Option Writing: Total Returns

Data through 10/16/2017. 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 0.81 7.13 1.95 9.17 5.02 4.98
Arin Large Cap Theta Advisor AVOAX 0.29 3.79 0.77 3.98 4.22 ---
Arin Large Cap Theta Institutional AVOLX 0.29 4.09 0.77 4.28 4.60 ---
AllianzGI Structured Return A AZIAX 0.37 4.22 1.31 5.41 5.32 ---
AllianzGI Structured Return C AZICX 0.32 3.62 1.09 4.60 4.55 ---
AllianzGI Structured Return Instl AZIIX 0.37 4.44 1.36 5.61 5.58 ---
AllianzGI Structured Return P AZIPX 0.37 4.42 1.31 5.59 5.52 ---
AllianzGI Structured Return R6 AZIRX 0.37 4.54 1.36 --- --- ---
AllianzGI US Equity-Hedged A AZUAX 1.47 9.31 2.75 13.63 5.86 ---
AllianzGI US Equity-Hedged C AZUCX 1.41 8.71 2.56 12.85 5.07 ---
AllianzGI US Equity-Hedged Instl AZUIX 1.52 9.57 2.84 13.98 6.12 ---
AllianzGI US Equity-Hedged P AZUPX 1.48 9.42 2.77 13.85 5.99 ---
Soundwatch Core Hedged Equity Instl BHHEX 1.61 12.96 3.52 --- --- ---
Bridgeway Managed Volatility BRBPX 1.20 6.01 2.02 6.60 4.24 4.41
CBOE Vest S&P 500® Bffr Prt Strt Instl BUIGX 0.90 9.30 2.01 12.84 --- ---
CBOE Vest S&P 500® Bffr Prt Strt Inv BUMGX 0.91 9.12 1.92 --- --- ---
Main BuyWrite I BUYWX 0.75 6.96 1.99 7.76 --- ---
Calamos Hedged Equity Income A CAHEX 0.65 6.16 1.24 8.57 --- ---
Calamos Hedged Equity Income T CAHTX 0.65 --- 1.24 --- --- ---
Iron Equity Premium Income Investor CALIX 1.76 12.36 3.41 16.44 --- ---
Iron Equity Premium Income Institutional CALLX 1.74 12.64 3.39 16.82 --- ---
Calamos Hedged Equity Income C CCHEX 0.56 5.48 1.03 7.79 --- ---
Crow Point Defined Risk Global Eq Inc A CGHAX 1.75 8.90 3.56 12.13 2.53 1.96
Crow Point Defined Risk Global Eq Inc I CGHIX 1.73 9.18 3.60 12.46 2.81 ---
Calamos Hedged Equity Income I CIHEX 0.65 6.35 1.30 8.83 --- ---
Catalyst/Exceed Defined Risk A CLPAX 1.13 7.20 2.18 15.38 4.88 ---
Catalyst/Exceed Defined Risk C CLPCX 1.06 6.51 1.93 14.20 3.97 ---
Catalyst/Exceed Defined Risk I CLPFX 1.23 7.49 2.27 15.52 5.07 ---
Camelot Premium Return C CPRCX -0.03 2.90 0.17 8.76 3.50 5.96
Camelot Premium Return A CPRFX 0.06 3.48 0.36 9.54 4.28 6.76
Camelot Premium Return I CPRIX 0.02 3.67 0.43 --- --- ---
Day Hagan Hedged Strategy A DHJAX 0.51 --- 2.17 --- --- ---
Day Hagan Hedged Strategy C DHJCX 0.51 --- 2.27 --- --- ---
Day Hagan Hedged Strategy I DHJIX 0.51 --- 2.27 --- --- ---
MAI Managed Volatility Investor DIVPX 0.79 6.11 1.87 7.89 4.98 4.94
Parametric Volatil Risk Prm-Defensv Insl EIVPX 0.85 --- 2.29 --- --- ---
CBOE Vest S&P 500® Enhanced Gr Strat A ENGAX 1.52 --- 3.26 --- --- ---
CBOE Vest S&P 500® Enhanced Gr StratInst ENGIX 1.60 15.34 3.44 --- --- ---
CBOE Vest S&P 500® Enhanced Gr Strat Inv ENGLX 1.51 --- 3.26 --- --- ---
