Options-based: Total Returns

Data through 12/15/2017. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Options-based 1.82 8.80 2.27 8.61 5.19 5.59
Arin Large Cap Theta Advisor AVOAX 0.44 4.45 0.92 4.34 3.67 ---
Arin Large Cap Theta Institutional AVOLX 0.44 4.84 1.02 4.64 4.07 ---
AllianzGI Structured Return A AZIAX 0.55 4.93 1.05 5.09 4.86 4.57
AllianzGI Structured Return C AZICX 0.51 4.14 0.83 4.28 4.07 3.78
AllianzGI Structured Return Instl AZIIX 0.61 5.21 1.10 5.42 5.11 4.83
AllianzGI Structured Return P AZIPX 0.55 5.13 1.05 5.27 5.04 4.74
AllianzGI Structured Return R6 AZIRX 0.55 5.24 1.04 5.37 --- ---
AllianzGI US Equity-Hedged A AZUAX 2.88 12.90 4.80 12.52 5.33 7.50
AllianzGI US Equity-Hedged C AZUCX 2.84 12.12 4.59 11.68 4.55 6.71
AllianzGI US Equity-Hedged Instl AZUIX 2.92 13.20 4.88 12.78 5.59 7.79
AllianzGI US Equity-Hedged P AZUPX 2.91 13.05 4.85 12.70 5.47 7.67
Soundwatch Core Hedged Equity Instl BHHEX 2.95 17.86 6.01 17.62 --- ---
Bridgeway Managed Volatility BRBPX 1.64 8.11 3.20 8.11 3.98 4.88
CBOE Vest S&P 500® Bffr Prt Strt Instl BUIGX 1.88 11.75 3.16 11.10 --- ---
CBOE Vest S&P 500® Bffr Prt Strt Inv BUMGX 1.88 11.57 3.17 10.81 --- ---
Main BuyWrite I BUYWX 0.93 7.55 1.31 7.51 --- ---
Calamos Hedged Equity Income A CAHEX 1.84 8.12 2.50 7.59 --- ---
Calamos Hedged Equity Income T CAHTX --- --- --- --- --- ---
Iron Equity Premium Income Investor CALIX 2.81 15.93 4.99 15.25 --- ---
Iron Equity Premium Income Institutional CALLX 2.90 16.41 5.15 15.71 --- ---
Calamos Hedged Equity Income C CCHEX 1.86 7.45 2.43 6.82 --- ---
Crow Point Defined Risk Global Eq Inc A CGHAX 2.19 10.77 3.50 10.91 3.22 2.41
Crow Point Defined Risk Global Eq Inc I CGHIX 2.17 11.04 3.47 11.17 3.51 ---
Calamos Hedged Equity Income I CIHEX 1.90 8.47 2.66 7.94 --- ---
Catalyst/Exceed Defined Risk A CLPAX 1.24 8.31 2.18 8.07 0.69 ---
Catalyst/Exceed Defined Risk C CLPCX 1.17 7.52 2.03 7.28 -0.15 ---
Catalyst/Exceed Defined Risk I CLPFX 1.19 8.56 2.23 8.20 0.87 ---
Camelot Premium Return C CPRCX 5.11 5.13 2.14 5.80 5.07 6.77
Camelot Premium Return A CPRFX 5.19 5.82 2.32 6.57 5.88 7.57
Camelot Premium Return I CPRIX 5.18 6.13 2.39 --- --- ---
Day Hagan Hedged Strategy A DHJAX 0.47 --- 1.76 --- --- ---
Day Hagan Hedged Strategy C DHJCX 0.47 --- 1.76 --- --- ---
Day Hagan Hedged Strategy I DHJIX 0.57 --- 1.85 --- --- ---
MAI Managed Volatility Investor DIVPX 2.07 8.39 2.96 8.29 4.99 5.61
Parametric Volatil Risk Prm-Defensv Insl EIVPX 1.94 --- 2.99 --- --- ---
CBOE Vest S&P 500® Enhanced Gr Strat A ENGAX 2.89 --- 4.63 --- --- ---
CBOE Vest S&P 500® Enhanced Gr StratInst ENGIX 2.88 18.97 4.80 --- --- ---
CBOE Vest S&P 500® Enhanced Gr Strat Inv ENGLX 2.97 --- 4.81 --- --- ---
