Option Writing: Total Returns

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Data through 5/19/2017. 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 0.86 2.75 0.80 8.55 3.13 6.43
Arin Large Cap Theta Advisor AVOAX 0.69 2.09 1.19 3.77 2.72 ---
Arin Large Cap Theta Institutional AVOLX 0.69 2.29 1.28 4.07 3.12 ---
AllianzGI Structured Return A AZIAX 0.51 1.86 1.14 5.27 4.24 ---
AllianzGI Structured Return C AZICX 0.46 1.58 0.98 4.44 3.47 ---
AllianzGI Structured Return Instl AZIIX 0.56 1.97 1.26 5.48 4.48 ---
AllianzGI Structured Return P AZIPX 0.57 1.99 1.27 5.51 4.45 ---
AllianzGI Structured Return R6 AZIRX 0.57 2.05 1.27 --- --- ---
AllianzGI US Equity-Hedged A AZUAX 1.19 3.65 0.29 11.72 3.66 ---
AllianzGI US Equity-Hedged C AZUCX 1.11 3.35 0.12 10.87 2.88 ---
AllianzGI US Equity-Hedged Instl AZUIX 1.18 3.76 0.35 11.98 3.90 ---
AllianzGI US Equity-Hedged P AZUPX 1.20 3.69 0.36 11.88 3.81 ---
Soundwatch Core Hedged Equity Instl BHHEX 2.35 6.68 2.94 --- --- ---
Bridgeway Managed Volatility BRBPX 0.48 2.52 0.27 5.22 2.38 4.92
CBOE Vest S&P 500® Bffr Prt Strt Instl BUIGX 0.56 4.90 0.94 --- --- ---
CBOE Vest S&P 500® Bffr Prt Strt Inv BUMGX 0.56 4.80 0.75 --- --- ---
Main BuyWrite I BUYWX 1.08 2.58 0.68 6.26 --- ---
Calamos Hedged Equity Income A CAHEX 0.76 3.29 0.63 9.35 --- ---
Calamos Hedged Equity Income T CAHTX 0.86 --- --- --- --- ---
Iron Equity Premium Income Investor CALIX 1.58 5.95 1.86 13.40 --- ---
Iron Equity Premium Income Institutional CALLX 1.58 6.08 1.99 13.72 --- ---
Calamos Hedged Equity Income C CCHEX 0.77 2.94 0.48 8.54 --- ---
Crow Point Defined Risk Global Eq Inc A CGHAX 0.72 2.22 0.27 6.08 -0.93 ---
Crow Point Defined Risk Global Eq Inc I CGHIX 0.84 2.39 0.45 6.32 -0.64 ---
Calamos Hedged Equity Income I CIHEX 0.86 3.37 0.71 9.62 --- ---
Catalyst Exceed Defined Risk A CLPAX 0.96 3.27 1.28 12.87 3.02 ---
Catalyst Exceed Defined Risk C CLPCX 0.88 3.03 1.10 11.95 2.16 ---
Catalyst Exceed Defined Risk I CLPFX 0.95 3.47 1.38 13.05 --- ---
Camelot Premium Return C CPRCX -0.51 1.96 -1.87 17.19 2.64 8.27
Camelot Premium Return A CPRFX -0.40 2.23 -1.68 18.19 3.44 9.09
Camelot Premium Return I CPRIX -0.40 2.30 -1.62 --- --- ---
MAI Managed Volatility Investor DIVPX 0.82 2.78 0.91 7.84 3.22 5.63
CBOE Vest S&P 500® Enhanced Gr Strat A ENGAX 1.14 --- 0.85 --- --- ---
CBOE Vest S&P 500® Enhanced Gr StratInst ENGIX 1.23 7.77 0.85 --- --- ---
CBOE Vest S&P 500® Enhanced Gr Strat Inv ENGLX 1.14 --- 0.85 --- --- ---
