Option Writing: Total Returns

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Data through 6/22/2017. 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 0.67 3.75 1.93 7.88 2.83 5.90
Arin Large Cap Theta Advisor AVOAX 0.29 2.49 1.48 2.39 2.40 ---
Arin Large Cap Theta Institutional AVOLX 0.29 2.69 1.58 2.68 2.76 ---
AllianzGI Structured Return A AZIAX 0.44 2.50 1.71 5.66 4.24 ---
AllianzGI Structured Return C AZICX 0.39 2.17 1.50 4.84 3.46 ---
AllianzGI Structured Return Instl AZIIX 0.50 2.67 1.83 5.93 4.50 ---
AllianzGI Structured Return P AZIPX 0.44 2.63 1.78 5.90 4.44 ---
AllianzGI Structured Return R6 AZIRX 0.44 2.69 1.77 --- --- ---
AllianzGI US Equity-Hedged A AZUAX 1.46 5.60 2.60 11.80 3.34 ---
AllianzGI US Equity-Hedged C AZUCX 1.34 5.24 2.40 10.97 2.56 ---
AllianzGI US Equity-Hedged Instl AZUIX 1.39 5.69 2.59 12.04 3.57 ---
AllianzGI US Equity-Hedged P AZUPX 1.42 5.60 2.57 11.91 3.47 ---
Soundwatch Core Hedged Equity Instl BHHEX 1.05 8.20 4.14 --- --- ---
Bridgeway Managed Volatility BRBPX 0.68 3.35 1.23 5.18 2.11 4.88
CBOE Vest S&P 500® Bffr Prt Strt Instl BUIGX 1.30 6.56 2.16 --- --- ---
CBOE Vest S&P 500® Bffr Prt Strt Inv BUMGX 1.31 6.47 1.97 --- --- ---
Main BuyWrite I BUYWX 0.97 3.68 1.96 5.98 --- ---
Calamos Hedged Equity Income A CAHEX 0.66 4.28 1.43 9.16 --- ---
Calamos Hedged Equity Income T CAHTX 0.74 --- 1.51 --- --- ---
Iron Equity Premium Income Investor CALIX 1.27 7.88 3.34 13.28 --- ---
Iron Equity Premium Income Institutional CALLX 1.36 8.11 3.47 13.71 --- ---
Calamos Hedged Equity Income C CCHEX 0.65 3.91 1.33 8.38 --- ---
Crow Point Defined Risk Global Eq Inc A CGHAX 0.81 3.67 1.66 5.95 -1.28 1.43
Crow Point Defined Risk Global Eq Inc I CGHIX 0.76 3.78 1.60 6.20 -1.02 ---
Calamos Hedged Equity Income I CIHEX 0.70 4.39 1.57 9.41 --- ---
Catalyst Exceed Defined Risk A CLPAX 0.95 4.36 2.35 13.25 2.82 ---
Catalyst Exceed Defined Risk C CLPCX 0.98 4.04 2.21 12.23 1.97 ---
Catalyst Exceed Defined Risk I CLPFX 0.94 4.56 2.45 13.29 3.01 ---
Camelot Premium Return C CPRCX -0.61 1.85 0.21 12.11 1.76 7.60
Camelot Premium Return A CPRFX -0.60 2.13 0.29 12.85 2.53 8.38
Camelot Premium Return I CPRIX -0.50 2.30 0.45 --- --- ---
Day Hagan Hedged Strategy A DHJAX 0.59 --- 2.81 --- --- ---
Day Hagan Hedged Strategy C DHJCX 0.59 --- 2.92 --- --- ---
Day Hagan Hedged Strategy I DHJIX 0.59 2.86 2.92 --- --- ---
MAI Managed Volatility Investor DIVPX 0.54 3.61 1.45 7.37 2.93 5.28
CBOE Vest S&P 500® Enhanced Gr Strat A ENGAX 1.96 --- 3.31 --- --- ---
CBOE Vest S&P 500® Enhanced Gr StratInst ENGIX 2.05 10.49 3.50 --- --- ---
