Options-based: Total Returns

Print
Data through 11/13/2018. 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 -0.53 -0.48 -2.39 1.35 4.81 3.64
Arin Large Cap Theta Advisor AVOAX -1.83 -5.32 -3.01 -5.09 0.47 1.41
Arin Large Cap Theta Institutional AVOLX -1.91 -5.07 -2.89 -4.74 0.85 1.68
AllianzGI Structured Return A AZIAX 0.00 -0.25 -1.07 0.37 3.38 3.41
AllianzGI Structured Return C AZICX -0.07 -0.91 -1.23 -0.41 2.59 2.63
AllianzGI Structured Return Instl AZIIX 0.06 0.06 -0.93 0.68 3.67 3.68
AllianzGI Structured Return P AZIPX 0.00 -0.06 -1.00 0.60 3.60 3.60
AllianzGI Structured Return R6 AZIRX 0.00 0.00 -1.00 0.69 --- ---
AllianzGI US Equity-Hedged A AZUAX -1.32 -2.18 -2.98 0.39 5.31 4.39
AllianzGI US Equity-Hedged C AZUCX -1.38 -2.79 -3.12 -0.33 4.55 3.62
AllianzGI US Equity-Hedged Instl AZUIX -1.30 -1.94 -2.94 0.64 5.58 4.65
AllianzGI US Equity-Hedged P AZUPX -1.34 -2.11 -2.97 0.49 5.46 4.53
Beacon Accelerated Return Strategy Instl BARLX -1.57 2.89 -3.00 6.20 --- ---
Beacon Accelerated Return Strategy A BARTX -1.66 --- -3.09 --- --- ---
Soundwatch Core Hedged Equity Instl BHHEX -0.40 -2.14 -2.52 0.43 --- ---
Beacon Planned Return Strategy Instl BPRLX -0.48 2.75 -0.85 4.51 --- ---
Beacon Planned Return Strategy A BPRTX -0.48 --- -0.95 --- --- ---
Bridgeway Managed Volatility BRBPX -0.06 1.49 -2.68 3.16 4.35 3.89
Belmont Theta Income Institutional BTIFX 0.00 --- -0.10 --- --- ---
CBOE Vest S&P 500® Buffer Strategy A BUAGX -1.11 --- -2.02 --- --- ---
CBOE Vest S&P 500® Buffer Strategy C BUCGX -1.79 --- -2.87 --- --- ---
CBOE Vest S&P 500® Buffer Strategy Instl BUIGX -1.11 1.84 -2.02 3.56 --- ---
CBOE Vest S&P 500® Buffer Strategy Inv BUMGX -1.11 1.58 -2.12 3.30 --- ---
CBOE Vest S&P 500® Buffer Strategy Y BUYGX -1.11 --- -2.02 --- --- ---
Main BuyWrite I BUYWX -1.83 -1.47 -4.63 0.25 --- ---
Calamos Hedged Equity Income A CAHEX -1.04 4.37 -1.69 5.90 6.40 ---
Iron Equity Premium Income Investor CALIX -1.98 -2.39 -3.73 0.09 7.21 ---
Iron Equity Premium Income Institutional CALLX -1.89 -2.06 -3.65 0.42 7.58 ---
Calamos Hedged Equity Income C CCHEX -1.05 3.77 -1.81 5.12 5.65 ---
Calamos Hedged Equity Income I CIHEX -1.04 4.68 -1.54 6.19 6.72 ---
Catalyst/Exceed Defined Risk A CLPAX -0.49 1.81 -2.51 2.76 3.45 ---
Catalyst/Exceed Defined Risk C CLPCX -0.62 1.05 -2.72 2.01 2.57 ---
Catalyst/Exceed Defined Risk I CLPFX -0.49 2.00 -2.40 3.12 3.63 ---
Camelot Premium Return C CPRCX 0.32 -0.49 -7.23 4.61 6.71 3.75
Camelot Premium Return A CPRFX 0.43 0.19 -7.09 5.37 7.55 4.56
Camelot Premium Return I CPRIX 0.43 0.36 -7.03 5.65 --- ---
MAI Managed Volatility Investor DIVPX -0.67 2.52 -1.25 4.18 5.40 4.42
Parametric Volatil Risk Prm-Defensv Insl EIVPX -0.45 1.10 -1.78 2.58 --- ---
CBOE Vest S&P 500® Enhanced Gr Strat A ENGAX -1.64 2.21 -3.07 4.80 --- ---
CBOE Vest S&P 500® Enhanced Gr Strat C ENGCX -1.71 --- -3.29 --- --- ---
CBOE Vest S&P 500® Enhanced Gr StratInst ENGIX -1.63 2.37 -3.05 5.04 --- ---
CBOE Vest S&P 500® Enhanced Gr Strat Inv ENGLX -1.64 2.12 -3.14 4.70 --- ---
CBOE Vest S&P 500® Enhanced Gr Strat Y ENGYX -1.55 --- -2.97 --- --- ---
Cullen Enhanced Equity Income C ENHCX 2.29 0.13 0.62 2.06 --- ---
Cullen Enhanced Equity Income I ENHNX 2.39 0.96 0.76 3.03 --- ---
Cullen Enhanced Equity Income Retail ENHRX 2.30 0.73 0.71 2.75 --- ---
Eaton Vance Hedged Stock A EROAX -0.44 1.56 -1.41 3.91 3.67 4.09
Eaton Vance Hedged Stock C EROCX -0.55 0.90 -1.54 3.11 2.87 3.31
Eaton Vance Hedged Stock I EROIX -0.44 1.89 -1.29 4.17 3.94 4.36
