Option Writing: Total Returns

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Data through 10/19/2017. 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 0.80 7.23 1.83 8.77 4.81 5.11
Arin Large Cap Theta Advisor AVOAX 0.29 3.79 0.68 3.79 4.12 ---
Arin Large Cap Theta Institutional AVOLX 0.29 4.09 0.77 3.98 4.49 ---
AllianzGI Structured Return A AZIAX 0.31 4.22 1.24 5.14 5.14 ---
AllianzGI Structured Return C AZICX 0.25 3.62 1.03 4.33 4.36 ---
AllianzGI Structured Return Instl AZIIX 0.37 4.51 1.35 5.41 5.41 ---
AllianzGI Structured Return P AZIPX 0.31 4.42 1.24 5.39 5.34 ---
AllianzGI Structured Return R6 AZIRX 0.37 4.54 1.30 --- --- ---
AllianzGI US Equity-Hedged A AZUAX 1.47 9.43 2.33 13.41 5.73 ---
AllianzGI US Equity-Hedged C AZUCX 1.41 8.84 2.19 12.54 4.96 ---
AllianzGI US Equity-Hedged Instl AZUIX 1.51 9.69 2.43 13.69 6.01 ---
AllianzGI US Equity-Hedged P AZUPX 1.48 9.54 2.42 13.55 5.89 ---
Soundwatch Core Hedged Equity Instl BHHEX 1.60 13.16 3.38 --- --- ---
Bridgeway Managed Volatility BRBPX 1.54 6.29 2.15 6.36 4.20 4.50
CBOE Vest S&P 500® Bffr Prt Strt Instl BUIGX 0.90 9.40 1.82 12.49 --- ---
CBOE Vest S&P 500® Bffr Prt Strt Inv BUMGX 0.91 9.22 1.74 --- --- ---
Main BuyWrite I BUYWX 0.65 7.06 1.99 7.43 --- ---
Calamos Hedged Equity Income A CAHEX 0.74 6.26 1.05 8.35 --- ---
Calamos Hedged Equity Income T CAHTX 0.65 --- 1.05 --- --- ---
Iron Equity Premium Income Investor CALIX 1.49 12.46 3.13 15.86 --- ---
Iron Equity Premium Income Institutional CALLX 1.56 12.84 3.30 16.23 --- ---
Calamos Hedged Equity Income C CCHEX 0.66 5.58 0.84 7.46 --- ---
Crow Point Defined Risk Global Eq Inc A CGHAX 2.10 9.40 3.42 12.36 2.55 2.08
Crow Point Defined Risk Global Eq Inc I CGHIX 2.08 9.67 3.46 12.69 2.83 ---
Calamos Hedged Equity Income I CIHEX 0.75 6.45 1.11 8.60 --- ---
Catalyst/Exceed Defined Risk A CLPAX 1.13 7.42 1.97 15.88 4.44 ---
Catalyst/Exceed Defined Risk C CLPCX 1.06 6.73 1.71 14.86 3.57 ---
Catalyst/Exceed Defined Risk I CLPFX 1.22 7.71 2.06 16.02 4.63 ---
Camelot Premium Return C CPRCX 0.79 3.22 0.18 7.71 3.35 6.17
Camelot Premium Return A CPRFX 0.88 3.91 0.47 8.60 4.17 7.01
Camelot Premium Return I CPRIX 0.94 4.10 0.53 --- --- ---
Day Hagan Hedged Strategy A DHJAX 0.70 --- 2.46 --- --- ---
Day Hagan Hedged Strategy C DHJCX 0.70 --- 2.47 --- --- ---
Day Hagan Hedged Strategy I DHJIX 0.70 --- 2.47 --- --- ---
MAI Managed Volatility Investor DIVPX 0.79 6.29 1.77 7.88 4.67 5.09
Parametric Volatil Risk Prm-Defensv Insl EIVPX 0.85 --- 2.09 --- --- ---
CBOE Vest S&P 500® Enhanced Gr Strat A ENGAX 1.42 --- 2.98 --- --- ---
CBOE Vest S&P 500® Enhanced Gr StratInst ENGIX 1.51 15.44 3.06 --- --- ---