Cullen Enhanced Equity Income C ENHCX 0.95 4.78 1.15 13.50 --- ---
Cullen Enhanced Equity Income I ENHNX 1.04 5.11 1.27 14.60 --- ---
Cullen Enhanced Equity Income Retail ENHRX 0.95 4.97 1.23 14.25 --- ---
Eaton Vance Hedged Stock A EROAX 2.27 3.76 1.91 6.27 3.22 5.83
Eaton Vance Hedged Stock C EROCX 2.18 3.43 1.69 5.50 2.42 5.02
Eaton Vance Hedged Stock I EROIX 2.27 3.75 1.90 6.54 3.45 6.09
First Investors Hedged US Eq Opps A FHEJX 1.56 4.82 0.77 --- --- ---
First Investors Hedged US Eq Opps Adv FHEKX 1.55 4.92 0.77 --- --- ---
First Investors Hedged US Eq Opps Instl FHELX 1.55 5.02 0.87 --- --- ---
First Investors Covered Call Strat A FRCCX 0.65 3.06 -0.62 9.48 --- ---
First Investors Covered Call Strat Adv FRCDX 0.65 3.21 -0.57 9.83 --- ---
First Investors Covered Call Strat Instl FRCEX 0.65 3.24 -0.54 9.93 --- ---
Gateway A GATEX 1.37 3.85 1.64 9.75 4.55 5.48
Gateway Equity Call Premium A GCPAX 1.43 4.36 1.65 12.52 --- ---
Gateway Equity Call Premium C GCPCX 1.35 4.00 1.48 11.55 --- ---
Gateway Equity Call Premium N GCPNX --- --- --- --- --- ---
Gateway Equity Call Premium Y GCPYX 1.34 4.42 1.71 12.68 --- ---
Glenmede Secured Options Institutional GLSOX 1.14 3.04 1.80 --- --- ---
Gateway C GTECX 1.28 3.54 1.46 8.89 3.74 4.67
Gateway N GTENX --- --- --- --- --- ---
Gateway Y GTEYX 1.37 3.94 1.73 10.01 4.79 5.73
Glenmede Secured Options GTSOX 1.14 2.96 1.71 12.00 5.69 8.69
Hatteras Disciplined Opportunity Instl HDOIX 0.94 3.45 1.32 10.79 5.34 ---
Catalyst Hedged Futures Strategy A HFXAX -1.03 -16.67 -3.35 -14.80 -2.70 ---
Catalyst Hedged Futures Strategy C HFXCX -1.06 -16.93 -3.56 -15.49 -3.41 ---
Catalyst Hedged Futures Strategy I HFXIX -1.02 -16.62 -3.32 -14.61 -2.46 ---
AlphaCentric Hedged Market Opportunity A HMXAX 0.11 1.92 0.98 --- --- ---
AlphaCentric Hedged Market Opportunity C HMXCX 0.00 1.70 0.76 --- --- ---
AlphaCentric Hedged Market Opportunity I HMXIX 0.05 1.97 0.97 --- --- ---
Rational Iron Horse A IRHAX 0.58 3.38 0.48 6.04 3.27 6.71
Rational Iron Horse C IRHCX 0.48 --- --- --- --- ---
Rational Iron Horse I IRHIX 0.68 3.48 0.58 6.31 3.57 7.02
Ironclad Managed Risk IRONX 0.91 2.40 1.00 6.20 2.55 5.43
James Alpha Managed Risk Domestic Eq A JDAEX 0.99 2.01 -0.49 5.28 --- ---
James Alpha Managed Risk Domestic Eq C JDCEX 1.00 1.62 -0.69 4.47 --- ---
James Alpha Managed Risk Domestic Eq I JDIEX 1.09 2.10 -0.39 5.69 --- ---
James Alpha Mgd Risk Emerg Mkts Eq A JEAMX 2.48 5.65 1.95 12.36 --- ---
