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Vest Dividend AristocratsTgtIncInv (KNGLX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.46+0.06 (+0.48%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.60%
5-Year Average Return8.99%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (May 1, 2024)25.78%
Worst 1 Yr Total Return (May 1, 2024)N/A
Best 3-Yr Total Return25.78%
Worst 3-Yr Total Return7.09%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnKNGLXCategory
YTD8.79%11.36%
1-Month4.13%1.08%
3-Month8.79%5.12%
1-Year14.18%28.59%
3-Year7.36%9.08%
5-Year9.99%8.21%
10-Year0.00%7.85%
Last Bull Market33.95%22.28%
Last Bear Market-9.72%-18.84%

Annual Total Return (%) History

Year
KNGLXCategory
2024
N/AN/A
2023
6.50%N/A
2022
-7.09%N/A
2021
24.13%N/A
2020
7.10%4.24%
2019
25.78%18.81%
2018
-4.50%-5.81%
2017
N/A13.46%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.79%N/AN/AN/A
20231.47%3.52%-5.23%6.97%
2022-3.28%-9.72%-5.98%13.18%
20218.00%5.46%-1.99%11.20%
2020-23.33%17.05%7.51%11.00%
201911.83%2.68%3.30%6.04%
2018-2.70%0.41%7.35%-8.95%
20177.36%N/AN/AN/A

Rank In Category (By Total Return)

YTD20
1-Month22
3-Month20
1-Year62
3-Year50
5-Year17

Load Adjusted Returns

1-Year14.18%
3-Year7.36%
5-Year9.99%
10-YearN/A