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Vest S&P500 Div Aristocrats Trgt Inc Ins (KNGIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.000.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.31%
5-year average return7.34%
Number of years up4
Number of years down2
Best 1-yr total return (1 Jul 2024)26.06%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return26.06%
Worst 3-yr total return7.34%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnKNGIXCategory
YTD2.75%11.36%
1-month1.21%1.08%
3-month0.73%5.12%
1-year12.35%28.59%
3-year3.25%9.08%
5-year9.85%8.21%
10-year0.00%7.85%
Last bull market17.59%22.28%
Last bear market-9.64%-18.84%

Annual total return (%) history

Year
KNGIXCategory
2024
N/AN/A
2023
6.75%N/A
2022
-6.95%N/A
2021
24.50%N/A
2020
7.34%4.24%
2019
26.06%18.81%
2018
-4.25%-5.81%
2017
N/A13.46%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.23%-4.51%N/AN/A
20231.60%3.59%-5.17%6.97%
2022-3.23%-9.64%-5.98%13.19%
20218.14%5.44%-1.92%11.33%
2020-23.27%17.22%7.56%10.96%
201911.89%2.72%3.44%6.03%
2018-2.69%0.60%7.27%-8.83%
20177.59%N/AN/AN/A

Rank in category (by total return)

YTD86
1-month83
3-month82
1-year64
3-year82
5-year33

Load adjusted returns

1-year12.35%
3-year3.25%
5-year9.85%
10-yearN/A