Option Writing: Total Returns

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Data through 8/17/2017. 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 -0.45 4.02 1.81 5.44 2.84 5.23
Arin Large Cap Theta Advisor AVOAX 0.48 3.49 2.17 2.71 3.15 ---
Arin Large Cap Theta Institutional AVOLX 0.58 3.79 2.26 3.09 3.56 ---
AllianzGI Structured Return A AZIAX -0.06 2.82 1.52 4.91 4.16 ---
AllianzGI Structured Return C AZICX -0.13 2.30 1.30 4.09 3.37 ---
AllianzGI Structured Return Instl AZIIX -0.06 2.98 1.57 5.18 4.40 ---
AllianzGI Structured Return P AZIPX -0.06 2.95 1.52 5.16 4.34 ---
AllianzGI Structured Return R6 AZIRX -0.06 3.01 1.58 --- --- ---
AllianzGI US Equity-Hedged A AZUAX -0.74 5.60 2.78 8.09 3.39 ---
AllianzGI US Equity-Hedged C AZUCX -0.77 5.11 2.52 7.30 2.63 ---
AllianzGI US Equity-Hedged Instl AZUIX -0.74 5.75 2.77 8.33 3.64 ---
AllianzGI US Equity-Hedged P AZUPX -0.69 5.66 2.81 8.25 3.54 ---
Soundwatch Core Hedged Equity Instl BHHEX -0.67 8.53 2.88 --- --- ---
Bridgeway Managed Volatility BRBPX -0.47 3.42 1.23 4.00 2.41 4.39
CBOE Vest S&P 500® Bffr Prt Strt Instl BUIGX -0.18 7.05 2.63 --- --- ---
CBOE Vest S&P 500® Bffr Prt Strt Inv BUMGX -0.27 6.86 2.54 --- --- ---
Main BuyWrite I BUYWX -0.47 4.17 2.04 4.59 --- ---
Calamos Hedged Equity Income A CAHEX -0.47 4.28 1.43 6.34 --- ---
Calamos Hedged Equity Income T CAHTX -0.47 --- 1.51 --- --- ---
Iron Equity Premium Income Investor CALIX -0.99 7.67 2.47 10.12 --- ---
Iron Equity Premium Income Institutional CALLX -0.90 7.96 2.62 10.50 --- ---
Calamos Hedged Equity Income C CCHEX -0.47 3.81 1.33 5.58 --- ---
Crow Point Defined Risk Global Eq Inc A CGHAX -0.47 4.79 2.63 5.54 -0.42 1.38
Crow Point Defined Risk Global Eq Inc I CGHIX -0.35 5.02 2.68 5.79 -0.13 ---
Calamos Hedged Equity Income I CIHEX -0.37 4.49 1.56 6.58 --- ---
Catalyst Exceed Defined Risk A CLPAX -0.42 4.58 1.48 9.73 2.38 ---
Catalyst Exceed Defined Risk C CLPCX -0.43 4.15 1.31 8.79 1.56 ---
Catalyst Exceed Defined Risk I CLPFX -0.31 4.89 1.58 9.90 2.60 ---
Camelot Premium Return C CPRCX -2.97 -0.23 -1.54 2.33 0.63 5.94
Camelot Premium Return A CPRFX -2.95 0.17 -1.42 2.98 1.40 6.69
Camelot Premium Return I CPRIX -2.85 0.40 -1.26 --- --- ---
Day Hagan Hedged Strategy A DHJAX -0.97 --- 2.30 --- --- ---
Day Hagan Hedged Strategy C DHJCX -0.87 --- 2.51 --- --- ---
Day Hagan Hedged Strategy I DHJIX -0.87 2.76 2.51 --- --- ---
MAI Managed Volatility Investor DIVPX -0.36 3.79 1.45 4.95 3.05 4.72
Parametric Volatil Risk Prm-Defensv Insl EIVPX -0.48 --- 2.55 --- --- ---
CBOE Vest S&P 500® Enhanced Gr Strat A ENGAX -0.27 --- 3.97 --- --- ---
