Options-based: Total Returns

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Data through 6/21/2018. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Options-based 0.45 -0.01 1.11 4.27 3.93 5.14
Arin Large Cap Theta Advisor AVOAX 0.20 -3.70 -4.53 -2.05 0.86 ---
Arin Large Cap Theta Institutional AVOLX 0.30 -3.49 -4.32 -1.55 1.25 ---
AllianzGI Structured Return A AZIAX 0.32 -0.38 1.81 2.24 2.90 4.21
AllianzGI Structured Return C AZICX 0.20 -0.78 1.60 1.46 2.12 3.41
AllianzGI Structured Return Instl AZIIX 0.38 -0.19 1.92 2.60 3.18 4.48
AllianzGI Structured Return P AZIPX 0.32 -0.25 1.94 2.48 3.11 4.41
AllianzGI Structured Return R6 AZIRX 0.32 -0.25 1.93 2.56 --- ---
AllianzGI US Equity-Hedged A AZUAX 0.72 -1.09 0.95 6.08 3.92 5.96
AllianzGI US Equity-Hedged C AZUCX 0.64 -1.48 0.70 5.19 3.13 5.15
AllianzGI US Equity-Hedged Instl AZUIX 0.71 -0.97 0.99 6.29 4.17 6.20
AllianzGI US Equity-Hedged P AZUPX 0.73 -1.05 0.96 6.18 4.05 6.09
Beacon Accelerated Return Strategy Instl BARLX 0.75 3.38 3.08 --- --- ---
Beacon Accelerated Return Strategy A BARTX --- --- --- --- --- ---
Soundwatch Core Hedged Equity Instl BHHEX 0.34 -0.96 0.63 8.10 --- ---
Beacon Planned Return Strategy Instl BPRLX 0.39 2.26 2.06 --- --- ---
Beacon Planned Return Strategy A BPRTX --- --- --- --- --- ---
Bridgeway Managed Volatility BRBPX 0.44 2.92 2.00 7.73 4.16 4.81
Belmont Theta Income Institutional BTIFX 0.80 --- --- --- --- ---
CBOE Vest S&P 500® Buffer Strategy Instl BUIGX 0.52 2.19 1.83 7.26 --- ---
CBOE Vest S&P 500® Buffer Strategy Inv BUMGX 0.52 2.11 1.84 7.09 --- ---
Main BuyWrite I BUYWX 0.18 3.40 0.63 8.33 --- ---
Calamos Hedged Equity Income A CAHEX 0.11 5.07 0.55 8.83 5.62 ---
Calamos Hedged Equity Income T CAHTX --- --- --- --- --- ---
Iron Equity Premium Income Investor CALIX 0.43 0.94 1.29 8.75 --- ---
Iron Equity Premium Income Institutional CALLX 0.43 1.10 1.36 9.14 --- ---
Calamos Hedged Equity Income C CCHEX 0.01 4.68 0.36 8.04 4.84 ---
Crow Point Defined Risk Global Eq Inc A CGHAX 0.34 0.34 0.57 7.58 1.75 2.38
Crow Point Defined Risk Global Eq Inc I CGHIX 0.22 0.34 0.45 7.81 2.02 2.63
Calamos Hedged Equity Income I CIHEX 0.08 5.22 0.60 9.24 5.91 ---
Catalyst/Exceed Defined Risk A CLPAX 0.50 2.32 2.42 6.19 -0.95 ---
Catalyst/Exceed Defined Risk C CLPCX 0.41 1.88 2.20 5.30 -1.80 ---
Catalyst/Exceed Defined Risk I CLPFX 0.49 2.40 2.51 6.43 -0.77 ---
Camelot Premium Return C CPRCX 3.54 6.31 9.55 10.55 5.08 7.14
Camelot Premium Return A CPRFX 3.61 6.68 9.80 11.22 5.85 7.91
Camelot Premium Return I CPRIX 3.51 6.74 9.75 11.63 --- ---
Day Hagan Hedged Strategy A DHJAX -0.37 -21.76 -8.17 -18.49 --- ---
Day Hagan Hedged Strategy C DHJCX -0.37 -22.07 -8.31 -18.73 --- ---
Day Hagan Hedged Strategy I DHJIX -0.37 -21.66 -8.06 -18.23 --- ---
MAI Managed Volatility Investor DIVPX 0.00 1.56 1.91 6.25 4.04 5.27
Parametric Volatil Risk Prm-Defensv Insl EIVPX 0.82 1.28 1.75 6.72 --- ---