James Alpha Mgd Risk Emerg Mkts Eq C JECMX 2.40 5.26 1.76 11.48 --- ---
James Alpha Mgd Risk Emerg Mkts Eq I JEIMX 2.47 5.74 2.05 12.64 --- ---
JPMorgan Hedged Equity I JHEQX 1.23 4.49 1.33 14.42 6.70 ---
JPMorgan Hedged Equity A JHQAX 1.24 4.42 1.26 14.08 6.44 ---
JPMorgan Hedged Equity C JHQCX 1.13 4.19 1.08 13.53 5.89 ---
JPMorgan Hedged Equity R5 JHQPX 1.23 4.58 1.37 14.60 6.92 ---
JPMorgan Hedged Equity R6 JHQRX 1.23 4.53 1.32 14.59 6.95 ---
JHancock Redwood A JTRAX 0.29 1.38 0.49 4.98 0.97 ---
JHancock Redwood C JTRCX 0.30 1.10 0.30 4.33 --- ---
JHancock Redwood I JTRIX 0.38 1.56 0.58 5.35 1.28 ---
JHancock Redwood R6 JTRRX 0.38 1.55 0.57 5.42 1.46 ---
KKM Enhanced US Equity A KKMAX 1.07 1.07 0.11 3.69 --- ---
KKM Enhanced US Equity I KKMIX 1.08 1.08 0.21 3.81 --- ---
Kaizen Hedged Premium Spreads I KZSIX -0.13 1.66 0.63 6.27 --- ---
Leigh Baldwin Total Return LEBOX -0.29 -1.85 -1.57 -1.43 -1.81 -1.07
LJM Preservation and Growth A LJMAX 0.37 4.07 3.07 11.06 7.72 ---
LJM Preservation and Growth C LJMCX 0.28 3.79 2.79 10.47 --- ---
LJM Preservation and Growth I LJMIX 0.37 4.11 3.13 11.35 8.00 ---
LS Theta Institutional LQTIX 0.73 2.24 1.28 7.26 3.14 ---
LS Theta Investor LQTVX 0.72 2.15 1.21 6.99 2.88 ---
MAI Managed Volatility Institutional MAIPX 0.83 2.88 0.98 8.15 3.47 5.87
M.D. Sass Equity Income Plus Instl MDEIX -0.84 1.83 -1.52 5.63 2.53 ---
M.D. Sass Equity Income Plus Inv MDEPX -0.93 1.74 -1.62 5.35 2.19 ---
Madison Covered Call & Equity Income A MENAX 0.34 1.66 -0.88 7.15 3.74 7.24
Madison Covered Call & Equity Income C MENCX 0.23 1.38 -1.04 6.41 2.99 ---
Madison Covered Call & Equity Income R6 MENRX 0.44 1.95 -0.65 7.75 4.19 ---
Madison Covered Call & Equity Income Y MENYX 0.33 1.86 -0.76 7.44 4.02 7.50
Glenmede Global Secured Options NOVIX 2.09 6.72 2.21 11.74 -0.77 ---
Neuberger Berman US Eq Idx PtWrtStrt A NUPAX 1.31 4.83 1.97 --- --- ---
Neuberger Berman US Eq Idx PtWrtStrt C NUPCX 1.31 4.55 1.79 --- --- ---
Neuberger Berman US Eq Idx PtWrtStrtInst NUPIX 1.40 5.00 2.04 --- --- ---
Neuberger Berman US Eq Idx PtWrtStrt R6 NUPRX 1.40 5.10 2.04 --- --- ---
Princeton Premium A PPFAX 1.76 4.72 3.37 --- --- ---
Princeton Premium I PPFIX 1.75 4.82 3.47 --- --- ---
Russell Inv Strategic Call Overwrtg S ROWSX 1.75 5.34 1.50 15.88 6.59 ---
RiverPark Structural Alpha Retail RSAFX 0.30 0.80 0.50 2.76 1.49 ---
RiverPark Structural Alpha Institutional RSAIX 0.20 0.90 0.50 2.94 1.71 ---
