Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
10,000+ US Securities
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Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
Invest in 50+ Global Mutual Funds
* Offering through VF Securities, Inc. (member FINRA/SIPC)
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The adviser seeks to achieve the fund"s investment objective by investing primarily in equity securities of U.S. companies and applying an upside convexity option overlay strategy to the equity investments. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. companies, primarily by purchasing exchange-traded funds ("ETFs"). The upside convexity option overlay strategy consists of purchasing exchange-traded and over the counter ("OTC") call options on the S&P 500 Index or an S&P 500 Index ETF. more
Time Frame | SPUC | S&P500 | |
---|---|---|---|
1-Week Return | 0.72%% | % | 0.59%% |
1-Month Return | 5.04%% | % | 3.33%% |
3-Month Return | 14.46%% | % | 9.45%% |
6-Month Return | 17.68%% | % | 11.22%% |
1-Year Return | 20.36%% | % | 18.12%% |
3-Year Return | 74.5%% | % | 66.07%% |
5-Year Return | 98.09%% | % | 94.86%% |
10-Year Return | 92.84%% | % | 229.59%% |