CBOE Vest S&P 500® Enhanced Gr Strat Inv ENGLX 2.05 --- 3.40 --- --- ---
Cullen Enhanced Equity Income C ENHCX 1.50 6.65 2.18 11.43 --- ---
Cullen Enhanced Equity Income I ENHNX 1.49 7.07 2.40 12.51 --- ---
Cullen Enhanced Equity Income Retail ENHRX 1.50 6.94 2.36 12.27 --- ---
Eaton Vance Hedged Stock A EROAX 0.93 5.10 3.22 5.55 2.60 5.97
Eaton Vance Hedged Stock C EROCX 0.83 4.66 3.02 4.66 1.82 5.15
Eaton Vance Hedged Stock I EROIX 1.05 5.21 3.33 5.82 2.87 6.22
First Investors Hedged US Eq Opps A FHEJX 1.53 6.93 3.20 --- --- ---
First Investors Hedged US Eq Opps Adv FHEKX 1.62 7.13 3.29 --- --- ---
First Investors Hedged US Eq Opps Instl FHELX 1.62 7.23 3.29 --- --- ---
First Investors Covered Call Strat A FRCCX 0.74 4.10 0.85 9.28 --- ---
First Investors Covered Call Strat Adv FRCDX 0.83 4.36 1.00 9.73 --- ---
First Investors Covered Call Strat Instl FRCEX 0.83 4.39 0.93 9.72 --- ---
Gateway A GATEX 0.97 5.15 2.65 9.67 4.58 5.32
Gateway Equity Call Premium A GCPAX 1.06 5.74 2.90 12.35 --- ---
Gateway Equity Call Premium C GCPCX 0.88 5.28 2.64 11.51 --- ---
Gateway Equity Call Premium N GCPNX 0.97 --- --- --- --- ---
Gateway Equity Call Premium Y GCPYX 1.05 5.90 2.96 12.61 --- ---
Glenmede Secured Options Institutional GLSOX 0.32 3.53 2.20 --- --- ---
Gateway C GTECX 0.91 4.78 2.44 8.82 3.78 4.53
Gateway N GTENX 1.00 --- --- --- --- ---
Gateway Y GTEYX 1.00 5.25 2.68 9.90 4.83 5.58
Glenmede Secured Options GTSOX 0.32 3.46 2.20 10.11 5.74 7.95
Hatteras Disciplined Opportunity Instl HDOIX 0.93 4.70 2.35 11.02 5.21 ---
Catalyst Hedged Futures Strategy A HFXAX -1.04 -17.53 -1.04 -16.14 -2.95 ---
Catalyst Hedged Futures Strategy C HFXCX -1.07 -17.82 -1.19 -16.70 -3.66 ---
Catalyst Hedged Futures Strategy I HFXIX -1.03 -17.48 -1.03 -15.94 -2.73 ---
AlphaCentric Hedged Market Opportunity A HMXAX 0.59 2.68 1.52 --- --- ---
AlphaCentric Hedged Market Opportunity C HMXCX 0.59 2.47 1.41 --- --- ---
AlphaCentric Hedged Market Opportunity I HMXIX 0.64 2.84 1.62 --- --- ---
Rational Iron Horse A IRHAX 0.48 4.08 1.65 5.07 2.62 6.34
Rational Iron Horse C IRHCX 0.29 --- --- --- --- ---
Rational Iron Horse I IRHIX 0.48 4.17 1.75 5.34 2.91 6.62
Ironclad Managed Risk IRONX 0.45 3.04 1.82 6.07 2.44 5.00
James Alpha Managed Risk Domestic Eq A JDAEX 0.79 3.01 0.98 5.23 --- ---
James Alpha Managed Risk Domestic Eq C JDCEX 0.59 2.53 0.79 4.42 --- ---
James Alpha Managed Risk Domestic Eq I JDIEX 0.78 3.20 1.18 5.74 --- ---
James Alpha Mgd Risk Emerg Mkts Eq A JEAMX 0.20 5.54 0.81 8.79 --- ---
James Alpha Mgd Risk Emerg Mkts Eq C JECMX 0.10 5.15 0.62 8.05 --- ---
