Options-based: Total Returns

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Data through 9/21/2018. 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 0.84 3.59 3.31 6.09 6.31 4.78
Arin Large Cap Theta Advisor AVOAX 0.79 -0.92 2.88 -0.20 2.38 2.87
Arin Large Cap Theta Institutional AVOLX 0.89 -0.60 2.99 0.32 2.79 3.16
AllianzGI Structured Return A AZIAX 0.69 2.08 2.47 3.42 4.38 4.14
AllianzGI Structured Return C AZICX 0.58 1.43 2.23 2.53 3.55 3.34
AllianzGI Structured Return Instl AZIIX 0.74 2.32 2.51 3.71 4.64 4.41
AllianzGI Structured Return P AZIPX 0.69 2.22 2.48 3.59 4.58 4.32
AllianzGI Structured Return R6 AZIRX 0.68 2.27 2.53 3.66 --- ---
AllianzGI US Equity-Hedged A AZUAX 1.71 3.77 4.91 9.09 7.52 6.43
AllianzGI US Equity-Hedged C AZUCX 1.62 3.18 4.73 8.28 6.69 5.63
AllianzGI US Equity-Hedged Instl AZUIX 1.74 3.99 5.01 9.36 7.77 6.69
AllianzGI US Equity-Hedged P AZUPX 1.68 3.82 4.93 9.19 7.66 6.56
Beacon Accelerated Return Strategy Instl BARLX 1.71 9.26 5.69 --- --- ---
Beacon Accelerated Return Strategy A BARTX 1.71 --- 5.60 --- --- ---
Soundwatch Core Hedged Equity Instl BHHEX 1.77 3.72 4.72 10.18 --- ---
Beacon Planned Return Strategy Instl BPRLX 1.03 5.40 3.07 --- --- ---
Beacon Planned Return Strategy A BPRTX 1.04 --- 2.98 --- --- ---
Bridgeway Managed Volatility BRBPX -0.62 4.16 1.20 7.56 5.86 4.54
Belmont Theta Income Institutional BTIFX -0.88 --- -0.35 --- --- ---
CBOE Vest S&P 500® Buffer Strategy A BUAGX 1.42 --- --- --- --- ---
CBOE Vest S&P 500® Buffer Strategy C BUCGX 1.34 --- --- --- --- ---
CBOE Vest S&P 500® Buffer Strategy Instl BUIGX 1.50 6.39 4.11 10.15 --- ---
CBOE Vest S&P 500® Buffer Strategy Inv BUMGX 1.43 6.15 3.96 9.81 --- ---
CBOE Vest S&P 500® Buffer Strategy Y BUYGX 1.50 --- --- --- --- ---
Main BuyWrite I BUYWX 0.71 4.78 1.33 6.91 --- ---
Calamos Hedged Equity Income A CAHEX 0.89 7.75 2.55 10.55 8.01 ---
Iron Equity Premium Income Investor CALIX 1.81 4.49 3.52 9.90 --- ---
Iron Equity Premium Income Institutional CALLX 1.81 4.75 3.61 10.24 --- ---
Calamos Hedged Equity Income C CCHEX 0.79 7.16 2.38 9.78 7.23 ---
Calamos Hedged Equity Income I CIHEX 0.87 7.98 2.62 10.96 8.31 ---
Catalyst/Exceed Defined Risk A CLPAX 0.87 5.75 3.35 7.83 3.16 ---
Catalyst/Exceed Defined Risk C CLPCX 0.80 5.13 3.18 7.03 2.29 ---
Catalyst/Exceed Defined Risk I CLPFX 0.96 5.91 3.42 8.16 3.34 ---
Camelot Premium Return C CPRCX -1.23 9.26 2.78 13.28 9.43 6.42
