Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
KNGCX (CBOE VEST S&P Dividend Aristocrats Target Income Fund C Class) 4.58% 8.28% 7.19% 4.22% NA NA NA
Data as of 06/10/2026, Common starting date is 09/12/2017
More Performance Analytics Comparison
Name Start Date End Date
KNGCX (CBOE VEST S&P Dividend Aristocrats Target Income Fund C Class) 09/12/2017 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
Annualized Return (%) 2.28 8.28 7.19 4.22 NA NA NA 4.58 5.04 7.91 5.66 -7.98 22.33 6.26 24.74 -5.25 8.43
Sharpe Ratio NA 0.58 0.35 0.10 NA NA NA 0.62 0.15 0.39 0.17 -0.49 1.81 0.18 2.02 -0.45 5.09
Standard Deviation(%) NA 10.55 12.12 13.99 NA NA NA 11.14 14.41 11.06 12.04 19.29 12.33 33.53 11.50 14.73 5.89
Draw Down(%) NA 8.92 15.00 18.85 NA NA NA 8.92 12.30 7.36 12.44 18.85 6.43 35.44 5.49 15.71 1.64
Yield(%) 0.00 11.41 10.51 7.32 6.42 4.28 3.21 6.51 7.22 13.61 7.03 3.50 4.49 3.01 3.98 3.61 0.74
Data as of 06/10/2026, Common starting date is 09/12/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
KNGCX (CBOE VEST S&P Dividend Aristocrats Target Income Fund C Class) 1.62%
Dec 2021 – Dec 2024
3.78%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
KNGCX (CBOE VEST S&P Dividend Aristocrats Target Income Fund C Class) 17.48%
Dec 2018 – Dec 2021
12.78%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return