Cboe Vest Large Fund Quote
| BUAGX Fund | USD 17.79 0.03 0.17% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Cboe Vest is trading at 17.79 as of the 19th of April 2024; that is -0.17 percent decrease since the beginning of the trading day. The fund's open price was 17.82. Cboe Vest has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Cboe Vest Large are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 19th of February 2024 and ending today, the 19th of April 2024. Click here to learn more.
Under normal market conditions, the fund will invest at least 80 percent of the value of its net assets in a portfolio, or other investment companies that hold a portfolio, of FLEX Options linked to the index and that are designed to replicate the returns of the twelve 10 percent Buffer Strategies. More on Cboe Vest Large
Moving together with Cboe Mutual Fund
| 0.88 | ENGLX | Cboe Vest Sp | PairCorr |
| 0.93 | ENGIX | Cboe Vest Sp | PairCorr |
| 0.93 | ENGCX | Cboe Vest Sp | PairCorr |
| 0.93 | ENGAX | Cboe Vest Sp | PairCorr |
| 0.93 | ENGYX | Cboe Vest Sp | PairCorr |
| 0.84 | BTCLX | Cboe Vest Bitcoin | PairCorr |
| 0.84 | BTCYX | Cboe Vest Bitcoin | PairCorr |
Cboe Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Cboe Vest's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Cboe Vest or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | CBOE Vest Funds, Large Growth Funds, Options Trading Funds, Options Trading, CBOE Vest, Large Blend, Options Trading (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Cboe Vest Large [BUAGX] is traded in USA and was established 19th of April 2024. Cboe Vest is listed under CBOE Vest category by Fama And French industry classification. The fund is listed under Options Trading category and is part of CBOE Vest family. This fund currently has accumulated 430.22 M in assets under management (AUM) with no minimum investment requirementsCboe Vest Large is currently producing year-to-date (YTD) return of 4.78%, while the total return for the last 3 years was 6.3%.
Check Cboe Vest Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Cboe Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Cboe Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Cboe Vest Large Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Cboe Vest Large Mutual Fund Constituents
| SPY | SPDR SP 500 | Etf | Large Blend |
Cboe Vest Target Price Odds Analysis
Based on a normal probability distribution, the odds of Cboe Vest jumping above the current price in 90 days from now is about 50.0%. The Cboe Vest Large probability density function shows the probability of Cboe Vest mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Cboe Vest has a beta of 0.808 suggesting as returns on the market go up, Cboe Vest average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Cboe Vest Large will be expected to be much smaller as well. Additionally, cboe Vest Large has an alpha of 6.0E-4, implying that it can generate a 6.42E-4 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Cboe Vest to move above the current price in 90 days from now is about 50.0 (This Cboe Vest Large probability density function shows the probability of Cboe Mutual Fund to fall within a particular range of prices over 90 days) .
Cboe Vest Large Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Cboe Vest market risk premium is the additional return an investor will receive from holding Cboe Vest long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Cboe Vest. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Cboe Vest's alpha and beta are two of the key measurements used to evaluate Cboe Vest's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.4127 | |||
| Semi Deviation | 0.8559 | |||
| Standard Deviation | 0.9257 | |||
| Variance | 0.857 |
Cboe Vest Against Markets
Picking the right benchmark for Cboe Vest mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Cboe Vest mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Cboe Vest is critical whether you are bullish or bearish towards Cboe Vest Large at a given time. Please also check how Cboe Vest's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Cboe Vest without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Cboe Mutual Fund?
Before investing in Cboe Vest, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Cboe Vest. To buy Cboe Vest fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Cboe Vest. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Cboe Vest fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Cboe Vest Large fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Cboe Vest Large fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Cboe Vest Large, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Cboe Vest Large?
The danger of trading Cboe Vest Large is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Cboe Vest is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Cboe Vest. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Cboe Vest Large is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Cboe Vest Large. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in price. Note that the Cboe Vest Large information on this page should be used as a complementary analysis to other Cboe Vest's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Bonds Directory module to find actively traded corporate debentures issued by US companies.