Camelot Premium Return A CPRFX -1.32 9.82 2.95 14.13 10.27 7.23
Camelot Premium Return I CPRIX -1.22 10.05 3.11 14.72 --- ---
MAI Managed Volatility Investor DIVPX 1.08 5.72 4.10 8.76 6.91 5.45
Parametric Volatil Risk Prm-Defensv Insl EIVPX 1.41 5.32 3.99 8.47 --- ---
CBOE Vest S&P 500® Enhanced Gr Strat A ENGAX 1.83 8.68 5.54 14.32 --- ---
CBOE Vest S&P 500® Enhanced Gr Strat C ENGCX 1.82 --- --- --- --- ---
CBOE Vest S&P 500® Enhanced Gr StratInst ENGIX 1.82 8.81 5.59 14.73 --- ---
CBOE Vest S&P 500® Enhanced Gr Strat Inv ENGLX 1.75 8.57 5.53 14.40 --- ---
CBOE Vest S&P 500® Enhanced Gr Strat Y ENGYX 1.82 --- --- --- --- ---
Cullen Enhanced Equity Income C ENHCX 1.43 2.99 8.35 4.37 --- ---
Cullen Enhanced Equity Income I ENHNX 1.51 3.77 8.67 5.44 --- ---
Cullen Enhanced Equity Income Retail ENHRX 1.52 3.61 8.59 5.18 --- ---
Eaton Vance Hedged Stock A EROAX 0.22 3.68 2.42 7.05 4.68 5.21
Eaton Vance Hedged Stock C EROCX 0.22 3.15 2.23 6.26 3.89 4.42
Eaton Vance Hedged Stock I EROIX 0.32 4.01 2.52 7.30 4.95 5.47
First Investors Hedged US Eq Opps A FHEJX 1.27 7.43 4.08 11.63 --- ---
First Investors Hedged US Eq Opps Adv FHEKX 1.26 7.66 4.14 12.06 --- ---
First Investors Hedged US Eq Opps Instl FHELX 1.34 7.74 4.22 12.13 --- ---
First Investors Premium Income A FPIKX 0.59 --- 1.63 --- --- ---
First Investors Premium Income Advisor FPILX 0.59 --- 1.72 --- --- ---
First Investors Premium Income Instl FPIMX 0.58 --- 1.75 --- --- ---
First Investors Covered Call Strat A FRCCX 2.22 3.59 5.15 8.29 --- ---
First Investors Covered Call Strat Adv FRCDX 2.32 3.82 5.29 8.66 --- ---
First Investors Covered Call Strat Instl FRCEX 2.24 3.85 5.32 8.79 --- ---
Gateway A GATEX 0.67 3.37 3.08 5.77 6.59 5.31
Gateway Equity Call Premium A GCPAX 1.20 4.68 4.35 7.89 8.97 ---
Gateway Equity Call Premium C GCPCX 1.13 4.11 4.09 7.07 8.14 ---
Gateway Equity Call Premium N GCPNX 1.29 4.86 4.42 8.21 --- ---
Gateway Equity Call Premium Y GCPYX 1.29 4.84 4.41 8.25 9.26 ---
Glenmede Secured Options Institutional GLSOX 0.62 8.13 3.57 9.24 --- ---
Gateway C GTECX 0.59 2.79 2.89 4.96 5.78 4.51
Gateway N GTENX 0.70 3.58 3.15 6.05 --- ---
Gateway Y GTEYX 0.70 3.56 3.17 6.03 6.85 5.56
Glenmede Secured Options GTSOX 0.62 7.98 3.51 9.01 8.41 7.07
Harvest Edge Absolute Institutional HEAIX 0.58 3.62 2.04 --- --- ---
Harvest Edge Absolute Investor HEANX 0.58 3.40 1.97 --- --- ---
Harvest Edge Bond Institutional HEBIX -0.71 -2.70 0.72 --- --- ---