Cullen Enhanced Equity Income C ENHCX 2.82 9.87 1.94 10.14 --- ---
Cullen Enhanced Equity Income I ENHNX 2.91 10.89 2.17 11.27 --- ---
Cullen Enhanced Equity Income Retail ENHRX 2.92 10.64 2.13 11.04 --- ---
Eaton Vance Hedged Stock A EROAX 2.39 9.22 2.86 9.03 4.80 6.46
Eaton Vance Hedged Stock C EROCX 2.31 8.46 2.67 8.19 4.03 5.68
Eaton Vance Hedged Stock I EROIX 2.38 9.44 2.84 9.29 5.06 6.73
Essential 40 Stock I ESSIX 5.30 11.31 7.38 11.04 2.54 ---
First Investors Hedged US Eq Opps A FHEJX 2.76 12.36 4.19 11.58 --- ---
First Investors Hedged US Eq Opps Adv FHEKX 2.84 12.75 4.37 11.99 --- ---
First Investors Hedged US Eq Opps Instl FHELX 2.74 12.85 4.36 11.98 --- ---
First Investors Covered Call Strat A FRCCX 3.87 10.25 3.89 10.24 --- ---
First Investors Covered Call Strat Adv FRCDX 3.88 10.65 3.95 10.59 --- ---
First Investors Covered Call Strat Instl FRCEX 3.87 10.77 4.00 10.75 --- ---
Gateway A GATEX 1.33 9.53 2.21 9.52 6.13 5.75
Gateway Equity Call Premium A GCPAX 1.85 11.65 3.11 11.40 8.21 ---
Gateway Equity Call Premium C GCPCX 1.78 10.86 2.84 10.61 7.41 ---
Gateway Equity Call Premium N GCPNX 1.85 --- 3.18 --- --- ---
Gateway Equity Call Premium Y GCPYX 1.85 12.03 3.17 11.74 8.47 ---
Glenmede Secured Options Institutional GLSOX 0.39 6.10 0.94 5.99 --- ---
Gateway C GTECX 1.28 8.75 2.02 8.71 5.34 4.95
Gateway N GTENX 1.36 --- 2.25 --- --- ---
Gateway Y GTEYX 1.36 9.80 2.27 9.82 6.40 6.01
Glenmede Secured Options GTSOX 0.40 5.94 0.95 5.83 7.18 7.58
Catalyst Hedged Futures Strategy A HFXAX -2.31 -22.54 -5.74 -18.72 -4.23 ---
Catalyst Hedged Futures Strategy C HFXCX -2.51 -23.17 -5.94 -19.42 -4.98 ---
Catalyst Hedged Futures Strategy I HFXIX -2.28 -22.35 -5.68 -18.54 -3.99 ---
AlphaCentric Hedged Market Opportunity A HMXAX 0.52 4.82 1.16 5.15 --- ---
AlphaCentric Hedged Market Opportunity C HMXCX 0.48 4.17 0.96 4.44 --- ---
AlphaCentric Hedged Market Opportunity I HMXIX 0.52 5.03 1.16 5.43 --- ---
Rational Iron Horse A IRHAX 2.00 8.23 1.75 7.80 4.24 6.44
Rational Iron Horse C IRHCX 2.10 --- 1.67 --- --- ---
Rational Iron Horse I IRHIX 2.09 8.45 1.78 8.02 4.54 6.75
Ironclad Managed Risk IRONX 0.38 3.53 0.11 3.53 3.06 4.41
James Alpha Managed Risk Domestic Eq A JDAEX 0.96 5.82 1.93 5.61 --- ---
James Alpha Managed Risk Domestic Eq C JDCEX 0.87 5.05 1.76 4.94 --- ---
James Alpha Managed Risk Domestic Eq I JDIEX 0.95 6.19 2.02 6.10 --- ---
James Alpha Managed Risk Domestic Eq S JDSEX 1.04 --- 2.31 --- --- ---
James Alpha Mgd Risk Emerg Mkts Eq A JEAMX 0.59 9.17 0.20 8.82 --- ---
James Alpha Mgd Risk Emerg Mkts Eq C JECMX 0.60 8.37 0.10 8.02 --- ---
James Alpha Mgd Risk Emerg Mkts Eq I JEIMX 0.68 9.67 0.39 9.41 --- ---
James Alpha Mgd Risk Emerg Mkts Eq S JESMX 0.78 --- 0.58 --- --- ---
