Option Writing: Total Returns

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Data through 4/21/2017. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Option Writing NaN NaN NaN NaN NaN NaN
Arin Large Cap Theta Advisor AVOAX 0.79 1.69 1.39 2.18 2.62 ---
Arin Large Cap Theta Institutional AVOLX 0.79 1.79 1.39 2.37 2.95 ---
AllianzGI Structured Return A AZIAX 0.70 1.34 1.02 4.94 4.34 ---
AllianzGI Structured Return C AZICX 0.65 1.12 0.85 4.11 3.54 ---
AllianzGI Structured Return Instl AZIIX 0.69 1.40 1.08 5.09 4.56 ---
AllianzGI Structured Return P AZIPX 0.70 1.41 1.09 5.12 4.50 ---
AllianzGI Structured Return R6 AZIRX 0.76 1.47 1.08 --- --- ---
AllianzGI US Equity-Hedged A AZUAX 0.00 2.74 1.63 8.84 3.53 ---
AllianzGI US Equity-Hedged C AZUCX -0.06 2.53 1.44 8.04 2.77 ---
AllianzGI US Equity-Hedged Instl AZUIX 0.06 2.85 1.68 9.10 3.80 ---
AllianzGI US Equity-Hedged P AZUPX 0.06 2.77 1.64 9.05 3.68 ---
Soundwatch Core Hedged Equity Instl BHHEX 0.83 4.56 3.13 --- --- ---
Bridgeway Managed Volatility BRBPX 0.00 2.03 0.69 3.90 2.51 4.40
CBOE Vest S&P 500® Bffr Prt Strt Instl BUIGX 0.28 4.41 3.50 --- --- ---
CBOE Vest S&P 500® Bffr Prt Strt Inv BUMGX 0.28 4.41 3.40 --- --- ---
Main BuyWrite I BUYWX 0.20 1.69 0.29 4.59 --- ---
Calamos Hedged Equity Income A CAHEX 0.00 2.61 2.11 7.08 --- ---
Calamos Hedged Equity Income T CAHTX 0.00 --- --- --- --- ---
Iron Equity Premium Income Investor CALIX 0.56 4.69 3.11 10.71 --- ---
Iron Equity Premium Income Institutional CALLX 0.59 4.82 3.15 11.13 --- ---
Calamos Hedged Equity Income C CCHEX -0.10 2.36 1.96 6.27 --- ---
Crow Point Defined Risk Global Eq Inc A CGHAX -0.72 1.49 1.12 2.42 -1.04 ---
Crow Point Defined Risk Global Eq Inc I CGHIX -0.71 1.66 1.29 2.80 -0.75 ---
Calamos Hedged Equity Income I CIHEX 0.00 2.68 2.18 7.35 --- ---
Camelot Premium Return C CPRCX 1.33 2.99 1.02 13.37 3.45 7.31
Camelot Premium Return A CPRFX 1.31 3.17 1.20 14.11 4.22 8.09
Camelot Premium Return I CPRIX 1.47 3.33 1.37 --- --- ---
MAI Managed Volatility Investor DIVPX 0.09 2.13 1.47 5.83 3.31 4.80
CBOE Vest S&P 500® Enhanced Gr Strat A ENGAX 0.38 --- --- --- --- ---
CBOE Vest S&P 500® Enhanced Gr StratInst ENGIX 0.38 6.86 5.37 --- --- ---
CBOE Vest S&P 500® Enhanced Gr Strat Inv ENGLX 0.38 --- --- --- --- ---
Cullen Enhanced Equity Income C ENHCX -0.45 3.80 3.20 11.44 --- ---
Cullen Enhanced Equity Income I ENHNX -0.42 4.02 3.32 12.53 --- ---
Cullen Enhanced Equity Income Retail ENHRX -0.38 3.98 3.38 12.28 --- ---
Eaton Vance Hedged Stock A EROAX -0.12 1.58 0.97 1.65 2.70 4.88
Eaton Vance Hedged Stock C EROCX -0.12 1.35 0.73 0.85 1.94 4.09
Eaton Vance Hedged Stock I EROIX 0.00 1.69 1.08 2.04 2.98 5.16
First Investors Hedged US Eq Opps A FHEJX 0.19 3.62 2.18 --- --- ---
First Investors Hedged US Eq Opps Adv FHEKX 0.19 3.71 2.28 --- --- ---
First Investors Hedged US Eq Opps Instl FHELX 0.19 3.82 2.27 --- --- ---
First Investors Covered Call Strat A FRCCX -0.07 2.96 1.71 8.73 --- ---
First Investors Covered Call Strat Adv FRCDX -0.02 3.12 1.86 9.07 --- ---
First Investors Covered Call Strat Instl FRCEX -0.08 3.15 1.89 9.28 --- ---
Gateway A GATEX 0.43 2.74 1.79 8.03 4.41 4.78
