Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BUMGX (CBOE Vest S&P 500 Buffer Protect Strateg) | 4.41% | 14.35% | 13.06% | 8.58% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/13/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BUMGX (CBOE Vest S&P 500 Buffer Protect Strateg) | 12/13/2016 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.67 | 14.35 | 13.06 | 8.58 | NA | NA | NA | … | … | 4.41 | 11.90 | 15.23 | 18.78 | -10.15 | 12.16 | 10.36 | 17.38 | -2.46 | 11.67 | -0.78 |
| Sharpe Ratio | NA | 1.49 | 0.94 | 0.53 | NA | NA | NA | … | … | 1.25 | 0.62 | 1.02 | 1.52 | -0.71 | 2.11 | 0.45 | 1.99 | -0.41 | 2.83 | -4.60 |
| Standard Deviation(%) | NA | 9.39 | 11.25 | 11.89 | NA | NA | NA | … | … | 8.02 | 14.82 | 9.51 | 9.63 | 16.28 | 5.74 | 22.46 | 8.04 | 9.23 | 3.91 | 3.12 |
| Draw Down(%) | NA | 5.13 | 13.97 | 15.25 | NA | NA | NA | … | … | 5.13 | 13.97 | 4.58 | 7.72 | 15.19 | 2.32 | 23.22 | 4.33 | 12.15 | 1.95 | 0.78 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.07 | 0.05 | 0.04 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.34 | 0.28 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/13/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BUMGX (CBOE Vest S&P 500 Buffer Protect Strateg) |
1.79%
Mar 2017 – Mar 2020 |
4.49%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BUMGX (CBOE Vest S&P 500 Buffer Protect Strateg) |
16.35%
Sep 2022 – Sep 2025 |
11.16%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart