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
KNGIX (CBOE VEST S&P Dividend Aristocrats Target Income Fund Institutional Class) 5.50% 10.26% 7.28% 4.78% NA NA NA
Data as of 06/09/2026, Common starting date is 09/12/2017
More Performance Analytics Comparison
Name Start Date End Date
KNGIX (CBOE VEST S&P Dividend Aristocrats Target Income Fund Institutional Class) 09/12/2017 06/09/2026
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 (%) 2.62 10.26 7.28 4.78 NA NA NA 5.50 6.15 5.35 6.72 -6.94 24.53 7.36 26.08 -4.34 8.77
Sharpe Ratio NA 0.70 0.35 0.13 NA NA NA 0.72 0.23 0.16 0.26 -0.43 1.99 0.21 2.15 -0.39 5.33
Standard Deviation(%) NA 10.56 12.02 13.95 NA NA NA 11.20 14.34 10.78 12.09 19.31 12.33 33.50 11.44 14.74 5.88
Draw Down(%) NA 8.84 14.63 18.13 NA NA NA 8.84 12.11 7.31 12.27 18.13 6.24 35.26 5.49 15.38 1.63
Yield(%) 0.00 12.27 10.34 7.68 7.11 4.74 3.56 6.85 8.17 11.28 8.01 4.44 6.37 3.88 5.06 4.43 0.88
Data as of 06/09/2026, 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
KNGIX (CBOE VEST S&P Dividend Aristocrats Target Income Fund Institutional Class) 1.52%
Dec 2021 – Dec 2024
4.24%
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
KNGIX (CBOE VEST S&P Dividend Aristocrats Target Income Fund Institutional Class) 19.01%
Dec 2018 – Dec 2021
13.36%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return