Swan Defined Risk US Small Cap A SDCAX 0.18 0.62 -1.05 14.02 --- ---
Swan Defined Risk US Small Cap C SDCCX 0.09 0.36 -1.23 13.23 --- ---
Swan Defined Risk US Small Cap I SDCIX 0.18 0.71 -1.05 14.31 --- ---
Swan Defined Risk Emerging Markets A SDFAX 3.98 9.85 4.53 16.70 --- ---
Swan Defined Risk Emerging Markets C SDFCX 3.92 9.62 4.37 15.87 --- ---
Swan Defined Risk Emerging Markets I SDFIX 3.96 10.04 4.62 17.03 --- ---
Swan Defined Risk Foreign Developed A SDJAX 5.04 7.93 5.88 8.04 --- ---
Swan Defined Risk Foreign Developed C SDJCX 5.07 7.64 5.81 7.35 --- ---
Swan Defined Risk Foreign Developed I SDJIX 5.14 8.02 5.98 8.41 --- ---
Swan Defined Risk A SDRAX 1.17 2.11 0.92 7.53 2.74 ---
Swan Defined Risk C SDRCX 1.10 1.79 0.67 6.63 1.98 ---
Swan Defined Risk I SDRIX 1.16 2.27 1.00 7.79 2.99 ---
Exceed Defined Shield Index Investor SHIEX 1.62 4.41 1.23 11.91 --- ---
Exceed Defined Shield Index Instl SHIIX 1.61 4.39 1.23 12.11 --- ---
Stadion Alternative Income C TACCX -0.71 -3.16 -1.41 -0.96 --- ---
Stadion Alternative Income A TACFX -0.70 -2.94 -1.20 -0.30 2.05 ---
Stadion Alternative Income I TACSX -0.60 -2.86 -1.11 0.02 2.32 ---
Covered Bridge A TCBAX 0.10 1.94 -0.66 14.04 4.48 ---
Covered Bridge I TCBIX 0.20 2.01 -0.50 14.33 4.74 ---
Touchstone Dynamic Equity A TDEAX -0.86 -0.92 -0.13 4.48 3.31 7.66
Touchstone Dynamic Equity C TDECX -0.93 -1.21 -0.29 3.74 2.55 6.85
Touchstone Dynamic Equity Instl TDELX -0.90 -0.84 -0.06 4.81 3.62 7.97
Touchstone Dynamic Equity Y TDEYX -0.84 -0.78 -0.07 4.85 3.65 7.96
TCW/Gargoyle Dynamic 500 Collar N TFCNX 0.80 --- --- --- --- ---
TCW/Gargoyle Dynamic 500 Collar I TFCSX 0.91 --- --- --- --- ---
TCW | Gargoyle Dynamic 500 I TFDIX 1.47 5.24 2.03 12.81 --- ---
TCW | Gargoyle Dynamic 500 N TFDNX 1.38 5.15 1.94 12.46 --- ---
TCW | Gargoyle Hedged Value I TFHIX -1.52 1.46 -4.43 9.72 -1.50 8.80
TCW | Gargoyle Hedged Value N TFHVX -1.51 1.33 -4.51 9.51 -1.73 8.54
CBOE Vest Defined Distribution Strat A VDDAX 0.39 --- --- --- --- ---
CBOE Vest Defined Distribution Strat C VDDCX 0.39 -0.97 0.37 --- --- ---
CBOE Vest Defined Distribution Strat Int VDDIX 0.39 -0.58 0.67 --- --- ---
CBOE Vest Defined Distribution Strat Inv VDDLX 0.29 -0.77 0.57 --- --- ---
Virtus Rampart Low Volatility Equity A VLVAX 0.08 2.81 -0.25 10.10 3.05 ---
Virtus Rampart Low Volatility Equity C VLVCX 0.08 2.51 -0.42 9.32 2.27 ---
Virtus Rampart Low Volatility Equity I VLVIX 0.08 2.90 -0.25 10.38 3.31 ---
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