JPMorgan Hedged Equity I JHEQX 1.42 12.24 2.99 12.64 7.53 ---
JPMorgan Hedged Equity A JHQAX 1.37 12.00 2.93 12.34 7.27 ---
JPMorgan Hedged Equity C JHQCX 1.32 11.45 2.79 11.78 6.73 ---
JPMorgan Hedged Equity R5 JHQPX 1.36 12.42 2.97 12.80 7.75 ---
JPMorgan Hedged Equity R6 JHQRX 1.42 12.46 3.04 12.86 7.78 ---
JHancock Redwood A JTRAX 1.62 4.91 1.14 4.60 2.31 ---
JHancock Redwood C JTRCX 1.66 4.19 0.97 3.98 1.60 ---
JHancock Redwood I JTRIX 1.69 5.25 1.22 5.05 2.62 ---
JHancock Redwood R6 JTRRX 1.68 5.32 1.21 5.12 2.76 ---
CBOE Vest S&P 500 Dv Arst Trgt Inc A KNGAX 5.38 --- 7.48 --- --- ---
CBOE Vest S&P 500 Dv Arst Trgt Inc C KNGCX 5.28 --- 7.28 --- --- ---
CBOE Vest S&P 500 Dv Arst Trgt Inc Instl KNGIX 5.47 --- 7.58 --- --- ---
CBOE Vest S&P 500 Dv Arst Trgt Inc Inv KNGLX 5.38 --- 7.38 --- --- ---
RAISE Core Tactical I KRCTX 1.69 -0.51 1.43 0.52 --- ---
Leigh Baldwin Total Return LEBOX 0.58 -0.85 0.58 -0.57 -0.72 -0.90
LJM Preservation and Growth A LJMAX -0.59 8.46 1.11 9.73 10.35 ---
LJM Preservation and Growth C LJMCX -0.69 7.70 0.84 8.87 --- ---
LJM Preservation and Growth I LJMIX -0.50 8.74 1.19 10.00 10.63 ---
LS Theta Institutional LQTIX 0.78 5.76 1.38 5.74 4.82 ---
LS Theta Investor LQTVX 0.77 5.52 1.32 5.48 4.57 ---
MAI Managed Volatility Institutional MAIPX 2.01 8.56 2.94 8.51 5.21 5.80
M.D. Sass Equity Income Plus Instl MDEIX 2.12 6.80 1.06 7.30 3.38 ---
M.D. Sass Equity Income Plus Inv MDEPX 2.13 6.51 0.96 6.92 3.04 ---
Madison Covered Call & Equity Income A MENAX 2.25 5.92 2.35 5.18 4.87 6.56
Madison Covered Call & Equity Income C MENCX 2.24 5.21 2.23 4.54 4.12 5.77
Madison Covered Call & Equity Income R6 MENRX 2.19 6.33 2.51 5.56 5.29 6.96
Madison Covered Call & Equity Income Y MENYX 2.21 6.27 2.41 5.49 5.14 6.84
Neuberger Berman Hedged Option Prm A NHOAX -0.16 --- -0.71 --- --- ---
Neuberger Berman Hedged Option Prm C NHOCX -0.24 --- -0.90 --- --- ---
Neuberger Berman Hedged Option Prm Instl NHOIX -0.12 --- -0.58 --- --- ---
Neuberger Berman Hedged Option Prm R6 NHORX -0.12 --- -0.60 --- --- ---
Glenmede Global Secured Options NOVIX 1.59 12.30 3.25 13.30 4.44 3.67
Neuberger Berman US Eq Idx PtWrtStrt A NUPAX 1.68 10.88 2.36 11.00 --- ---
Neuberger Berman US Eq Idx PtWrtStrt C NUPCX 1.52 10.06 2.15 10.15 --- ---
Neuberger Berman US Eq Idx PtWrtStrtInst NUPIX 1.68 11.25 2.44 11.33 --- ---
Neuberger Berman US Eq Idx PtWrtStrt R6 NUPRX 1.68 11.38 2.46 11.48 --- ---
Princeton Premium A PPFAX -0.03 9.51 1.55 10.39 --- ---
Princeton Premium I PPFIX 0.06 9.81 1.64 10.70 --- ---
Russell Inv Strategic Call Overwrtg S ROWSX 2.80 15.51 5.02 14.71 11.21 8.22
Swan Defined Risk US Small Cap A SDCAX 2.37 7.38 3.87 7.14 --- ---