Cullen Enhanced Equity Income C ENHCX 1.38 9.27 3.19 13.63 --- ---
Cullen Enhanced Equity Income I ENHNX 1.43 10.08 3.42 14.69 --- ---
Cullen Enhanced Equity Income Retail ENHRX 1.39 9.83 3.39 14.36 --- ---
Eaton Vance Hedged Stock A EROAX 0.80 7.04 1.03 7.76 4.67 5.64
Eaton Vance Hedged Stock C EROCX 0.70 6.37 0.81 6.90 3.85 4.83
Eaton Vance Hedged Stock I EROIX 0.80 7.26 1.14 8.02 4.94 5.91
First Investors Hedged US Eq Opps A FHEJX 1.40 9.35 1.59 11.48 --- ---
First Investors Hedged US Eq Opps Adv FHEKX 1.49 9.64 1.68 11.91 --- ---
First Investors Hedged US Eq Opps Instl FHELX 1.49 9.74 1.67 12.01 --- ---
First Investors Covered Call Strat A FRCCX 1.10 7.29 2.10 10.30 --- ---
First Investors Covered Call Strat Adv FRCDX 1.15 7.67 2.26 10.75 --- ---
First Investors Covered Call Strat Instl FRCEX 1.21 7.79 2.31 10.80 --- ---
Gateway A GATEX 0.71 7.93 2.17 10.49 6.33 5.12
Gateway Equity Call Premium A GCPAX 0.97 9.34 2.64 12.91 8.27 ---
Gateway Equity Call Premium C GCPCX 0.79 8.65 2.36 12.11 7.46 ---
Gateway Equity Call Premium N GCPNX 0.96 --- 2.71 --- --- ---
Gateway Equity Call Premium Y GCPYX 0.95 9.62 2.70 13.16 8.50 ---
Glenmede Secured Options Institutional GLSOX 0.24 5.35 1.35 --- --- ---
Gateway C GTECX 0.64 7.28 1.95 9.63 5.53 4.33
Gateway N GTENX 0.72 --- 2.25 --- --- ---
Gateway Y GTEYX 0.71 8.13 2.23 10.73 6.58 5.37
Glenmede Secured Options GTSOX 0.24 5.19 1.27 7.47 7.81 7.06
Hatteras Disciplined Opportunity Instl HDOIX -0.27 6.49 1.15 9.26 6.82 ---
Catalyst Hedged Futures Strategy A HFXAX -2.23 -19.65 -2.46 -23.50 -4.82 ---
Catalyst Hedged Futures Strategy C HFXCX -2.30 -20.20 -2.66 -24.11 -5.54 ---
Catalyst Hedged Futures Strategy I HFXIX -2.32 -19.58 -2.43 -23.34 -4.60 ---
AlphaCentric Hedged Market Opportunity A HMXAX 0.37 4.00 0.96 5.31 --- ---
AlphaCentric Hedged Market Opportunity C HMXCX 0.27 3.45 0.75 4.59 --- ---
AlphaCentric Hedged Market Opportunity I HMXIX 0.37 4.21 1.06 5.64 --- ---
Rational Iron Horse A IRHAX 0.61 7.01 1.85 8.63 4.30 5.83
Rational Iron Horse C IRHCX 0.52 --- 1.67 --- --- ---
Rational Iron Horse I IRHIX 0.55 7.14 1.88 8.87 4.56 6.12
Ironclad Managed Risk IRONX -0.18 3.23 0.00 4.79 3.52 4.07
James Alpha Managed Risk Domestic Eq A JDAEX 0.87 4.72 1.26 6.97 --- ---
James Alpha Managed Risk Domestic Eq C JDCEX 0.78 4.04 1.08 6.19 --- ---
James Alpha Managed Risk Domestic Eq I JDIEX 0.86 5.00 1.35 7.47 --- ---
James Alpha Managed Risk Domestic Eq S JDSEX 0.96 --- --- --- --- ---
James Alpha Mgd Risk Emerg Mkts Eq A JEAMX 0.49 9.49 1.88 8.11 --- ---
James Alpha Mgd Risk Emerg Mkts Eq C JECMX 0.50 8.80 1.71 7.19 --- ---