CBOE Vest S&P 500® Enhanced Gr StratInst ENGIX -0.27 11.30 4.15 --- --- ---
CBOE Vest S&P 500® Enhanced Gr Strat Inv ENGLX -0.27 --- 4.16 --- --- ---
Cullen Enhanced Equity Income C ENHCX -0.94 4.90 0.78 6.71 --- ---
Cullen Enhanced Equity Income I ENHNX -0.84 5.55 0.99 7.71 --- ---
Cullen Enhanced Equity Income Retail ENHRX -0.85 5.33 0.92 7.50 --- ---
Eaton Vance Hedged Stock A EROAX -1.03 4.85 1.89 3.80 2.86 5.41
Eaton Vance Hedged Stock C EROCX -1.05 4.41 1.79 3.02 2.12 4.65
Eaton Vance Hedged Stock I EROIX -1.03 4.96 2.00 3.95 3.13 5.69
First Investors Hedged US Eq Opps A FHEJX -1.21 6.33 2.52 6.44 --- ---
First Investors Hedged US Eq Opps Adv FHEKX -1.12 6.53 2.61 6.76 --- ---
First Investors Hedged US Eq Opps Instl FHELX -1.21 6.63 2.61 6.86 --- ---
First Investors Covered Call Strat A FRCCX -0.82 4.03 1.60 5.94 --- ---
First Investors Covered Call Strat Adv FRCDX -0.73 4.34 1.75 6.27 --- ---
First Investors Covered Call Strat Instl FRCEX -0.82 4.40 1.78 6.40 --- ---
Gateway A GATEX -0.25 5.34 1.98 7.79 4.59 4.82
Gateway Equity Call Premium A GCPAX -0.43 5.98 2.37 9.69 --- ---
Gateway Equity Call Premium C GCPCX -0.52 5.50 2.17 8.93 --- ---
Gateway Equity Call Premium N GCPNX -0.43 --- 2.51 --- --- ---
Gateway Equity Call Premium Y GCPYX -0.43 6.19 2.41 9.93 --- ---
Glenmede Secured Options Institutional GLSOX 0.08 4.03 1.37 --- --- ---
Gateway C GTECX -0.31 4.84 1.80 6.98 3.80 4.03
Gateway N GTENX -0.22 --- 2.06 --- --- ---
Gateway Y GTEYX -0.25 5.47 2.01 8.02 4.84 5.07
Glenmede Secured Options GTSOX 0.00 3.87 1.29 7.36 5.65 7.19
Hatteras Disciplined Opportunity Instl HDOIX 0.00 5.28 2.24 7.81 5.43 ---
Catalyst Hedged Futures Strategy A HFXAX 1.87 -16.18 0.46 -18.92 -3.23 ---
Catalyst Hedged Futures Strategy C HFXCX 1.69 -16.63 0.24 -19.56 -3.98 ---
Catalyst Hedged Futures Strategy I HFXIX 1.74 -16.14 0.46 -18.79 -3.03 ---
AlphaCentric Hedged Market Opportunity A HMXAX 0.21 3.28 2.22 --- --- ---
AlphaCentric Hedged Market Opportunity C HMXCX 0.16 2.91 2.01 --- --- ---
AlphaCentric Hedged Market Opportunity I HMXIX 0.26 3.44 2.27 --- --- ---
Rational Iron Horse A IRHAX -0.76 4.37 1.55 3.45 2.49 5.44
Rational Iron Horse C IRHCX -0.76 --- 1.26 --- --- ---
Rational Iron Horse I IRHIX -0.66 4.57 1.64 3.65 2.79 5.73
Ironclad Managed Risk IRONX -0.09 3.14 0.99 4.69 2.41 4.36
James Alpha Managed Risk Domestic Eq A JDAEX -0.68 2.61 1.39 2.30 --- ---
James Alpha Managed Risk Domestic Eq C JDCEX -0.69 2.12 1.20 1.61 --- ---
James Alpha Managed Risk Domestic Eq I JDIEX -0.58 2.90 1.48 2.80 --- ---
James Alpha Managed Risk Domestic Eq S JDSEX --- --- --- --- --- ---
James Alpha Mgd Risk Emerg Mkts Eq A JEAMX -0.10 7.14 1.72 4.04 --- ---