James Alpha Mgd Risk Emerg Mkts Eq I JEIMX 0.20 5.63 0.81 9.07 --- ---
JPMorgan Hedged Equity I JHEQX 1.16 6.05 2.50 14.49 6.32 ---
JPMorgan Hedged Equity A JHQAX 1.11 5.93 2.38 14.16 6.07 ---
JPMorgan Hedged Equity C JHQCX 1.11 5.70 2.32 13.60 5.52 ---
JPMorgan Hedged Equity R5 JHQPX 1.16 6.14 2.53 14.67 6.54 ---
JPMorgan Hedged Equity R6 JHQRX 1.16 6.15 2.55 14.72 6.57 ---
JHancock Redwood A JTRAX 0.10 1.67 0.88 4.65 0.92 ---
JHancock Redwood C JTRCX 0.00 1.30 0.69 3.89 --- ---
JHancock Redwood I JTRIX 0.19 1.85 0.96 5.02 1.26 ---
JHancock Redwood R6 JTRRX 0.19 1.93 1.05 5.19 1.44 ---
KKM Enhanced US Equity A KKMAX 1.16 2.46 2.90 3.19 -0.93 ---
KKM Enhanced US Equity I KKMIX 1.28 2.59 3.03 3.44 -0.69 ---
Kaizen Hedged Premium Spreads I KZSIX -1.26 0.13 -1.13 5.23 --- ---
Leigh Baldwin Total Return LEBOX -1.43 -2.13 -1.29 -1.43 -2.42 -0.95
LJM Preservation and Growth A LJMAX 0.56 4.94 2.94 12.31 8.24 ---
LJM Preservation and Growth C LJMCX 0.56 4.66 2.87 11.61 --- ---
LJM Preservation and Growth I LJMIX 0.64 5.07 3.10 12.69 8.51 ---
LS Theta Institutional LQTIX 0.77 3.20 2.29 7.27 3.05 ---
LS Theta Investor LQTVX 0.75 3.08 2.23 6.99 2.78 ---
MAI Managed Volatility Institutional MAIPX 0.64 3.73 1.53 7.67 3.17 5.50
M.D. Sass Equity Income Plus Instl MDEIX 0.56 2.98 0.78 6.10 1.87 ---
M.D. Sass Equity Income Plus Inv MDEPX 0.47 2.80 0.60 5.72 1.54 ---
Madison Covered Call & Equity Income A MENAX 0.22 2.34 0.77 6.55 3.29 7.09
Madison Covered Call & Equity Income C MENCX 0.12 1.97 0.57 5.80 2.50 ---
Madison Covered Call & Equity Income R6 MENRX 0.32 2.62 0.97 7.04 3.70 ---
Madison Covered Call & Equity Income Y MENYX 0.33 2.64 0.97 6.96 3.57 7.36
Neuberger Berman Hedged Option Prm A NHOAX 0.36 --- --- --- --- ---
Neuberger Berman Hedged Option Prm C NHOCX 0.28 --- --- --- --- ---
Neuberger Berman Hedged Option Prm Instl NHOIX 0.40 --- --- --- --- ---
Neuberger Berman Hedged Option Prm R6 NHORX 0.40 --- --- --- --- ---
Glenmede Global Secured Options NOVIX 0.29 7.13 2.21 10.35 -1.08 ---
Neuberger Berman US Eq Idx PtWrtStrt A NUPAX 0.92 6.18 3.58 --- --- ---
Neuberger Berman US Eq Idx PtWrtStrt C NUPCX 0.92 5.80 3.40 --- --- ---
Neuberger Berman US Eq Idx PtWrtStrtInst NUPIX 0.92 6.35 3.65 --- --- ---
Neuberger Berman US Eq Idx PtWrtStrt R6 NUPRX 0.92 6.45 3.65 --- --- ---
Princeton Premium A PPFAX 0.76 5.82 3.74 --- --- ---
Princeton Premium I PPFIX 0.76 5.92 3.84 --- --- ---
Russell Inv Strategic Call Overwrtg S ROWSX 1.48 7.32 3.90 16.28 7.02 ---
RiverPark Structural Alpha Retail RSAFX -0.05 0.75 0.45 2.29 1.31 ---
RiverPark Structural Alpha Institutional RSAIX -0.05 0.94 0.54 2.58 1.53 ---
Swan Defined Risk US Small Cap A SDCAX 1.41 2.58 2.76 12.07 --- ---
Swan Defined Risk US Small Cap C SDCCX 1.42 2.24 2.61 11.31 --- ---
Swan Defined Risk US Small Cap I SDCIX 1.49 2.76 2.94 12.45 --- ---
Swan Defined Risk Emerging Markets A SDFAX 0.20 10.18 3.00 13.03 --- ---
Swan Defined Risk Emerging Markets C SDFCX 0.10 9.84 2.72 12.22 --- ---
Swan Defined Risk Emerging Markets I SDFIX 0.20 10.38 2.99 13.35 --- ---
Swan Defined Risk Foreign Developed A SDJAX -0.47 7.42 4.04 6.99 --- ---
Swan Defined Risk Foreign Developed C SDJCX -0.47 7.03 3.85 6.20 --- ---
Swan Defined Risk Foreign Developed I SDJIX -0.47 7.51 4.03 7.25 --- ---
Swan Defined Risk A SDRAX 0.82 3.20 1.91 6.72 2.22 ---
Swan Defined Risk C SDRCX 0.75 2.81 1.69 5.91 1.43 ---
Swan Defined Risk I SDRIX 0.82 3.36 1.91 6.98 2.44 ---
Exceed Defined Shield Index Investor SHIEX 1.12 5.97 2.95 11.61 --- ---
Exceed Defined Shield Index Instl SHIIX 1.21 6.05 3.03 11.91 --- ---
USCA Shield Institutional SHLDX 0.49 2.67 0.36 --- --- ---
Stadion Alternative Income C TACCX 0.71 -2.27 -0.40 -2.48 --- ---
Stadion Alternative Income A TACFX 0.81 -1.96 -0.20 -1.82 2.43 ---
Stadion Alternative Income I TACSX 0.71 -1.97 -0.21 -1.61 2.67 ---
Covered Bridge A TCBAX 0.89 3.25 1.01 12.53 4.18 ---
Covered Bridge I TCBIX 0.99 3.32 1.08 12.82 4.44 ---
Touchstone Dynamic Equity A TDEAX 0.33 0.07 0.66 4.37 3.78 6.87
Touchstone Dynamic Equity C TDECX 0.29 -0.29 0.50 3.63 3.01 6.07
Touchstone Dynamic Equity Instl TDELX 0.32 0.19 0.71 4.63 4.08 7.19
Touchstone Dynamic Equity Y TDEYX 0.39 0.26 0.78 4.73 4.11 7.19
TCW/Gargoyle Dynamic 500 Collar N TFCNX 0.30 --- 1.00 --- --- ---
TCW/Gargoyle Dynamic 500 Collar I TFCSX 0.30 --- 1.10 --- --- ---
TCW | Gargoyle Dynamic 500 I TFDIX 0.90 6.48 3.04 13.00 --- ---
TCW | Gargoyle Dynamic 500 N TFDNX 0.90 6.48 3.04 12.74 --- ---
TCW | Gargoyle Hedged Value I TFHIX 0.44 2.24 -0.22 9.26 -2.03 8.28
TCW | Gargoyle Hedged Value N TFHVX 0.33 2.00 -0.33 8.93 -2.30 7.99
CBOE Vest Defined Distribution Strat A VDDAX 0.47 --- 1.45 --- --- ---
CBOE Vest Defined Distribution Strat C VDDCX 0.47 -0.51 1.15 --- --- ---
CBOE Vest Defined Distribution Strat Int VDDIX 0.47 -0.01 1.45 --- --- ---
CBOE Vest Defined Distribution Strat Inv VDDLX 0.57 -0.11 1.45 --- --- ---
Virtus Rampart Low Volatility Equity A VLVAX 1.73 5.11 1.90 10.75 3.15 ---
Virtus Rampart Low Volatility Equity C VLVCX 1.68 4.67 1.68 9.90 2.36 ---
Virtus Rampart Low Volatility Equity I VLVIX 1.73 5.21 1.90 11.04 3.38 ---
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