Gateway Equity Call Premium A GCPAX 0.48 3.16 2.04 10.79 --- ---
Gateway Equity Call Premium C GCPCX 0.40 2.89 1.77 9.94 --- ---
Gateway Equity Call Premium Y GCPYX 0.55 3.32 2.10 11.05 --- ---
Glenmede Secured Options Institutional GLSOX 0.73 2.05 1.12 --- --- ---
Gateway C GTECX 0.34 2.50 1.57 7.17 3.61 3.98
Gateway Y GTEYX 0.46 2.80 1.85 8.25 4.66 5.03
Glenmede Secured Options GTSOX 0.82 2.05 1.13 11.05 5.65 7.54
Hatteras Disciplined Opportunity Instl HDOIX 0.56 2.78 1.90 8.35 5.25 ---
Catalyst Hedged Futures Strategy A HFXAX 0.23 -16.57 -18.46 -10.99 -2.48 ---
Catalyst Hedged Futures Strategy C HFXCX 0.00 -16.83 -18.60 -11.71 -3.24 ---
Catalyst Hedged Futures Strategy I HFXIX 0.23 -16.52 -18.39 -10.73 -2.24 ---
AlphaCentric Hedged Market Opportunity A HMXAX 0.54 1.59 1.31 --- --- ---
AlphaCentric Hedged Market Opportunity C HMXCX 0.43 1.43 1.09 --- --- ---
AlphaCentric Hedged Market Opportunity I HMXIX 0.54 1.64 1.36 --- --- ---
Rational Iron Horse A IRHAX 0.68 2.98 1.47 5.21 3.47 5.88
Rational Iron Horse C IRHCX --- --- --- --- --- ---
Rational Iron Horse I IRHIX 0.68 3.08 1.57 5.48 3.77 6.17
Ironclad Managed Risk IRONX 0.46 1.66 1.19 5.24 2.48 4.97
James Alpha Managed Risk Domestic Eq A JDAEX -0.40 1.20 0.30 2.86 --- ---
James Alpha Managed Risk Domestic Eq C JDCEX -0.50 0.91 0.10 2.04 --- ---
James Alpha Managed Risk Domestic Eq I JDIEX -0.39 1.30 0.40 3.37 --- ---
James Alpha Mgd Risk Emerg Mkts Eq A JEAMX -0.82 3.62 1.78 6.23 --- ---
James Alpha Mgd Risk Emerg Mkts Eq C JECMX -0.82 3.33 1.58 5.48 --- ---
James Alpha Mgd Risk Emerg Mkts Eq I JEIMX -0.71 3.72 1.88 6.63 --- ---
JPMorgan Hedged Equity I JHEQX 0.26 3.62 2.55 11.86 6.52 ---
JPMorgan Hedged Equity A JHQAX 0.25 3.55 2.43 11.53 6.24 ---
JPMorgan Hedged Equity C JHQCX 0.23 3.43 2.36 11.03 5.73 ---
JPMorgan Hedged Equity R5 JHQPX 0.30 3.71 2.59 12.12 6.74 ---
JPMorgan Hedged Equity R6 JHQRX 0.31 3.72 2.60 12.17 6.79 ---
JHancock Redwood A JTRAX 0.29 0.88 0.20 3.42 0.78 ---
JHancock Redwood C JTRCX 0.30 0.70 0.10 2.75 --- ---
JHancock Redwood I JTRIX 0.29 0.97 0.29 3.70 1.09 ---
JHancock Redwood R6 JTRRX 0.38 1.06 0.38 3.88 1.30 ---
KKM Enhanced US Equity A KKMAX 0.97 0.43 -0.21 0.71 --- ---
KKM Enhanced US Equity I KKMIX 0.98 0.43 -0.11 0.83 --- ---
Kaizen Hedged Premium Spreads I KZSIX 1.01 1.91 1.52 8.12 --- ---
Leigh Baldwin Total Return LEBOX -0.43 -1.56 -0.86 -1.84 -1.76 -1.81
LJM Preservation and Growth A LJMAX 1.62 3.49 2.30 13.43 8.34 ---
LJM Preservation and Growth C LJMCX 1.53 3.30 2.11 12.82 --- ---
LJM Preservation and Growth I LJMIX 1.60 3.54 2.37 13.70 8.61 ---
LS Theta Institutional LQTIX 0.88 1.75 1.39 7.25 3.39 ---
LS Theta Investor LQTVX 0.82 1.66 1.30 6.95 3.12 ---
MAI Managed Volatility Institutional MAIPX 0.06 2.13 1.46 6.11 3.56 5.01
M.D. Sass Equity Income Plus Instl MDEIX 0.88 2.88 1.82 6.00 3.45 ---
M.D. Sass Equity Income Plus Inv MDEPX 0.79 2.80 1.73 5.62 3.11 ---
Madison Covered Call & Equity Income A MENAX -0.02 1.44 0.20 5.49 3.84 5.86
Madison Covered Call & Equity Income C MENCX -0.02 1.26 0.10 4.71 3.09 ---
Madison Covered Call & Equity Income R6 MENRX 0.09 1.62 0.31 5.88 4.25 ---
Madison Covered Call & Equity Income Y MENYX 0.09 1.63 0.31 5.69 4.12 6.11