CBOE Vest S&P 500® Enhanced Gr Strat Inv ENGLX 1.42 --- 2.98 --- --- ---
Cullen Enhanced Equity Income C ENHCX 1.01 9.37 2.80 13.73 --- ---
Cullen Enhanced Equity Income I ENHNX 1.15 10.28 3.13 14.90 --- ---
Cullen Enhanced Equity Income Retail ENHRX 1.11 10.03 3.09 14.57 --- ---
Eaton Vance Hedged Stock A EROAX 0.91 7.28 0.80 7.74 4.66 5.98
Eaton Vance Hedged Stock C EROCX 0.81 6.62 0.58 6.88 3.84 5.18
Eaton Vance Hedged Stock I EROIX 0.80 7.38 0.80 7.88 4.89 6.23
First Investors Hedged US Eq Opps A FHEJX 1.58 9.75 1.68 11.09 --- ---
First Investors Hedged US Eq Opps Adv FHEKX 1.67 10.04 1.76 11.52 --- ---
First Investors Hedged US Eq Opps Instl FHELX 1.57 10.14 1.76 11.62 --- ---
First Investors Covered Call Strat A FRCCX 1.01 7.38 2.01 10.29 --- ---
First Investors Covered Call Strat Adv FRCDX 0.97 7.67 2.07 10.54 --- ---
First Investors Covered Call Strat Instl FRCEX 1.02 7.79 2.12 10.69 --- ---
Gateway A GATEX 0.68 8.03 2.04 10.16 6.13 5.21
Gateway Equity Call Premium A GCPAX 0.97 9.53 2.63 12.47 8.03 ---
Gateway Equity Call Premium C GCPCX 0.88 8.84 2.36 11.66 7.23 ---
Gateway Equity Call Premium N GCPNX 0.96 --- 2.71 --- --- ---
Gateway Equity Call Premium Y GCPYX 1.04 9.81 2.69 12.82 8.30 ---
Glenmede Secured Options Institutional GLSOX 0.24 5.35 1.35 --- --- ---
Gateway C GTECX 0.61 7.38 1.86 9.33 5.33 4.41
Gateway N GTENX 0.72 --- 2.12 --- --- ---
Gateway Y GTEYX 0.71 8.23 2.11 10.42 6.38 5.46
Glenmede Secured Options GTSOX 0.24 5.19 1.27 6.83 7.34 7.05
Hatteras Disciplined Opportunity Instl HDOIX -0.27 6.59 1.06 8.94 6.53 ---
Catalyst Hedged Futures Strategy A HFXAX -2.00 -19.65 -1.77 -23.57 -4.85 ---
Catalyst Hedged Futures Strategy C HFXCX -2.07 -20.20 -1.95 -24.24 -5.57 ---
Catalyst Hedged Futures Strategy I HFXIX -1.98 -19.58 -1.75 -23.46 -4.63 ---
AlphaCentric Hedged Market Opportunity A HMXAX 0.32 4.05 0.90 5.19 --- ---
AlphaCentric Hedged Market Opportunity C HMXCX 0.21 3.51 0.69 4.53 --- ---
AlphaCentric Hedged Market Opportunity I HMXIX 0.32 4.26 0.95 5.52 --- ---
Rational Iron Horse A IRHAX 0.71 7.22 1.75 8.51 4.01 6.08
Rational Iron Horse C IRHCX 0.71 --- 1.57 --- --- ---
Rational Iron Horse I IRHIX 0.74 7.44 1.88 8.74 4.30 6.37
Ironclad Managed Risk IRONX -0.18 3.23 0.00 4.79 2.88 4.19
James Alpha Managed Risk Domestic Eq A JDAEX 0.68 4.72 1.07 6.65 --- ---
James Alpha Managed Risk Domestic Eq C JDCEX 0.68 4.04 0.88 5.86 --- ---
James Alpha Managed Risk Domestic Eq I JDIEX 0.77 5.09 1.15 7.14 --- ---
James Alpha Managed Risk Domestic Eq S JDSEX 0.77 --- --- --- --- ---
James Alpha Mgd Risk Emerg Mkts Eq A JEAMX 0.29 9.06 1.29 6.34 --- ---
James Alpha Mgd Risk Emerg Mkts Eq C JECMX 0.20 8.37 1.10 5.54 --- ---