Harvest Edge Bond Investor HEBNX -0.74 -2.82 0.67 --- --- ---
Harvest Edge Equity Institutional HEEIX 2.35 9.12 6.87 --- --- ---
Harvest Edge Equity Investor HEENX 2.35 9.03 6.78 --- --- ---
Catalyst Hedged Futures Strategy A HFXAX -2.01 -2.49 -2.49 -8.11 -7.26 -1.45
Catalyst Hedged Futures Strategy C HFXCX -2.09 -2.97 -2.72 -8.86 -7.96 -2.18
Catalyst Hedged Futures Strategy I HFXIX -1.98 -2.22 -2.46 -7.91 -7.03 -1.21
AlphaCentric Hedged Market Opportunity A HMXAX 1.72 -8.05 3.82 -7.05 --- ---
AlphaCentric Hedged Market Opportunity C HMXCX 1.68 -8.50 3.68 -7.69 --- ---
AlphaCentric Hedged Market Opportunity I HMXIX 1.76 -7.38 3.90 -6.27 --- ---
Rational Hedged Return A HRSAX 1.48 8.53 4.19 15.12 4.49 -1.89
Rational Hedged Return C HRSFX 1.49 7.91 4.00 14.51 --- ---
Rational Hedged Return Instl HRSTX 1.69 8.82 4.22 15.57 4.60 -1.80
IPS Strategic Capital Absolute Ret Instl IPSAX 2.23 5.36 5.06 12.16 --- ---
Rational Iron Horse A IRHAX 0.00 -2.72 0.27 -0.57 3.83 3.41
Rational Iron Horse C IRHCX -0.10 -3.07 0.13 -1.01 --- ---
Rational Iron Horse I IRHIX 0.00 -2.56 0.28 -0.29 4.07 3.68
Ironclad Managed Risk IRONX 0.09 7.56 1.01 7.56 4.74 4.89
James Alpha Managed Risk Domestic Eq A JDAEX 0.28 4.83 1.59 7.19 4.98 ---
James Alpha Managed Risk Domestic Eq C JDCEX 0.19 4.19 1.33 6.40 4.19 ---
James Alpha Managed Risk Domestic Eq I JDIEX 0.55 5.19 1.86 7.69 5.48 ---
James Alpha Managed Risk Domestic Eq S JDSEX 0.64 5.76 2.04 8.39 --- ---
James Alpha Mgd Risk Emerg Mkts Eq A JEAMX -0.21 -2.37 -0.21 -0.01 3.05 ---
James Alpha Mgd Risk Emerg Mkts Eq C JECMX -0.32 -2.91 -0.43 -0.80 2.33 ---
James Alpha Mgd Risk Emerg Mkts Eq I JEIMX -0.21 -1.95 -0.21 0.41 3.53 ---
James Alpha Mgd Risk Emerg Mkts Eq S JESMX -0.21 -1.74 -0.10 0.72 --- ---
JPMorgan Hedged Equity I JHEQX 0.85 5.01 3.39 8.52 9.76 ---
JPMorgan Hedged Equity A JHQAX 0.80 4.78 3.29 8.22 9.49 ---
JPMorgan Hedged Equity C JHQCX 0.75 4.41 3.19 7.69 8.94 ---
JPMorgan Hedged Equity R5 JHQPX 0.85 5.15 3.43 8.75 9.97 ---
JPMorgan Hedged Equity R6 JHQRX 0.90 5.23 3.50 8.81 10.03 ---
JHancock Redwood A JTRAX 0.54 3.93 2.02 5.21 3.75 ---
JHancock Redwood C JTRCX 0.47 3.35 1.79 4.45 3.02 ---
JHancock Redwood I JTRIX 0.54 4.06 1.99 5.43 4.07 ---
JHancock Redwood R6 JTRRX 0.53 4.22 2.07 5.58 4.17 ---
CBOE Vest S&P 500 Dv Arst Trgt Inc A KNGAX 2.54 6.74 8.99 15.83 --- ---
CBOE Vest S&P 500 Dv Arst Trgt Inc C KNGCX 2.52 6.18 8.83 15.01 --- ---