CBOE Vest S&P 500® Enhanced Gr Strat A ENGAX 0.58 2.98 2.63 10.81 --- ---
CBOE Vest S&P 500® Enhanced Gr StratInst ENGIX 0.58 3.05 2.70 11.14 --- ---
CBOE Vest S&P 500® Enhanced Gr Strat Inv ENGLX 0.50 2.89 2.54 10.79 --- ---
Cullen Enhanced Equity Income C ENHCX -1.29 -4.94 -0.65 -2.11 --- ---
Cullen Enhanced Equity Income I ENHNX -1.18 -4.51 -0.40 -1.20 --- ---
Cullen Enhanced Equity Income Retail ENHRX -1.19 -4.58 -0.46 -1.43 --- ---
Eaton Vance Hedged Stock A EROAX 1.11 1.23 2.14 5.72 2.74 5.52
Eaton Vance Hedged Stock C EROCX 1.01 0.90 2.05 4.92 1.97 4.72
Eaton Vance Hedged Stock I EROIX 1.11 1.45 2.24 5.98 3.01 5.77
First Investors Hedged US Eq Opps A FHEJX 1.32 3.22 1.23 8.36 --- ---
First Investors Hedged US Eq Opps Adv FHEKX 1.31 3.39 1.31 8.72 --- ---
First Investors Hedged US Eq Opps Instl FHELX 1.31 3.38 1.31 8.80 --- ---
First Investors Covered Call Strat A FRCCX -1.04 -1.48 0.25 4.90 --- ---
First Investors Covered Call Strat Adv FRCDX -1.04 -1.40 0.34 5.26 --- ---
First Investors Covered Call Strat Instl FRCEX -1.05 -1.40 0.34 5.30 --- ---
Gateway A GATEX 0.63 0.28 1.25 4.69 4.72 5.11
Gateway Equity Call Premium A GCPAX 0.67 0.32 1.75 6.16 6.07 ---
Gateway Equity Call Premium C GCPCX 0.67 0.02 1.54 5.41 5.30 ---
Gateway Equity Call Premium N GCPNX 0.67 0.42 1.77 6.45 --- ---
Gateway Equity Call Premium Y GCPYX 0.75 0.41 1.84 6.49 6.35 ---
Glenmede Secured Options Institutional GLSOX 0.56 4.39 3.20 7.07 --- ---
Gateway C GTECX 0.57 -0.10 1.05 3.88 3.92 4.31
Gateway N GTENX 0.66 0.42 1.33 4.99 --- ---
Gateway Y GTEYX 0.66 0.38 1.31 4.94 4.96 5.35
Glenmede Secured Options GTSOX 0.56 4.32 3.12 6.83 6.22 7.49
Catalyst Hedged Futures Strategy A HFXAX 0.50 0.00 1.52 -6.09 -5.96 ---
Catalyst Hedged Futures Strategy C HFXCX 0.52 -0.26 1.45 -6.76 -6.65 ---
Catalyst Hedged Futures Strategy I HFXIX 0.62 0.25 1.63 -5.80 -5.71 ---
AlphaCentric Hedged Market Opportunity A HMXAX 0.67 -11.43 0.43 -9.37 --- ---
AlphaCentric Hedged Market Opportunity C HMXCX 0.62 -11.75 0.18 -10.06 --- ---
AlphaCentric Hedged Market Opportunity I HMXIX 0.73 -10.86 0.48 -8.69 --- ---
Rational Hedged Return A HRSAX 1.16 4.17 2.34 21.90 -0.11 -1.17
Rational Hedged Return C HRSFX 0.96 3.75 2.14 21.31 --- ---
Rational Hedged Return Instl HRSTX 1.17 4.41 2.56 21.90 -0.08 -1.06
IPS Strategic Capital Absolute Ret Instl IPSAX 1.65 0.29 0.10 8.89 --- ---
Rational Iron Horse A IRHAX -0.20 -2.99 -0.93 1.05 2.40 4.32
Rational Iron Horse C IRHCX -0.30 -3.20 -1.04 0.46 --- ---
Rational Iron Horse I IRHIX -0.10 -2.83 -0.87 1.33 2.69 4.61
Ironclad Managed Risk IRONX 0.09 6.48 4.23 6.76 3.04 5.04
James Alpha Managed Risk Domestic Eq A JDAEX 0.47 3.19 2.79 6.44 --- ---
James Alpha Managed Risk Domestic Eq C JDCEX 0.48 2.82 2.62 5.74 --- ---
James Alpha Managed Risk Domestic Eq I JDIEX 0.56 3.27 2.87 6.75 --- ---
James Alpha Managed Risk Domestic Eq S JDSEX 0.56 3.65 3.06 --- --- ---
James Alpha Mgd Risk Emerg Mkts Eq A JEAMX -1.15 -2.16 -2.97 3.24 --- ---
