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
ENGAX (CBOE VEST S&P 500 Enhanced Growth Strate) 3.79% 11.08% 9.98% 7.32% NA NA NA
Data as of 06/03/2026, Common starting date is 02/03/2017
More Performance Analytics Comparison
Name Start Date End Date
ENGAX (CBOE VEST S&P 500 Enhanced Growth Strate) 02/03/2017 06/03/2026
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 (%) 0.24 11.08 9.98 7.32 NA NA NA 3.79 8.77 10.11 13.72 -64.01 15.55 12.25 30.51 -7.26 14.52
Sharpe Ratio NA 1.96 0.61 0.43 NA NA NA 1.40 0.64 0.21 1.48 -0.69 2.01 0.36 2.21 -0.56 2.82
Standard Deviation(%) NA 4.61 11.73 10.98 NA NA NA 5.02 9.34 17.14 6.47 94.61 7.71 32.82 13.19 15.47 5.49
Draw Down(%) NA 2.88 10.98 10.98 NA NA NA 2.88 9.14 10.98 4.06 65.50 2.87 32.97 7.15 20.67 2.24
Yield(%) 0.00 0.00 0.00 12.52 10.65 7.10 5.32 0.00 0.00 0.00 0.00 57.76 0.00 0.00 8.91 5.26 0.00
Data as of 06/03/2026, Common starting date is 02/03/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ENGAX (CBOE VEST S&P 500 Enhanced Growth Strate) 2.18%
Mar 2017 – Mar 2020
6.90%
Mar 2021 – Mar 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ENGAX (CBOE VEST S&P 500 Enhanced Growth Strate) 19.18%
Dec 2018 – Dec 2021
13.35%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return