Nasdaq
USD
CYBER HORNET S&P 500 (INDEX)
71.77
-1.33
(-1.82%)
At close: October 30 at 8:02:29 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 13.56% |
|---|---|
| 5y Average Return | 10.97% |
| Number of Years Up | 8 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Oct 29, 2026) | 29.11% |
| Worst 1Y Total Return (Oct 29, 2026) | -- |
| Best 3Y Total Return | 29.11% |
| Worst 3Y Total Return | 6.73% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
INDEX
Category
- YTD
- 12.51%
- 5.31%
- 1-Month
- -0.39%
- -4.19%
- 3-Month
- 2.23%
- 3.90%
- 1-Year
- 15.64%
- 20.31%
- 3-Year
- 21.58%
- 6.48%
- 5-Year
- 11.92%
- 11.78%
- 10-Year
- 13.15%
- 10.96%
- Last Bull Market
- 24.70%
- 25.56%
- Last Bear Market
- -14.50%
- -15.11%
Annual Total Return (%) History
Year
INDEX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-4.43% | 15.15% | 2.23% | -- |
|
2025
|
-4.31% | 10.81% | 8.08% | 2.78% |
|
2024
|
10.48% | 4.21% | 5.83% | 2.36% |
|
2023
|
3.09% | 3.91% | -5.07% | 8.72% |
|
2022
|
-2.76% | -14.50% | -4.76% | 11.37% |
|
2021
|
11.26% | 6.79% | -0.29% | 8.98% |
|
2020
|
-26.49% | 21.55% | 6.69% | 18.29% |
|
2019
|
14.87% | 3.62% | 0.74% | 7.55% |
|
2018
|
-1.05% | 2.70% | 5.38% | -13.92% |
|
2017
|
5.41% | 2.42% | 3.54% | 6.26% |
Rank in Category (By Total Return)
| YTD | 38 |
| 1-Month | 32 |
|---|---|
| 3-Month | 39 |
| 1-Year | 29 |
| 3-Year | 48 |
| 5-Year | 58 |
Load Adjusted Returns
| 1-Year | 15.64% |
| 3-Year | 21.58% |
|---|---|
| 5-Year | 11.92% |
| 10-Year | 13.15% |
Performance & Risk
| YTD Return | 13.56% |
| 5y Average Return | 10.97% |
| Rank in Category (ytd) | 38 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.97 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | CYBER HORNET TRUST |
| Net Assets | 174.32M |
| YTD Return | 12.51% |
| Yield | 0.73% |
| Morningstar Rating | |
| Inception Date | Apr 30, 2015 |
Fund Summary
The fund will invest, under normal circumstances, at least 80% of its net assets and borrowings for investment purposes in securities of issuers included in the index. The index is designed to measure the performance of 500 U.S. companies chosen for market size, liquidity and industry grouping, among other factors. In some instances, one or more of the 500 companies may have more than one share class included in the index. The fund is non-diversified.