James Alpha Mgd Risk Emerg Mkts Eq C JECMX -1.16 -2.49 -3.20 2.48 --- ---
James Alpha Mgd Risk Emerg Mkts Eq I JEIMX -1.03 -1.75 -2.74 3.97 --- ---
James Alpha Mgd Risk Emerg Mkts Eq S JESMX -1.03 -1.64 -2.74 --- --- ---
JPMorgan Hedged Equity I JHEQX 1.03 1.56 0.94 7.87 6.39 ---
JPMorgan Hedged Equity A JHQAX 1.03 1.45 0.87 7.57 6.12 ---
JPMorgan Hedged Equity C JHQCX 0.99 1.19 0.77 7.06 5.59 ---
JPMorgan Hedged Equity R5 JHQPX 1.08 1.66 0.98 8.04 6.61 ---
JPMorgan Hedged Equity R6 JHQRX 1.03 1.67 0.99 8.09 6.62 ---
JHancock Redwood A JTRAX 0.46 1.87 1.59 5.22 1.84 ---
JHancock Redwood C JTRCX 0.47 1.53 1.43 4.53 1.17 ---
JHancock Redwood I JTRIX 0.55 2.03 1.75 5.54 2.20 ---
JHancock Redwood R6 JTRRX 0.54 2.11 1.74 5.70 2.28 ---
CBOE Vest S&P 500 Dv Arst Trgt Inc A KNGAX -0.86 -2.07 -1.06 --- --- ---
CBOE Vest S&P 500 Dv Arst Trgt Inc C KNGCX -0.95 -2.44 -1.24 --- --- ---
CBOE Vest S&P 500 Dv Arst Trgt Inc Instl KNGIX -0.85 -2.01 -1.00 --- --- ---
CBOE Vest S&P 500 Dv Arst Trgt Inc Inv KNGLX -0.86 -2.11 -1.10 --- --- ---
RAISE Core Tactical I KRCTX 0.76 2.44 2.70 1.78 --- ---
Leigh Baldwin Total Return LEBOX 0.00 0.11 0.11 1.00 -1.55 -0.47
LS Theta Institutional LQTIX 0.43 -2.55 -0.40 -0.09 3.12 ---
LS Theta Investor LQTVX 0.39 -2.67 -0.47 -0.35 2.86 ---
MAI Managed Volatility Institutional MAIPX 0.00 1.70 1.97 6.53 4.30 5.49
M.D. Sass Equity Income Plus Instl MDEIX 0.65 -2.02 1.26 2.36 1.02 ---
M.D. Sass Equity Income Plus Inv MDEPX 0.56 -2.15 1.13 2.03 0.67 ---
Madison Covered Call & Equity Income A MENAX 0.22 3.00 2.77 7.86 4.58 6.40
Madison Covered Call & Equity Income C MENCX 0.12 2.55 2.55 7.05 3.78 5.61
Madison Covered Call & Equity Income R6 MENRX 0.32 3.24 2.91 8.40 4.97 6.80
Madison Covered Call & Equity Income Y MENYX 0.33 3.16 2.82 8.23 4.85 6.67
Cboe Vest S&P 500® Enh & Buffer A MRAAX 1.57 4.98 1.67 --- --- ---
Cboe Vest S&P 500® Enh & Buffer C MRACX 1.39 4.50 1.39 --- --- ---
Cboe Vest S&P 500® Enh & Buffer Instl MRAIX 1.48 4.59 1.77 --- --- ---
Cboe Vest S&P 500® Enh & Buffer Inv MRALX 1.57 4.98 1.67 --- --- ---
Cboe Vest S&P 500® Enh & Buffer Y MRAYX 1.57 5.26 1.85 --- --- ---
Neuberger Berman Hedged Option Prm A NHOAX 0.66 -2.84 1.38 -2.07 --- ---
Neuberger Berman Hedged Option Prm C NHOCX 0.62 -3.15 1.21 -2.77 --- ---
Neuberger Berman Hedged Option Prm Instl NHOIX 0.70 -2.67 1.47 -1.72 --- ---
Neuberger Berman Hedged Option Prm R6 NHORX 0.74 -2.62 1.53 -1.62 --- ---
Glenmede Global Secured Options NOVIX -0.27 1.58 2.63 7.28 2.45 3.97
Neuberger Berman US Eq Idx PtWrtStrt A NUPAX 0.84 -0.24 1.62 4.36 --- ---
Neuberger Berman US Eq Idx PtWrtStrt C NUPCX 0.75 -0.56 1.42 3.58 --- ---
Neuberger Berman US Eq Idx PtWrtStrtInst NUPIX 0.83 -0.06 1.72 4.72 --- ---
Neuberger Berman US Eq Idx PtWrtStrt R6 NUPRX 0.93 -0.04 1.73 4.78 --- ---
Princeton Premium A PPFAX 1.00 -4.69 4.10 -1.10 --- ---
Princeton Premium I PPFIX 1.09 -4.59 4.19 -0.81 --- ---