James Alpha Mgd Risk Emerg Mkts Eq I JEIMX 0.58 9.88 2.07 8.58 --- ---
James Alpha Mgd Risk Emerg Mkts Eq S JESMX 0.68 --- --- --- --- ---
JPMorgan Hedged Equity I JHEQX 1.28 10.38 3.03 15.44 8.48 ---
JPMorgan Hedged Equity A JHQAX 1.27 10.20 2.98 15.19 8.19 ---
JPMorgan Hedged Equity C JHQCX 1.23 9.76 2.83 14.62 7.66 ---
JPMorgan Hedged Equity R5 JHQPX 1.26 10.56 3.07 15.67 8.70 ---
JPMorgan Hedged Equity R6 JHQRX 1.28 10.54 3.08 15.66 8.71 ---
JHancock Redwood A JTRAX 0.09 3.83 1.25 4.86 2.26 ---
JHancock Redwood C JTRCX 0.00 3.19 1.08 4.13 1.54 ---
JHancock Redwood I JTRIX 0.09 4.09 1.42 5.21 2.60 ---
JHancock Redwood R6 JTRRX 0.09 4.16 1.41 5.28 2.74 ---
KKM Enhanced US Equity A KKMAX 2.07 5.67 3.13 7.23 -0.38 ---
KKM Enhanced US Equity I KKMIX 2.18 5.93 3.26 7.50 -0.12 ---
Kaizen Hedged Premium Spreads I KZSIX -0.13 -2.04 -1.41 0.79 --- ---
Leigh Baldwin Total Return LEBOX -0.14 -1.56 0.29 -1.00 -1.23 -1.47
LJM Preservation and Growth A LJMAX 0.72 8.03 2.39 8.37 8.78 ---
LJM Preservation and Growth C LJMCX 0.64 7.48 2.22 7.61 --- ---
LJM Preservation and Growth I LJMIX 0.71 8.23 2.45 8.65 9.07 ---
LS Theta Institutional LQTIX 0.47 4.81 0.89 6.82 4.56 ---
LS Theta Investor LQTVX 0.44 4.60 0.82 6.55 4.28 ---
MAI Managed Volatility Institutional MAIPX 0.82 6.33 1.91 8.19 5.26 5.16
M.D. Sass Equity Income Plus Instl MDEIX 0.60 6.31 1.43 10.17 4.32 ---
M.D. Sass Equity Income Plus Inv MDEPX 0.59 6.12 1.42 9.88 3.98 ---
Madison Covered Call & Equity Income A MENAX 0.77 4.28 0.66 6.09 4.69 5.97
Madison Covered Call & Equity Income C MENCX 0.69 3.63 0.34 5.22 3.92 5.17
Madison Covered Call & Equity Income R6 MENRX 0.86 4.63 0.75 6.46 5.08 6.38
Madison Covered Call & Equity Income Y MENYX 0.87 4.66 0.76 6.39 5.00 6.26
Neuberger Berman Hedged Option Prm A NHOAX -0.63 --- 0.27 --- --- ---
Neuberger Berman Hedged Option Prm C NHOCX -0.71 --- 0.08 --- --- ---
Neuberger Berman Hedged Option Prm Instl NHOIX -0.58 --- 0.36 --- --- ---
Neuberger Berman Hedged Option Prm R6 NHORX -0.60 --- 0.38 --- --- ---
Glenmede Global Secured Options NOVIX 0.96 9.80 2.04 10.55 3.54 3.61
Neuberger Berman US Eq Idx PtWrtStrt A NUPAX 0.75 9.14 1.84 12.52 --- ---
Neuberger Berman US Eq Idx PtWrtStrt C NUPCX 0.72 8.51 1.63 11.73 --- ---
Neuberger Berman US Eq Idx PtWrtStrtInst NUPIX 0.75 9.41 1.93 12.86 --- ---
Neuberger Berman US Eq Idx PtWrtStrt R6 NUPRX 0.76 9.54 1.94 13.00 --- ---
Princeton Premium A PPFAX 0.56 8.43 2.08 --- --- ---
Princeton Premium I PPFIX 0.56 8.63 2.17 --- --- ---
Russell Inv Strategic Call Overwrtg S ROWSX 1.55 11.70 2.94 16.33 10.15 6.86
Swan Defined Risk US Small Cap A SDCAX 2.84 6.32 2.93 12.55 --- ---
Swan Defined Risk US Small Cap C SDCCX 2.79 5.64 2.70 11.76 --- ---