Swan Defined Risk US Small Cap C SDCCX 2.32 6.62 3.75 6.37 --- ---
Swan Defined Risk US Small Cap I SDCIX 2.45 7.73 4.03 7.48 --- ---
Swan Defined Risk Emerging Markets A SDFAX 1.58 20.58 1.68 20.62 --- ---
Swan Defined Risk Emerging Markets C SDFCX 1.52 19.80 1.52 19.71 --- ---
Swan Defined Risk Emerging Markets I SDFIX 1.67 20.97 1.76 20.89 --- ---
Swan Defined Risk Foreign Developed A SDJAX 1.17 13.92 1.54 14.73 --- ---
Swan Defined Risk Foreign Developed C SDJCX 1.09 13.03 1.37 13.87 --- ---
Swan Defined Risk Foreign Developed I SDJIX 1.17 14.11 1.63 14.98 --- ---
Swan Defined Risk A SDRAX 1.88 9.35 3.26 9.31 4.63 6.22
Swan Defined Risk C SDRCX 1.76 8.53 3.08 8.49 3.82 5.43
Swan Defined Risk I SDRIX 1.87 9.66 3.33 9.56 4.87 6.48
Catalyst/Exceed Defined Shield A SHIEX 2.96 14.25 5.19 13.66 --- ---
Catalyst/Exceed Defined Shield I SHIIX 2.34 13.72 4.63 13.15 --- ---
Catalyst/Exceed Defined Shield C SHINX -10.13 --- -8.34 --- --- ---
USCA Shield Institutional SHLDX 2.83 6.18 1.22 5.34 --- ---
Stadion Alternative Income C TACCX 0.84 -2.47 -0.43 -1.21 --- ---
Stadion Alternative Income A TACFX 0.93 -1.79 -0.26 -0.49 2.69 ---
Stadion Alternative Income T TACRX 0.83 --- -0.28 --- --- ---
Stadion Alternative Income I TACSX 0.94 -1.60 -0.15 -0.24 2.94 ---
Covered Bridge A TCBAX 4.11 9.24 3.17 8.57 7.82 ---
Covered Bridge I TCBIX 4.24 9.47 3.26 8.89 8.10 ---
Touchstone Dynamic Equity A TDEAX 1.76 6.72 3.51 6.29 7.11 8.10
Touchstone Dynamic Equity C TDECX 1.64 5.92 3.27 5.46 6.28 7.27
Touchstone Dynamic Equity Instl TDELX 1.72 7.03 3.56 6.63 7.43 8.42
Touchstone Dynamic Equity Y TDEYX 1.78 7.12 3.63 6.67 7.47 8.43
TCW/Gargoyle Dynamic 500 Collar N TFCNX 0.98 --- 1.57 --- --- ---
TCW/Gargoyle Dynamic 500 Collar I TFCSX 0.98 --- 1.67 --- --- ---
TCW | Gargoyle Dynamic 500 I TFDIX 1.89 12.76 3.14 12.69 --- ---
TCW | Gargoyle Dynamic 500 N TFDNX 1.90 12.58 3.14 12.46 --- ---
TCW | Gargoyle Hedged Value I TFHIX 4.62 11.53 4.29 10.20 3.04 7.58
TCW | Gargoyle Hedged Value N TFHVX 4.60 11.23 4.28 9.97 2.80 7.35
TCW/Gargoyle Dynamic 500 Market-Netrl N TFMNX -0.78 --- -1.07 --- --- ---
TCW/Gargoyle Dynamic 500 Market-Netrl I TFMSX -0.78 --- -0.97 --- --- ---
CBOE Vest Defined Distribution Strat A VDDAX -1.53 --- -1.91 --- --- ---
CBOE Vest Defined Distribution Strat C VDDCX -1.55 -1.64 -2.02 -0.45 --- ---
CBOE Vest Defined Distribution Strat Int VDDIX -1.53 -0.73 -1.90 0.46 --- ---
CBOE Vest Defined Distribution Strat Inv VDDLX -1.54 -1.03 -1.91 0.16 --- ---
Virtus Rampart Low Volatility Equity A VLVAX 2.59 7.91 2.59 7.64 4.52 ---
Virtus Rampart Low Volatility Equity C VLVCX 2.48 7.09 2.40 6.82 3.72 ---
Virtus Rampart Low Volatility Equity I VLVIX 2.51 8.11 2.59 7.85 4.75 ---