Glenmede International Secured Opts NOVIX 0.02 4.84 2.36 7.19 -1.04 ---
Neuberger Berman US Eq Idx PtWrtStrt A NUPAX 1.32 3.86 2.48 --- --- ---
Neuberger Berman US Eq Idx PtWrtStrt C NUPCX 1.23 3.58 2.29 --- --- ---
Neuberger Berman US Eq Idx PtWrtStrtInst NUPIX 1.30 3.94 2.55 --- --- ---
Neuberger Berman US Eq Idx PtWrtStrt R6 NUPRX 1.30 4.03 2.65 --- --- ---
Princeton Premium A PPFAX 1.18 2.91 2.40 --- --- ---
Princeton Premium I PPFIX 1.18 3.01 2.40 --- --- ---
Russell Inv Strategic Call Overwrtg S ROWSX 0.79 4.02 2.84 12.01 6.31 ---
RiverPark Structural Alpha Retail RSAFX 0.30 0.60 0.20 2.04 1.72 ---
RiverPark Structural Alpha Institutional RSAIX 0.30 0.70 0.20 2.33 1.94 ---
Swan Defined Risk US Small Cap A SDCAX 1.34 1.07 0.89 12.60 --- ---
Swan Defined Risk US Small Cap C SDCCX 1.26 0.81 0.72 11.82 --- ---
Swan Defined Risk US Small Cap I SDCIX 1.34 1.16 0.98 13.00 --- ---
Swan Defined Risk Emerging Markets A SDFAX -0.21 6.53 4.00 8.21 --- ---
Swan Defined Risk Emerging Markets C SDFCX -0.42 6.26 3.71 7.24 --- ---
Swan Defined Risk Emerging Markets I SDFIX -0.31 6.62 3.98 8.42 --- ---
Swan Defined Risk Foreign Developed A SDJAX 0.10 3.35 2.52 1.13 --- ---
Swan Defined Risk Foreign Developed C SDJCX 0.00 3.05 2.33 0.35 --- ---
Swan Defined Risk Foreign Developed I SDJIX 0.10 3.35 2.52 1.38 --- ---
Swan Defined Risk A SDRAX 0.00 1.18 0.76 6.46 2.52 ---
Swan Defined Risk C SDRCX 0.00 1.02 0.59 5.73 1.78 ---
Swan Defined Risk I SDRIX 0.00 1.34 0.84 6.82 2.77 ---
Exceed Defined Shield Index Investor SHIEX 0.29 3.23 2.13 8.61 --- ---
Exceed Defined Shield Index Instl SHIIX 0.28 3.22 2.22 8.92 --- ---
Stadion Alternative Income C TACCX -0.60 -2.56 -2.27 1.05 --- ---
Stadion Alternative Income A TACFX -0.60 -2.45 -2.16 1.71 2.60 ---
Stadion Alternative Income I TACSX -0.51 -2.36 -2.08 1.94 2.92 ---
Covered Bridge A TCBAX 0.02 2.04 1.84 10.41 4.96 ---
Covered Bridge I TCBIX -0.01 2.01 1.80 10.58 5.22 ---
Touchstone Dynamic Equity A TDEAX 1.27 0.07 0.53 4.66 4.45 7.12
Touchstone Dynamic Equity C TDECX 1.23 -0.14 0.36 3.85 3.68 6.33
Touchstone Dynamic Equity Instl TDELX 1.30 0.19 0.65 4.98 4.79 7.46
Touchstone Dynamic Equity Y TDEYX 1.24 0.19 0.58 4.95 4.79 7.43
TCW/Gargoyle Dynamic 500 Collar N TFCNX 0.00 --- --- --- --- ---
TCW/Gargoyle Dynamic 500 Collar I TFCSX 0.00 --- --- --- --- ---
TCW | Gargoyle Dynamic 500 I TFDIX 0.83 4.00 2.54 10.81 --- ---
TCW | Gargoyle Dynamic 500 N TFDNX 0.83 4.00 2.44 10.45 --- ---
TCW | Gargoyle Hedged Value I TFHIX -0.11 2.46 -0.76 6.11 -0.78 ---
TCW | Gargoyle Hedged Value N TFHVX -0.11 2.34 -0.86 5.79 -1.04 ---
CBOE Vest Defined Distribution Strat A VDDAX 0.38 --- --- --- --- ---
CBOE Vest Defined Distribution Strat C VDDCX 0.38 -1.36 -1.49 --- --- ---
CBOE Vest Defined Distribution Strat Int VDDIX 0.48 -0.96 -1.19 --- --- ---
CBOE Vest Defined Distribution Strat Inv VDDLX 0.38 -1.16 -1.29 --- --- ---
Virtus Low Volatility Equity A VLVAX 0.00 3.06 3.06 8.41 3.44 ---
Virtus Low Volatility Equity C VLVCX -0.08 2.77 2.77 7.61 2.63 ---
Virtus Low Volatility Equity I VLVIX 0.00 3.16 3.07 8.69 3.70 ---
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