The Buffer Protect Strategy Scenario Analyzer is for illustrative purposes only and is not intended to be indicative of future results.
Key Assumptions and Limitations
The calculations of the reference asset level performance range and the Strategy’s hypothetical returns are based on the current values shown above.
The Strategy’s hypothetical return assumes the current reference asset level remains unchanged and the investment will be held to the end of the Target Outcome Period. The Strategy's hypothetical return utilizes the intrinsic value of the options positions used to establish the Cap and Buffer range. Due to the hypothetical nature of the returns, actual performance and returns of any product related to the strategy may be higher or lower than the returns depicted by the Buffer Protect Strategy Scenario Analyzer. Hypothetical returns do not reflect fees or expenses.
IMPORTANT: The projections or other information generated by this Buffer Protect Strategy Scenario Analyzer regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
Definitions
Buffer – A strategy that seeks to provide a buffer against the first 10%
(before fees, expenses and taxes) of losses in a reference asset, over a
one-year period.
Deep Buffer – A strategy that seeks to provide a buffer against losses in a
reference asset between -5% and -30% (before fees, expenses and taxes) over
a one-year period.
Blend – A combination of Buffer and Deep Buffer strategies, sharing the same
Target Outcome Period start and end dates.
Net – After fees and expenses, excluding brokerage commissions, trading
fees, taxes and extraordinary expenses not included in the Strategy's
management fee.
Target Outcome Start Date – The first day of the Target Outcome Period.
Target Outcome End Date – The last day of the Target Outcome Period.
Remaining Outcome Period – Represents the number of days remaining until the
end of the Target Outcome Period.
The outcome values may only be realized for an investor who holds shares for the outcome period shown.
Performance data quoted represents past performance. Past performance is not a guarantee of future results and current performance may be higher or lower than performance quoted. One cannot invest directly in an index. Investment returns and principal value will fluctuate, and shares, when sold or redeemed, may be worth more or less than their original cost.
The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. By providing this information,Vest is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA, the Internal Revenue Code or any other regulatory framework. Financial professionals are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their clients.