James Alpha Mgd Risk Emerg Mkts Eq C JECMX -0.20 6.55 1.43 3.22 --- ---
James Alpha Mgd Risk Emerg Mkts Eq I JEIMX -0.10 7.33 1.81 4.32 --- ---
James Alpha Mgd Risk Emerg Mkts Eq S JESMX --- --- --- --- --- ---
JPMorgan Hedged Equity I JHEQX -0.38 6.73 2.94 12.05 6.59 ---
JPMorgan Hedged Equity A JHQAX -0.43 6.55 2.84 11.67 6.31 ---
JPMorgan Hedged Equity C JHQCX -0.44 6.22 2.75 11.15 5.79 ---
JPMorgan Hedged Equity R5 JHQPX -0.32 6.86 2.98 12.22 6.79 ---
JPMorgan Hedged Equity R6 JHQRX -0.38 6.83 2.99 12.21 6.83 ---
JHancock Redwood A JTRAX 0.29 2.75 1.65 3.77 1.22 ---
JHancock Redwood C JTRCX 0.10 2.20 1.39 3.02 0.47 ---
JHancock Redwood I JTRIX 0.28 2.92 1.73 4.13 1.53 ---
JHancock Redwood R6 JTRRX 0.28 3.00 1.72 4.21 1.70 ---
KKM Enhanced US Equity A KKMAX 0.63 2.99 2.12 1.87 -1.19 ---
KKM Enhanced US Equity I KKMIX 0.53 3.02 2.03 1.90 -1.01 ---
Kaizen Hedged Premium Spreads I KZSIX -1.66 -1.91 -2.29 0.13 --- ---
Leigh Baldwin Total Return LEBOX 0.14 -1.70 0.29 -2.26 -2.25 -1.50
LJM Preservation and Growth A LJMAX 0.82 6.49 3.00 11.34 7.72 ---
LJM Preservation and Growth C LJMCX 0.92 6.12 2.82 10.66 --- ---
LJM Preservation and Growth I LJMIX 1.00 6.70 3.05 11.71 8.01 ---
LS Theta Institutional LQTIX -0.57 3.34 1.54 5.41 3.61 ---
LS Theta Investor LQTVX -0.57 3.18 1.48 5.14 3.36 ---
MAI Managed Volatility Institutional MAIPX -0.36 3.96 1.51 5.24 3.30 4.96
M.D. Sass Equity Income Plus Instl MDEIX -0.37 4.43 2.85 6.57 2.06 ---
M.D. Sass Equity Income Plus Inv MDEPX -0.46 4.26 2.76 6.19 1.70 ---
Madison Covered Call & Equity Income A MENAX -2.10 1.65 1.00 1.72 2.85 5.68
Madison Covered Call & Equity Income C MENCX -2.20 1.12 0.68 0.94 2.05 4.89
Madison Covered Call & Equity Income R6 MENRX -2.05 1.94 1.08 2.18 3.23 6.10
Madison Covered Call & Equity Income Y MENYX -2.17 1.84 0.98 1.97 3.07 5.95
Neuberger Berman Hedged Option Prm A NHOAX 0.28 --- 1.38 --- --- ---
Neuberger Berman Hedged Option Prm C NHOCX 0.20 --- 1.20 --- --- ---
Neuberger Berman Hedged Option Prm Instl NHOIX 0.28 --- 1.50 --- --- ---
Neuberger Berman Hedged Option Prm R6 NHORX 0.28 --- 1.48 --- --- ---
Glenmede Global Secured Options NOVIX -0.68 6.88 0.65 6.60 -0.47 ---
Neuberger Berman US Eq Idx PtWrtStrt A NUPAX -0.81 6.40 2.35 --- --- ---
Neuberger Berman US Eq Idx PtWrtStrt C NUPCX -0.82 5.90 2.15 --- --- ---
Neuberger Berman US Eq Idx PtWrtStrtInst NUPIX -0.72 6.66 2.43 --- --- ---
Neuberger Berman US Eq Idx PtWrtStrt R6 NUPRX -0.72 6.77 2.44 --- --- ---
Princeton Premium A PPFAX 0.85 7.23 3.19 --- --- ---
Princeton Premium I PPFIX 0.85 7.33 3.19 --- --- ---
Russell Inv Strategic Call Overwrtg S ROWSX -0.46 8.01 3.51 12.04 7.63 6.63