James Alpha Mgd Risk Emerg Mkts Eq I JEIMX 0.29 9.46 1.58 6.82 --- ---
James Alpha Mgd Risk Emerg Mkts Eq S JESMX 0.39 --- --- --- --- ---
JPMorgan Hedged Equity I JHEQX 1.23 10.44 2.64 15.15 8.29 ---
JPMorgan Hedged Equity A JHQAX 1.22 10.26 2.59 14.84 8.00 ---
JPMorgan Hedged Equity C JHQCX 1.23 9.82 2.44 14.26 7.47 ---
JPMorgan Hedged Equity R5 JHQPX 1.26 10.62 2.68 15.31 8.51 ---
JPMorgan Hedged Equity R6 JHQRX 1.28 10.66 2.75 15.44 8.54 ---
JHancock Redwood A JTRAX 0.19 3.83 1.05 4.45 2.14 ---
JHancock Redwood C JTRCX 0.19 3.29 0.98 3.81 1.42 ---
JHancock Redwood I JTRIX 0.19 4.09 1.13 4.80 2.45 ---
JHancock Redwood R6 JTRRX 0.19 4.16 1.22 4.87 2.59 ---
KKM Enhanced US Equity A KKMAX 2.27 5.88 3.45 7.33 -0.28 ---
KKM Enhanced US Equity I KKMIX 2.29 6.03 3.47 7.49 -0.06 ---
Kaizen Hedged Premium Spreads I KZSIX 0.00 -2.04 -1.16 -0.26 --- ---
Leigh Baldwin Total Return LEBOX 0.14 -1.42 0.29 -1.00 -1.31 -1.34
LJM Preservation and Growth A LJMAX 0.72 8.13 2.57 8.18 9.52 ---
LJM Preservation and Growth C LJMCX 0.64 7.48 2.31 7.33 --- ---
LJM Preservation and Growth I LJMIX 0.71 8.23 2.54 8.37 9.78 ---
LS Theta Institutional LQTIX 0.49 4.87 0.81 6.38 4.43 ---
LS Theta Investor LQTVX 0.46 4.66 0.74 6.10 4.16 ---
MAI Managed Volatility Institutional MAIPX 0.82 6.52 1.91 8.18 4.91 5.31
M.D. Sass Equity Income Plus Instl MDEIX 0.24 5.83 0.79 8.92 3.85 ---
M.D. Sass Equity Income Plus Inv MDEPX 0.22 5.64 0.77 8.63 3.51 ---
Madison Covered Call & Equity Income A MENAX 0.55 4.52 0.44 5.97 4.55 6.21
Madison Covered Call & Equity Income C MENCX 0.46 3.87 0.23 5.11 3.78 5.42
Madison Covered Call & Equity Income R6 MENRX 0.54 4.85 0.43 6.35 4.98 6.59
Madison Covered Call & Equity Income Y MENYX 0.54 4.78 0.43 6.16 4.82 6.45
Neuberger Berman Hedged Option Prm A NHOAX -0.52 --- 0.35 --- --- ---
Neuberger Berman Hedged Option Prm C NHOCX -0.55 --- 0.20 --- --- ---
Neuberger Berman Hedged Option Prm Instl NHOIX -0.46 --- 0.48 --- --- ---
Neuberger Berman Hedged Option Prm R6 NHORX -0.45 --- 0.50 --- --- ---
Glenmede Global Secured Options NOVIX 0.48 9.49 1.65 9.55 2.91 3.66
Neuberger Berman US Eq Idx PtWrtStrt A NUPAX 0.75 9.24 1.75 11.84 --- ---
Neuberger Berman US Eq Idx PtWrtStrt C NUPCX 0.63 8.51 1.45 10.95 --- ---
Neuberger Berman US Eq Idx PtWrtStrtInst NUPIX 0.75 9.50 1.74 12.29 --- ---
Neuberger Berman US Eq Idx PtWrtStrt R6 NUPRX 0.76 9.63 1.76 12.32 --- ---
Princeton Premium A PPFAX 0.56 8.53 2.08 --- --- ---
Princeton Premium I PPFIX 0.65 8.84 2.26 --- --- ---
Russell Inv Strategic Call Overwrtg S ROWSX 1.55 11.86 2.70 15.91 9.71 7.10
Swan Defined Risk US Small Cap A SDCAX 2.66 6.49 2.66 12.11 --- ---
Swan Defined Risk US Small Cap C SDCCX 2.60 5.82 2.43 11.32 --- ---