CBOE Vest S&P 500 Dv Arst Trgt Inc Instl KNGIX 2.60 6.92 9.12 16.07 --- ---
CBOE Vest S&P 500 Dv Arst Trgt Inc Inv KNGLX 2.56 6.69 9.00 15.57 --- ---
CBOE Vest S&P 500 Dv Arst Trgt Inc Y KNGYX 2.70 --- --- --- --- ---
RAISE Core Tactical I KRCTX 2.40 9.23 6.63 10.94 4.48 ---
Leigh Baldwin Total Return LEBOX 0.00 0.00 -0.12 0.29 -0.91 -0.63
LS Theta Institutional LQTIX 0.57 -0.70 1.90 0.62 3.47 ---
LS Theta Investor LQTVX 0.56 -0.89 1.83 0.36 3.21 ---
MAI Managed Volatility Institutional MAIPX 1.10 5.96 4.19 9.07 7.22 5.66
M.D. Sass Equity Income Plus Instl MDEIX 2.36 2.37 4.47 4.20 4.10 4.45
M.D. Sass Equity Income Plus Inv MDEPX 2.27 2.13 4.38 3.95 3.73 4.13
Madison Covered Call & Equity Income A MENAX 1.65 7.42 4.29 10.88 7.69 6.17
Madison Covered Call & Equity Income C MENCX 1.74 6.84 4.18 10.11 6.91 5.41
Madison Covered Call & Equity Income R6 MENRX 1.70 7.76 4.38 11.32 8.14 6.60
Madison Covered Call & Equity Income Y MENYX 1.72 7.60 4.30 11.18 7.96 6.45
Cboe Vest S&P 500® Enh & Buffer A MRAAX 2.82 11.67 6.38 --- --- ---
Cboe Vest S&P 500® Enh & Buffer C MRACX 2.75 11.02 6.23 --- --- ---
Cboe Vest S&P 500® Enh & Buffer Instl MRAIX 2.82 11.38 6.49 --- --- ---
Cboe Vest S&P 500® Enh & Buffer Inv MRALX 2.82 11.67 6.38 --- --- ---
Cboe Vest S&P 500® Enh & Buffer Y MRAYX 2.80 12.14 6.54 --- --- ---
Neuberger Berman Hedged Option Prm A NHOAX 0.15 -1.42 1.46 -1.80 --- ---
Neuberger Berman Hedged Option Prm C NHOCX 0.04 -1.97 1.22 -2.55 --- ---
Neuberger Berman Hedged Option Prm Instl NHOIX 0.19 -1.16 1.55 -1.43 --- ---
Neuberger Berman Hedged Option Prm R6 NHORX 0.21 -1.11 1.55 -1.34 --- ---
Glenmede Global Secured Options NOVIX 1.16 5.15 3.51 9.28 6.97 3.12
Neuberger Berman US Eq Idx PtWrtStrt A NUPAX 0.97 3.23 3.48 5.75 --- ---
Neuberger Berman US Eq Idx PtWrtStrt C NUPCX 0.95 2.73 3.30 4.99 --- ---
Neuberger Berman US Eq Idx PtWrtStrtInst NUPIX 1.03 3.55 3.61 6.07 --- ---
Neuberger Berman US Eq Idx PtWrtStrt R6 NUPRX 1.05 3.60 3.64 6.15 --- ---
Princeton Premium A PPFAX 0.77 -1.31 3.55 0.31 --- ---
Princeton Premium I PPFIX 0.86 -1.12 3.63 0.69 --- ---
Russell Inv Strategic Call Overwrtg S ROWSX 1.25 4.83 5.69 10.29 10.91 7.62
Crossmark Steward Cov Call Inc A SCJAX 1.72 7.28 5.33 --- --- ---
Crossmark Steward Cov Call Inc C SCJCX 1.90 7.09 5.51 --- --- ---
Crossmark Steward Cov Call Inc Instl SCJIX 1.78 7.40 5.40 --- --- ---