Russell Inv Strategic Call Overwrtg S ROWSX 0.73 -0.81 1.67 7.20 8.11 6.68
Crossmark Steward Cov Call Inc A SCJAX 0.11 1.85 1.20 --- --- ---
Crossmark Steward Cov Call Inc C SCJCX -0.10 1.50 1.29 --- --- ---
Crossmark Steward Cov Call Inc Instl SCJIX 0.03 1.90 1.13 --- --- ---
Crossmark Steward Cov Call Inc K SCJKX -0.10 1.45 1.30 --- --- ---
Swan Defined Risk US Small Cap A SDCAX 1.78 3.63 4.06 9.21 --- ---
Swan Defined Risk US Small Cap C SDCCX 1.81 3.34 3.87 8.52 --- ---
Swan Defined Risk US Small Cap I SDCIX 1.85 3.78 4.12 9.54 --- ---
Swan Defined Risk Emerging Markets A SDFAX -3.55 -6.95 -6.86 3.05 1.36 ---
Swan Defined Risk Emerging Markets C SDFCX -3.53 -7.18 -7.00 2.27 0.63 ---
Swan Defined Risk Emerging Markets I SDFIX -3.53 -6.82 -6.73 3.23 1.62 ---
Swan Defined Risk Foreign Developed A SDJAX -2.52 -4.84 -1.32 1.52 --- ---
Swan Defined Risk Foreign Developed C SDJCX -2.64 -5.24 -1.53 0.76 --- ---
Swan Defined Risk Foreign Developed I SDJIX -2.52 -4.74 -1.23 1.73 --- ---
Swan Defined Risk A SDRAX 0.24 -2.47 1.28 3.82 2.48 4.91
Swan Defined Risk C SDRCX 0.16 -2.81 1.14 2.98 1.74 4.13
Swan Defined Risk I SDRIX 0.24 -2.30 1.35 4.04 2.74 5.17
Catalyst/Exceed Defined Shield A SHIEX 0.48 1.97 1.17 9.48 6.08 ---
Catalyst/Exceed Defined Shield I SHIIX 0.58 2.16 1.26 9.80 6.39 ---
Catalyst/Exceed Defined Shield C SHINX 0.49 1.68 0.98 --- --- ---
USCA Premium Buy-Write Institutional SHLDX 0.10 0.68 1.36 4.37 --- ---
Stadion Alternative Income C TACCX -0.11 -3.13 0.85 -2.76 --- ---
Stadion Alternative Income A TACFX 0.00 -2.76 0.97 -2.03 1.54 1.70
Stadion Alternative Income T TACRX 0.11 -2.64 1.10 --- --- ---
Stadion Alternative Income I TACSX 0.11 -2.57 1.19 -1.66 1.80 1.97
Covered Bridge A TCBAX 0.39 0.90 1.00 7.16 5.90 ---
Covered Bridge I TCBIX 0.39 0.97 1.07 7.40 6.16 ---
Touchstone Dynamic Equity A TDEAX 0.00 -0.19 -1.42 6.63 5.43 6.26
Touchstone Dynamic Equity C TDECX -0.07 -0.54 -1.59 5.80 4.63 5.46
Touchstone Dynamic Equity Instl TDELX 0.06 0.00 -1.27 6.99 5.78 6.58
Touchstone Dynamic Equity Y TDEYX 0.06 0.00 -1.27 7.03 5.78 6.58
TCW/Gargoyle Dynamic 500 Collar N TFCNX 0.59 0.29 0.78 3.32 --- ---
TCW/Gargoyle Dynamic 500 Collar I TFCSX 0.58 0.39 0.78 3.53 --- ---
TCW | Gargoyle Dynamic 500 I TFDIX 0.42 0.93 1.37 7.20 --- ---
TCW | Gargoyle Dynamic 500 N TFDNX 0.42 0.85 1.37 7.01 --- ---
TCW | Gargoyle Hedged Value I TFHIX 1.03 -3.83 -0.81 7.93 -0.31 5.14
TCW | Gargoyle Hedged Value N TFHVX 1.03 -3.91 -0.81 7.79 -0.53 4.90
TCW/Gargoyle Dynamic 500 Market-Netrl N TFMNX 0.41 -0.20 1.96 0.56 --- ---
TCW/Gargoyle Dynamic 500 Market-Netrl I TFMSX 0.51 0.00 2.16 0.97 --- ---
CBOE Vest Defined Distribution Strat A VDDAX 0.35 -6.32 1.33 -7.00 --- ---
CBOE Vest Defined Distribution Strat C VDDCX 0.35 -5.43 1.33 -6.41 --- ---
CBOE Vest Defined Distribution Strat Int VDDIX 0.46 -4.95 1.53 -5.44 --- ---
CBOE Vest Defined Distribution Strat Inv VDDLX 0.35 -5.18 1.43 -5.86 --- ---
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