Swan Defined Risk US Small Cap I SDCIX 2.92 6.58 3.01 12.91 --- ---
Swan Defined Risk Emerging Markets A SDFAX 1.31 20.13 5.85 17.14 --- ---
Swan Defined Risk Emerging Markets C SDFCX 1.23 19.46 5.53 16.21 --- ---
Swan Defined Risk Emerging Markets I SDFIX 1.30 20.42 5.82 17.43 --- ---
Swan Defined Risk Foreign Developed A SDJAX 1.00 13.31 3.72 13.43 --- ---
Swan Defined Risk Foreign Developed C SDJCX 1.00 12.63 3.56 12.66 --- ---
Swan Defined Risk Foreign Developed I SDJIX 1.08 13.50 3.81 13.68 --- ---
Swan Defined Risk A SDRAX 1.27 7.25 3.24 10.90 4.71 5.49
Swan Defined Risk C SDRCX 1.21 6.56 3.05 9.97 3.92 ---
Swan Defined Risk I SDRIX 1.27 7.48 3.31 11.05 4.99 5.76
Catalyst/Exceed Defined Shield A SHIEX 1.80 10.58 3.48 14.58 --- ---
Catalyst/Exceed Defined Shield I SHIIX 1.89 10.73 3.56 14.86 --- ---
Catalyst/Exceed Defined Shield C SHINX 1.81 --- --- --- --- ---
USCA Shield Institutional SHLDX 0.16 5.07 1.44 --- --- ---
Stadion Alternative Income C TACCX 0.09 -1.96 1.64 -0.99 --- ---
Stadion Alternative Income A TACFX 0.15 -1.39 1.89 -0.18 2.47 ---
Stadion Alternative Income T TACRX 0.13 --- --- --- --- ---
Stadion Alternative Income I TACSX 0.15 -1.29 1.90 -0.03 2.76 ---
Covered Bridge A TCBAX 0.73 6.65 3.00 11.91 6.93 ---
Covered Bridge I TCBIX 0.79 6.85 3.06 12.21 7.23 ---
Touchstone Dynamic Equity A TDEAX 1.15 4.28 3.33 9.44 6.94 6.87
Touchstone Dynamic Equity C TDECX 1.04 3.64 3.12 8.59 6.14 6.07
Touchstone Dynamic Equity Instl TDELX 1.12 4.51 3.38 9.73 7.27 7.19
Touchstone Dynamic Equity Y TDEYX 1.19 4.60 3.39 9.78 7.28 7.19
TCW/Gargoyle Dynamic 500 Collar N TFCNX 0.39 --- 1.29 --- --- ---
TCW/Gargoyle Dynamic 500 Collar I TFCSX 0.49 --- 1.39 --- --- ---
TCW | Gargoyle Dynamic 500 I TFDIX 1.05 10.48 2.84 14.16 --- ---
TCW | Gargoyle Dynamic 500 N TFDNX 1.05 10.30 2.75 13.82 --- ---
TCW | Gargoyle Hedged Value I TFHIX 1.15 8.17 2.33 13.19 2.17 7.99
TCW | Gargoyle Hedged Value N TFHVX 1.15 7.90 2.21 12.83 1.91 7.74
TCW/Gargoyle Dynamic 500 Market-Netrl N TFMNX -0.29 --- 0.68 --- --- ---
TCW/Gargoyle Dynamic 500 Market-Netrl I TFMSX -0.19 --- 0.78 --- --- ---
CBOE Vest Defined Distribution Strat A VDDAX -0.07 --- 1.06 --- --- ---
CBOE Vest Defined Distribution Strat C VDDCX -0.07 0.32 0.86 --- --- ---
CBOE Vest Defined Distribution Strat Int VDDIX -0.07 1.13 1.06 2.28 --- ---
CBOE Vest Defined Distribution Strat Inv VDDLX -0.07 0.82 0.96 --- --- ---
Virtus Rampart Low Volatility Equity A VLVAX 1.46 6.72 2.12 9.80 4.97 ---
Virtus Rampart Low Volatility Equity C VLVCX 1.41 6.06 1.91 8.98 4.19 ---
Virtus Rampart Low Volatility Equity I VLVIX 1.54 7.00 2.29 10.09 5.26 ---