Crossmark Steward Cov Call Inc K SCJKX 1.90 7.06 5.52 --- --- ---
Swan Defined Risk US Small Cap A SDCAX 0.23 5.52 1.83 9.68 --- ---
Swan Defined Risk US Small Cap C SDCCX 0.16 5.02 1.62 8.93 --- ---
Swan Defined Risk US Small Cap I SDCIX 0.23 5.75 1.90 10.00 --- ---
Swan Defined Risk Emerging Markets A SDFAX 0.00 -7.60 -0.70 -5.21 5.07 ---
Swan Defined Risk Emerging Markets C SDFCX 0.00 -8.03 -0.92 -5.87 4.29 ---
Swan Defined Risk Emerging Markets I SDFIX 0.10 -7.37 -0.59 -4.91 5.33 ---
Swan Defined Risk Foreign Developed A SDJAX 1.25 -3.74 1.15 -1.69 --- ---
Swan Defined Risk Foreign Developed C SDJCX 1.17 -4.32 0.97 -2.53 --- ---
Swan Defined Risk Foreign Developed I SDJIX 1.24 -3.56 1.24 -1.47 --- ---
Swan Defined Risk A SDRAX 1.53 2.23 4.82 6.22 6.67 4.82
Swan Defined Risk C SDRCX 1.40 1.64 4.58 5.43 5.85 4.03
Swan Defined Risk I SDRIX 1.52 2.46 4.87 6.51 6.92 5.09
Catalyst/Exceed Defined Shield A SHIEX 1.40 6.89 4.83 11.97 9.51 ---
Catalyst/Exceed Defined Shield I SHIIX 1.49 7.16 4.89 12.38 9.77 ---
Catalyst/Exceed Defined Shield C SHINX 1.32 6.34 4.58 11.11 --- ---
USCA Premium Buy-Write Institutional SHLDX 0.95 4.51 3.80 6.14 --- ---
Stadion Alternative Income C TACCX -0.95 -1.37 1.81 -1.22 1.15 ---
Stadion Alternative Income A TACFX -0.83 -0.75 2.07 -0.44 1.95 2.21
Stadion Alternative Income T TACRX -0.83 -0.72 1.97 -0.43 --- ---
Stadion Alternative Income I TACSX -0.84 -0.63 1.99 -0.24 2.15 2.45
Covered Bridge A TCBAX 1.60 6.98 6.03 10.59 10.85 ---
Covered Bridge I TCBIX 1.61 7.14 6.11 10.86 11.13 ---
Touchstone Dynamic Equity A TDEAX 0.12 1.74 1.94 5.44 6.65 6.09
Touchstone Dynamic Equity C TDECX 0.00 1.14 1.69 4.60 5.81 5.28
Touchstone Dynamic Equity Instl TDELX 0.18 2.01 2.01 5.89 6.99 6.43
Touchstone Dynamic Equity Y TDEYX 0.18 2.02 2.02 5.86 7.00 6.42
TCW | Gargoyle Dynamic 500 I TFDIX 0.66 3.99 3.03 7.56 --- ---
TCW | Gargoyle Dynamic 500 N TFDNX 0.66 3.83 2.95 7.29 --- ---
TCW | Gargoyle Hedged Value I TFHIX -0.91 -3.83 0.00 2.94 2.81 3.49
TCW | Gargoyle Hedged Value N TFHVX -1.01 -4.11 -0.20 2.62 2.51 3.23
CBOE Vest Alternative Income A VDDAX 0.48 -4.86 1.56 -6.77 --- ---
CBOE Vest Alternative Income C VDDCX 0.26 -4.49 0.99 -6.52 --- ---
CBOE Vest Alternative Income Int VDDIX 0.47 -3.60 1.42 -5.43 --- ---
CBOE Vest Alternative Income Inv VDDLX 0.48 -3.82 1.43 -5.66 --- ---
CBOE Vest Alternative Income Y VDDYX 0.69 --- --- --- --- ---
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