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
KNGYX (CBOE VEST S&P 500 Dividend Aristocrats Target Income Fund) 5.19% 9.66% 7.32% 5.08% NA NA NA
Data as of 06/10/2026, Common starting date is 07/24/2018
More Performance Analytics Comparison
Name Start Date End Date
KNGYX (CBOE VEST S&P 500 Dividend Aristocrats Target Income Fund) 07/24/2018 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
Annualized Return (%) 2.34 9.66 7.32 5.08 NA NA NA 5.19 6.33 5.66 7.00 -6.73 25.73 7.62 26.33 -4.83
Sharpe Ratio NA 0.72 0.37 0.16 NA NA NA 0.75 0.24 0.19 0.28 -0.42 2.07 0.22 2.15 -0.80
Standard Deviation(%) NA 10.59 12.03 13.96 NA NA NA 11.17 14.44 10.73 12.00 19.32 12.44 33.43 11.54 15.31
Draw Down(%) NA 8.87 14.65 17.96 NA NA NA 8.87 12.23 7.35 12.18 17.96 6.20 35.26 5.46 15.32
Yield(%) 0.00 12.45 10.52 8.01 6.68 4.46 3.34 6.98 8.33 11.47 8.20 4.62 7.50 4.03 5.30 2.45
Data as of 06/10/2026, Common starting date is 07/24/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
KNGYX (CBOE VEST S&P 500 Dividend Aristocrats Target Income Fund) 1.78%
Dec 2021 – Dec 2024
4.64%
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
KNGYX (CBOE VEST S&P 500 Dividend Aristocrats Target Income Fund) 19.57%
Dec 2018 – Dec 2021
13.81%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return