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BUIGX vs. MRSK
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BUIGX vs. MRSK - 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 Agility Shares Managed Risk ETF (MRSK). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BUIGX achieves a 6.57% return, which is significantly higher than MRSK's 5.79% return.


BUIGX

1D
1.02%
1M
0.04%
6M
5.58%
YTD
6.57%
1Y
14.06%
3Y*
12.43%
5Y*
8.93%
10Y*
ALL TIME*
9.34%

MRSK

1D
0.23%
1M
0.67%
6M
4.40%
YTD
5.79%
1Y
16.09%
3Y*
10.11%
5Y*
7.55%
10Y*
ALL TIME*
11.01%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$0.00$0.00$0.00
$909.40K$1.63M$1.05M

BUIGX vs. MRSK - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
BUIGX
Cboe Vest US Large Cap 10% Buffer Fund
6.57%11.51%15.54%19.05%-9.88%12.51%13.88%
MRSK
Agility Shares Managed Risk ETF
5.79%11.93%14.62%13.29%-11.86%20.74%15.57%

Correlation

The correlation between BUIGX and MRSK is 0.81, meaning they have usually moved in the same direction, including during past declines.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.81

Correlation (3Y)
Balances recent behavior with more history.

0.81

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.82

Correlation (All Time)
Calculated using the full available price history since Jun 25, 2020

0.79

The correlation between BUIGX and MRSK has been stable across timeframes, ranging from 0.79 to 0.82 - a consistent structural relationship.

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Return for Risk

BUIGX vs. MRSK — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

BUIGX
BUIGX Risk / Return Rank: 6767
Overall Rank
BUIGX Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
BUIGX Sortino Ratio Rank: 5151
Sortino Ratio Rank
BUIGX Omega Ratio Rank: 7070
Omega Ratio Rank
BUIGX Calmar Ratio Rank: 7676
Calmar Ratio Rank
BUIGX Martin Ratio Rank: 9090
Martin Ratio Rank

MRSK
MRSK Risk / Return Rank: 5757
Overall Rank
MRSK Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
MRSK Sortino Ratio Rank: 5454
Sortino Ratio Rank
MRSK Omega Ratio Rank: 5858
Omega Ratio Rank
MRSK Calmar Ratio Rank: 5353
Calmar Ratio Rank
MRSK Martin Ratio Rank: 6262
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

BUIGX vs. MRSK - 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 Agility Shares Managed Risk ETF (MRSK). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BUIGXMRSKDifference
Sharpe ratioReturn per unit of total volatility

+0.01

Sortino ratioReturn per unit of downside risk

+0.07

Omega ratioGain probability vs. loss probability

1.31

1.25

+0.06

Calmar ratioReturn relative to maximum drawdown

2.48

1.89

+0.60

Martin ratioReturn relative to average drawdown

12.23

7.39

+4.84

BUIGX vs. MRSK - Sharpe Ratio Comparison

The current BUIGX Sharpe Ratio is 1.36, which is comparable to the MRSK Sharpe Ratio of 1.35. The chart below compares the historical Sharpe Ratios of BUIGX and MRSK, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

BUIGX vs. MRSK - Drawdown Comparison

The maximum BUIGX drawdown since its inception was -22.01%, which is greater than MRSK's maximum drawdown of -14.70%. Use the drawdown chart below to compare losses from any high point for BUIGX and MRSK.


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Drawdown Indicators


BUIGXMRSKDifference

Max Drawdown

Largest peak-to-trough decline

-22.01%

-14.70%

-7.31%

Max Drawdown (1Y)

Largest decline over 1 year

-5.12%

-7.82%

+2.70%

Max Drawdown (3Y)

Largest decline over 3 years

-13.94%

-12.22%

-1.72%

Max Drawdown (5Y)

Largest decline over 5 years

-15.22%

-14.70%

-0.52%

Current Drawdown

Current decline from peak

-0.67%

0.00%

-0.67%

Average Drawdown

Average peak-to-trough decline

-2.29%

-3.51%

+1.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.04%

1.99%

-0.95%

Volatility

BUIGX vs. MRSK - Volatility Comparison

Cboe Vest US Large Cap 10% Buffer Fund (BUIGX) has a higher volatility of 1.97% compared to Agility Shares Managed Risk ETF (MRSK) at 1.77%. This indicates that BUIGX's price experiences larger fluctuations and is considered to be riskier than MRSK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BUIGXMRSKDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.97%

1.77%

+0.20%

Volatility (6M)

Calculated over the trailing 6-month period

5.79%

8.05%

-2.26%

Volatility (1Y)

Calculated over the trailing 1-year period

9.38%

10.94%

-1.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.60%

11.77%

-0.17%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.64%

11.80%

-0.16%

BUIGX vs. MRSK - Expense Ratio Comparison

BUIGX has a 0.95% expense ratio, which is lower than MRSK's 0.99% expense ratio.


Dividends

BUIGX vs. MRSK - Dividend Comparison

BUIGX has not paid dividends to shareholders, while MRSK's dividend yield for the trailing twelve months is around 0.35%.


PositionTTM2025202420232022202120202019
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%
MRSK
Agility Shares Managed Risk ETF
0.35%0.37%0.44%0.60%1.11%14.20%4.29%0.00%

Frequently Asked Questions


BUIGX and MRSK have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BUIGX has higher volatility (1.97%) compared to MRSK (1.77%). In terms of maximum drawdown, BUIGX dropped -22.01% vs MRSK's -14.70%.

BUIGX currently has the higher Sharpe Ratio (1.36 vs 1.35), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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