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Vest S&P500 Div Aristocrats Trgt Inc Inv (KNGLX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.81+0.03 (+0.23%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.29%
5-Year Average Return9.84%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (May 15, 2024)25.78%
Worst 1 Yr Total Return (May 15, 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
YTD3.93%11.36%
1-Month-4.47%1.08%
3-Month4.51%5.12%
1-Year6.96%28.59%
3-Year4.28%9.08%
5-Year8.65%8.21%
10-Year0.00%7.85%
Last Bull Market20.46%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)

YTD53
1-Month79
3-Month14
1-Year77
3-Year65
5-Year26

Load Adjusted Returns

1-Year6.96%
3-Year4.28%
5-Year8.65%
10-YearN/A