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
ENGIX (CBOE VEST S&P 500 Enhanced Growth Strate) 3.42% 11.15% 10.05% 7.36% NA NA NA
Data as of 06/05/2026, Common starting date is 12/27/2016
More Performance Analytics Comparison
Name Start Date End Date
ENGIX (CBOE VEST S&P 500 Enhanced Growth Strate) 12/27/2016 06/05/2026
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 (%) -0.57 11.15 10.05 7.36 NA NA NA 3.42 8.97 10.48 13.87 -62.58 15.79 13.66 30.71 -7.06 19.17 -0.70
Sharpe Ratio NA 2.02 0.63 0.46 NA NA NA 1.51 0.68 0.22 1.49 -0.70 2.05 0.41 2.23 -0.54 3.38 -18.49
Standard Deviation(%) NA 4.60 11.81 11.01 NA NA NA 5.03 9.22 17.34 6.49 91.11 7.68 32.93 13.15 15.47 5.50 2.43
Draw Down(%) NA 2.92 11.21 11.21 NA NA NA 2.92 9.06 11.21 4.11 64.16 2.87 33.00 7.10 20.68 2.33 0.70
Yield(%) 0.00 0.00 0.00 12.19 10.97 7.32 5.49 0.00 0.00 0.00 0.00 56.48 0.00 0.00 9.09 5.25 0.00 0.00
Data as of 06/05/2026, Common starting date is 12/27/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ENGIX (CBOE VEST S&P 500 Enhanced Growth Strate) 2.45%
Mar 2017 – Mar 2020
7.18%
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
ENGIX (CBOE VEST S&P 500 Enhanced Growth Strate) 19.82%
Dec 2018 – Dec 2021
13.84%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return