New Zealand markets closed

Vest US Large Cap 20% Buffer Strats Inv (ENGLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
7.140.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.23%
5-year average return10.47%
Number of years up4
Number of years down2
Best 1-yr total return (9 May 2024)30.32%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return30.32%
Worst 3-yr total return7.74%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnENGLXCategory
YTD2.92%6.64%
1-month-0.70%1.03%
3-month2.03%3.58%
1-year12.26%16.67%
3-year6.70%6.96%
5-year9.76%6.01%
10-year0.00%4.42%
Last bull market10.59%12.48%
Last bear market-5.45%-10.95%

Annual total return (%) history

Year
ENGLXCategory
2024
N/AN/A
2023
13.60%N/A
2022
-3.06%N/A
2021
13.74%N/A
2020
13.43%7.16%
2019
30.32%11.34%
2018
-7.24%-3.45%
2017
N/A6.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.65%N/AN/AN/A
20233.32%4.98%-0.92%5.71%
20220.31%-5.45%-1.19%3.43%
20214.02%4.54%0.19%4.40%
2020-20.14%21.42%7.42%8.90%
201914.85%4.82%1.61%6.53%
2018-1.53%3.62%6.16%-14.36%
20172.63%3.30%4.43%N/A

Rank in category (by total return)

YTD59
1-month32
3-month61
1-year65
3-year28
5-year4

Load adjusted returns

1-year12.26%
3-year6.70%
5-year9.76%
10-yearN/A