Swan Defined Risk US Small Cap A SDCAX -3.44 -0.18 0.00 5.57 --- ---
Swan Defined Risk US Small Cap C SDCCX -3.48 -0.63 -0.18 4.83 --- ---
Swan Defined Risk US Small Cap I SDCIX -3.43 0.00 0.09 5.94 --- ---
Swan Defined Risk Emerging Markets A SDFAX 0.20 13.50 3.85 9.98 --- ---
Swan Defined Risk Emerging Markets C SDFCX 0.10 13.09 3.69 9.19 --- ---
Swan Defined Risk Emerging Markets I SDFIX 0.19 13.80 4.04 10.27 --- ---
Swan Defined Risk Foreign Developed A SDJAX 0.00 9.04 2.09 8.61 --- ---
Swan Defined Risk Foreign Developed C SDJCX -0.09 8.45 1.82 7.72 --- ---
Swan Defined Risk Foreign Developed I SDJIX 0.09 9.24 2.18 8.97 --- ---
Swan Defined Risk A SDRAX -0.89 2.95 1.58 5.10 2.11 4.76
Swan Defined Risk C SDRCX -0.91 2.47 1.35 4.38 1.35 ---
Swan Defined Risk I SDRIX -0.81 3.19 1.66 5.36 2.38 5.05
Exceed Defined Shield Index Investor SHIEX -0.82 6.07 2.27 7.95 --- ---
Exceed Defined Shield Index Instl SHIIX -0.73 6.24 2.45 8.35 --- ---
USCA Shield Institutional SHLDX -1.16 2.58 1.10 --- --- ---
Stadion Alternative Income C TACCX 0.62 -3.04 0.42 -3.26 --- ---
Stadion Alternative Income A TACFX 0.72 -2.62 0.63 -2.50 2.04 ---
Stadion Alternative Income T TACRX --- --- --- --- --- ---
Stadion Alternative Income I TACSX 0.72 -2.54 0.63 -2.30 2.30 ---
Covered Bridge A TCBAX -0.29 3.35 1.98 6.82 4.30 ---
Covered Bridge I TCBIX -0.29 3.47 2.04 7.10 4.60 ---
Touchstone Dynamic Equity A TDEAX -0.98 0.07 1.88 5.16 3.73 6.29
Touchstone Dynamic Equity C TDECX -1.06 -0.43 1.67 4.41 2.93 5.50
Touchstone Dynamic Equity Instl TDELX -0.96 0.26 1.97 5.47 4.03 6.61
Touchstone Dynamic Equity Y TDEYX -0.96 0.32 1.97 5.58 4.06 6.60
TCW/Gargoyle Dynamic 500 Collar N TFCNX -0.20 --- 0.50 --- --- ---
TCW/Gargoyle Dynamic 500 Collar I TFCSX -0.10 --- 0.60 --- --- ---
TCW | Gargoyle Dynamic 500 I TFDIX -0.35 7.05 2.55 10.62 --- ---
TCW | Gargoyle Dynamic 500 N TFDNX -0.36 6.96 2.47 10.38 --- ---
TCW | Gargoyle Hedged Value I TFHIX -3.17 2.58 2.00 7.21 -1.76 7.59
TCW | Gargoyle Hedged Value N TFHVX -3.26 2.34 2.00 7.01 -2.03 7.35
CBOE Vest Defined Distribution Strat A VDDAX 0.26 --- 1.32 --- --- ---
CBOE Vest Defined Distribution Strat C VDDCX 0.27 -0.27 1.12 --- --- ---
CBOE Vest Defined Distribution Strat Int VDDIX 0.37 0.43 1.42 --- --- ---
CBOE Vest Defined Distribution Strat Inv VDDLX 0.37 0.23 1.32 --- --- ---
Virtus Rampart Low Volatility Equity A VLVAX -0.33 4.34 2.34 4.96 2.78 ---
Virtus Rampart Low Volatility Equity C VLVCX -0.41 3.81 2.13 4.08 1.98 ---
Virtus Rampart Low Volatility Equity I VLVIX -0.33 4.53 2.43 5.25 3.04 ---
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