega Ratio Rank: 6161
Omega Ratio Rank
GCPYX Calmar Ratio Rank: 1212
Calmar Ratio Rank
GCPYX Martin Ratio Rank: 1414
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BUIGX vs. GCPYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Cboe Vest US Large Cap 10% Buffer Fund (BUIGX) and Gateway Equity Call Premium Fund (GCPYX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


BUIGXGCPYXDifference

Sharpe ratio

Return per unit of total volatility

0.95

0.99

-0.04

Sortino ratio

Return per unit of downside risk

1.51

1.62

-0.11

Omega ratio

Gain probability vs. loss probability

1.25

1.25

-0.01

Calmar ratio

Return relative to maximum drawdown

1.31

0.44

+0.87

Martin ratio

Return relative to average drawdown

7.25

1.68

+5.57

BUIGX vs. GCPYX - Sharpe Ratio Comparison

The current BUIGX Sharpe Ratio is 0.95, which is comparable to the GCPYX Sharpe Ratio of 0.99. The chart below compares the historical Sharpe Ratios of BUIGX and GCPYX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


BUIGXGCPYXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.95

0.99

-0.04

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.70

0.73

-0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.73

Sharpe Ratio (All Time)

Calculated using the full available price history

0.74

0.67

+0.07

Correlation

The correlation between BUIGX and GCPYX is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

BUIGX vs. GCPYX - Dividend Comparison

BUIGX has not paid dividends to shareholders, while GCPYX's dividend yield for the trailing twelve months is around 0.45%.


TTM20252024202320222021202020192018201720162015
BUIGX
Cboe Vest US Large Cap 10% Buffer Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.32%0.68%0.00%0.00%0.00%0.00%
GCPYX
Gateway Equity Call Premium Fund
0.45%0.44%0.73%0.92%0.96%0.47%0.82%1.07%1.12%1.03%1.15%1.47%

Drawdowns

BUIGX vs. GCPYX - Drawdown Comparison

The maximum BUIGX drawdown since its inception was -22.01%, smaller than the maximum GCPYX drawdown of -25.24%. Use the drawdown chart below to compare losses from any high point for BUIGX and GCPYX.


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Drawdown Indicators


BUIGXGCPYXDifference

Max Drawdown

Largest peak-to-trough decline

-22.01%

-25.24%

+3.23%

Max Drawdown (1Y)

Largest decline over 1 year

-8.91%

-10.62%

+1.71%

Max Drawdown (5Y)

Largest decline over 5 years

-15.22%

-18.33%

+3.11%

Max Drawdown (10Y)

Largest decline over 10 years

-25.24%

Current Drawdown

Current decline from peak

-3.22%

-4.59%

+1.37%

Average Drawdown

Average peak-to-trough decline

-2.36%

-2.85%

+0.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.65%

4.04%

-2.39%

Volatility

BUIGX vs. GCPYX - Volatility Comparison

The current volatility for Cboe Vest US Large Cap 10% Buffer Fund (BUIGX) is 3.66%, while Gateway Equity Call Premium Fund (GCPYX) has a volatility of 4.37%. This indicates that BUIGX experiences smaller price fluctuations and is considered to be less risky than GCPYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BUIGXGCPYXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.66%

4.37%

-0.71%

Volatility (6M)

Calculated over the trailing 6-month period

8.09%

7.40%

+0.69%

Volatility (1Y)

Calculated over the trailing 1-year period

13.97%

15.89%

-1.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.53%

12.31%

-0.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.77%

12.45%

-0.68%