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CBOE Vest S&P 500 Enhanced Gr Strat A (ENGAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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6.86+0.03 (+0.44%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.47%
5-year average return9.02%
Number of years up4
Number of years down2
Best 1-yr total return (2 May 2024)30.51%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return30.51%
Worst 3-yr total return6.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnENGAXCategory
YTD2.87%6.64%
1-month-0.58%1.03%
3-month2.10%3.58%
1-year12.36%16.67%
3-year5.59%6.96%
5-year8.87%6.01%
10-year0.00%4.42%
Last bull market10.65%12.48%
Last bear market-5.46%-10.95%

Annual total return (%) history

Year
ENGAXCategory
2024
N/AN/A
2023
13.72%N/A
2022
-7.43%N/A
2021
15.48%N/A
2020
12.25%7.16%
2019
30.51%11.34%
2018
-7.26%-3.45%
2017
N/A6.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.47%N/AN/AN/A
20233.26%5.15%-1.11%5.91%
2022-4.10%-5.46%-1.40%3.55%
20214.07%4.52%0.20%5.96%
2020-20.18%21.26%7.44%7.93%
201915.00%4.74%7.92%0.40%
2018-1.53%3.63%6.17%-14.40%
20172.44%3.39%4.26%N/A

Rank in category (by total return)

YTD60
1-month28
3-month58
1-year64
3-year45
5-year10

Load adjusted returns

1-year5.90%
3-year3.53%
5-year7.59%
10-yearN/A