Swan Defined Risk US Small Cap I SDCIX 2.65 6.67 2.65 12.37 --- ---
Swan Defined Risk Emerging Markets A SDFAX 0.47 19.47 4.96 14.80 --- ---
Swan Defined Risk Emerging Markets C SDFCX 0.47 18.90 4.73 13.97 --- ---
Swan Defined Risk Emerging Markets I SDFIX 0.56 19.87 5.03 15.07 --- ---
Swan Defined Risk Foreign Developed A SDJAX 0.81 13.41 3.81 13.08 --- ---
Swan Defined Risk Foreign Developed C SDJCX 0.73 12.73 3.65 12.20 --- ---
Swan Defined Risk Foreign Developed I SDJIX 0.81 13.60 3.90 13.33 --- ---
Swan Defined Risk A SDRAX 1.35 7.33 2.91 10.32 4.43 5.49
Swan Defined Risk C SDRCX 1.21 6.65 2.71 9.39 3.64 4.71
Swan Defined Risk I SDRIX 1.43 7.65 3.06 10.56 4.70 5.77
Catalyst/Exceed Defined Shield A SHIEX 1.71 10.77 3.19 14.32 --- ---
Catalyst/Exceed Defined Shield I SHIIX 1.79 10.93 3.27 14.60 --- ---
Catalyst/Exceed Defined Shield C SHINX 1.62 --- --- --- --- ---
USCA Shield Institutional SHLDX 0.36 5.27 1.43 --- --- ---
Stadion Alternative Income C TACCX 0.19 -1.76 2.27 -0.49 --- ---
Stadion Alternative Income A TACFX 0.25 -1.19 2.52 0.32 2.61 ---
Stadion Alternative Income T TACRX 0.23 --- --- --- --- ---
Stadion Alternative Income I TACSX 0.26 -1.09 2.53 0.47 2.87 ---
Covered Bridge A TCBAX 0.73 7.06 2.99 12.12 6.70 ---
Covered Bridge I TCBIX 0.79 7.26 3.15 12.42 7.00 ---
Touchstone Dynamic Equity A TDEAX 1.15 4.68 2.91 9.25 6.56 7.16
Touchstone Dynamic Equity C TDECX 1.04 3.99 2.75 8.40 5.74 6.34
Touchstone Dynamic Equity Instl TDELX 1.12 4.90 2.97 9.54 6.87 7.47
Touchstone Dynamic Equity Y TDEYX 1.19 4.98 3.05 9.60 6.88 7.48
TCW/Gargoyle Dynamic 500 Collar N TFCNX 0.39 --- 1.29 --- --- ---
TCW/Gargoyle Dynamic 500 Collar I TFCSX 0.39 --- 1.39 --- --- ---
TCW | Gargoyle Dynamic 500 I TFDIX 1.04 10.57 2.65 13.60 --- ---
TCW | Gargoyle Dynamic 500 N TFDNX 0.96 10.39 2.57 13.26 --- ---
TCW | Gargoyle Hedged Value I TFHIX 1.79 8.51 1.89 11.73 1.95 8.07
TCW | Gargoyle Hedged Value N TFHVX 1.78 8.23 1.88 11.50 1.69 7.83
TCW/Gargoyle Dynamic 500 Market-Netrl N TFMNX -0.29 --- 0.88 --- --- ---
TCW/Gargoyle Dynamic 500 Market-Netrl I TFMSX -0.29 --- 0.88 --- --- ---
CBOE Vest Defined Distribution Strat A VDDAX -0.07 --- 1.26 --- --- ---
CBOE Vest Defined Distribution Strat C VDDCX -0.07 0.22 1.07 --- --- ---
CBOE Vest Defined Distribution Strat Int VDDIX 0.03 1.13 1.37 2.18 --- ---
CBOE Vest Defined Distribution Strat Inv VDDLX -0.07 0.82 1.27 --- --- ---
Virtus Rampart Low Volatility Equity A VLVAX 1.45 7.15 1.86 9.86 4.67 ---
Virtus Rampart Low Volatility Equity C VLVCX 1.40 6.40 1.57 8.95 3.86 ---
Virtus Rampart Low Volatility Equity I VLVIX 1.45 7.34 1.86 10.15 4.93 ---
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