Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
Diversify into RBI-regulated P2P lending platforms and earn up to 11.5% p.a.
Invest in curated
corporate, gold, and govt. bonds
Earn income
while helping India move to clean energy
Connect with investors, share insights, and grow together.
Master the world of Alternative Investments with our in-depth courses
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Explore our range of financial tools to streamline your investment planning.
Read about our journey and get to know the leadership team at Vested
The fund seeks to participate in the upside returns of the stock market while limiting volatility and downside losses. The fund will generally not invest directly in equity securities. Instead, the fund will seek to gain exposure to the stock market through listed options on the S&P 500® Index (SPX) or SPDR® S&P 500 ETF (SPY), and through S&P 500® Index futures contracts, while simultaneously holding investments in U.S. Treasuries, U.S. Treasury futures contracts, and cash and cash equivalents to provide fixed income exposure. It is non-diversified. more
Time Frame | PBL | S&P500 |
---|---|---|
1-Week Return | 0.83% | 1.6% |
1-Month Return | 0.98% | 1.66% |
3-Month Return | -3.5% | 3.86% |
6-Month Return | 0.12% | 9.59% |
1-Year Return | 10.4% | 23.47% |
3-Year Return | 15.2% | 42.73% |
Time Frame | PBL | S&P500 |
---|---|---|
1-Week Return | 53.88% | 128.80% |
1-Month Return | 12.60% | 22.18% |
3-Month Return | -13.45% | 16.60% |
6-Month Return | 0.24% | 20.41% |
1-Year Return | 10.40% | 23.47% |
3-Year Return | 4.83% | 12.59% |
Sector | Weight |
---|---|
Information Technology | 32.92% |
Financials | 13.59% |
Consumer discretionary | 11.14% |
Health care | 10.24% |
Communication services | 9.82% |
All Others | 22.30% |