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Vest Us Large Cap 10% Buffer Strategies Fund Class Investor Shares: (MF: BUMGX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:25 PM ET

$21.65 USD

+0.02 (0.09%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 0.54 95
3 months 1.14 94
6 months 4.74 90
1 Year 11.00 81
3 Year 14.25 43
5 Year 8.70 32
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 11.29
5 Year 8.96
10 Year NA
Since Inception 8.66

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -3.49 7.24 5.18 2.23
2024 5.77 3.47 3.19 2.01
2023 5.33 6.57 -2.40 8.41
2022 -1.74 -10.08 -3.73 5.71
2021 3.21 3.58 0.45 4.42

Annual Return

2026202520242023202220212020201920182017
% Total Return 0.5411.2915.2218.78-10.0912.159.9917.10-2.4511.66
% Total Return Rel to Index -0.54-6.92-9.79-7.468.11-16.52-8.40-14.381.93-10.12
% Total Return Rel to Peer -1.33-3.215.305.622.870.65-0.69-0.094.03-1.79
% Perf Quintile vs Peer* 5.004.000.002.001.003.004.004.001.004.00
% Dividends 0.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.000.000.000.000.000.000.000.000.000.00
Expense Ratio 0.001.211.211.211.201.201.211.201.200.00

* 1 = Top 20%, 5 = Bottom 20%