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
KNGLX (CBOE VEST S&P Dividend Aristocrats Target Income Fund Investor Class) 3.58% 8.77% 8.05% 4.65% NA NA NA
Data as of 06/04/2026, Common starting date is 09/12/2017
More Performance Analytics Comparison
Name Start Date End Date
KNGLX (CBOE VEST S&P Dividend Aristocrats Target Income Fund Investor Class) 09/12/2017 06/04/2026
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 (%) 0.27 8.77 8.05 4.65 NA NA NA 3.58 6.42 7.84 6.46 -7.07 24.17 7.12 25.81 -4.37 8.54
Sharpe Ratio NA 0.49 0.40 0.15 NA NA NA 0.34 0.25 0.37 0.23 -0.44 1.95 0.20 2.12 -0.34 5.10
Standard Deviation(%) NA 10.57 12.31 14.04 NA NA NA 11.38 14.38 11.37 12.04 19.27 12.38 33.54 11.48 16.93 5.97
Draw Down(%) NA 8.90 14.79 18.25 NA NA NA 8.90 12.20 7.32 12.34 18.25 6.27 35.33 5.44 15.38 1.54
Yield(%) 0.00 12.15 11.15 7.88 7.21 4.81 3.61 6.78 7.92 13.56 7.85 4.26 6.10 3.67 4.77 4.37 0.85
Data as of 06/04/2026, 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
KNGLX (CBOE VEST S&P Dividend Aristocrats Target Income Fund Investor Class) 2.18%
Dec 2021 – Dec 2024
4.62%
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
KNGLX (CBOE VEST S&P Dividend Aristocrats Target Income Fund Investor Class) 18.72%
Dec 2018 – Dec 2021
13.69%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return