First Investors Hedged US Eq Opps A FHEJX -0.09 1.43 -3.00 3.75 --- ---
First Investors Hedged US Eq Opps Adv FHEKX -0.09 1.69 -2.89 4.11 --- ---
First Investors Hedged US Eq Opps Instl FHELX 0.00 1.78 -2.89 4.19 --- ---
First Investors Premium Income A FPIKX -0.89 --- -1.18 --- --- ---
First Investors Premium Income Advisor FPILX -0.89 --- -1.15 --- --- ---
First Investors Premium Income Instl FPIMX -0.90 --- -1.11 --- --- ---
First Investors Covered Call Strat A FRCCX -2.39 -3.97 -3.84 -0.07 --- ---
First Investors Covered Call Strat Adv FRCDX -2.39 -3.77 -3.76 0.19 --- ---
First Investors Covered Call Strat Instl FRCEX -2.32 -3.68 -3.76 0.32 --- ---
Gateway A GATEX -1.17 -0.67 -2.61 0.40 5.01 4.21
Gateway Equity Call Premium A GCPAX -1.16 -0.47 -2.91 1.09 6.65 ---
Gateway Equity Call Premium C GCPCX -1.24 -1.09 -3.07 0.32 5.88 ---
Gateway Equity Call Premium N GCPNX -1.16 -0.26 -2.81 1.34 --- ---
Gateway Equity Call Premium Y GCPYX -1.24 -0.38 -2.90 1.29 6.92 ---
Glenmede Secured Options Institutional GLSOX -0.80 3.07 -3.49 3.48 --- ---
Gateway C GTECX -1.23 -1.33 -2.78 -0.37 4.22 3.43
Gateway N GTENX -1.14 -0.42 -2.54 0.67 --- ---
Gateway Y GTEYX -1.17 -0.49 -2.58 0.62 5.26 4.46
Glenmede Secured Options GTSOX -0.80 2.91 -3.58 3.24 5.68 5.67
Harvest Edge Absolute Institutional HEAIX -0.60 0.00 -2.55 --- --- ---
Harvest Edge Absolute Investor HEANX -0.60 -0.20 -2.54 --- --- ---
Harvest Edge Bond Institutional HEBIX -0.52 -4.61 -2.37 --- --- ---
Harvest Edge Bond Investor HEBNX -0.44 -4.38 -2.34 --- --- ---
Harvest Edge Equity Institutional HEEIX -1.98 -0.80 -5.53 --- --- ---
Harvest Edge Equity Investor HEENX -1.98 -0.90 -5.54 --- --- ---
Catalyst Hedged Futures Strategy A HFXAX 1.50 1.00 0.62 -1.10 -6.11 -1.12
Catalyst Hedged Futures Strategy C HFXCX 1.44 0.39 0.52 -1.77 -6.83 -1.86
Catalyst Hedged Futures Strategy I HFXIX 1.48 1.36 0.74 -0.85 -5.88 -0.87
AlphaCentric Hedged Market Opportunity A HMXAX 2.22 -6.07 4.67 -5.44 --- ---
AlphaCentric Hedged Market Opportunity C HMXCX 2.13 -6.66 4.48 -6.13 --- ---
AlphaCentric Hedged Market Opportunity I HMXIX 2.25 -5.35 4.80 -4.67 --- ---
Rational Hedged Return A HRSAX 0.36 9.13 2.42 15.29 4.74 -2.44
Rational Hedged Return C HRSFX 0.18 8.30 2.24 14.70 --- ---
Rational Hedged Return Instl HRSTX 0.37 9.22 2.44 15.53 4.84 -2.38
IPS Strategic Capital Absolute Ret Instl IPSAX -2.39 -2.01 -4.12 1.28 --- ---
Rational Iron Horse A IRHAX 1.03 -2.01 0.84 0.21 3.68 3.00
Rational Iron Horse C IRHCX 0.93 -2.47 0.62 -0.25 --- ---
Rational Iron Horse I IRHIX 1.03 -1.92 0.76 0.40 3.87 3.25
Ironclad Managed Risk IRONX 0.18 6.48 -0.91 6.48 4.51 4.09
James Alpha Managed Risk Domestic Eq A JDAEX -0.28 3.96 0.00 5.09 4.22 ---
James Alpha Managed Risk Domestic Eq C JDCEX -0.38 3.21 -0.19 4.19 3.44 ---
James Alpha Managed Risk Domestic Eq I JDIEX -0.28 4.32 0.28 5.49 4.68 ---
James Alpha Managed Risk Domestic Eq S JDSEX -0.27 5.00 0.46 6.17 --- ---
James Alpha Mgd Risk Emerg Mkts Eq A JEAMX 0.98 -4.54 -2.42 -2.80 2.50 ---
James Alpha Mgd Risk Emerg Mkts Eq C JECMX 0.88 -5.20 -2.67 -3.62 1.74 ---
James Alpha Mgd Risk Emerg Mkts Eq I JEIMX 1.08 -4.00 -2.30 -2.36 2.98 ---
James Alpha Mgd Risk Emerg Mkts Eq S JESMX 1.08 -3.79 -2.19 -2.05 --- ---
JPMorgan Hedged Equity I JHEQX -1.13 0.45 -2.95 1.91 8.09 ---
JPMorgan Hedged Equity A JHQAX -1.18 0.20 -3.02 1.60 7.80 ---
JPMorgan Hedged Equity C JHQCX -1.24 -0.24 -3.15 1.11 7.27 ---
JPMorgan Hedged Equity R5 JHQPX -1.18 0.58 -2.95 2.04 8.28 ---
JPMorgan Hedged Equity R6 JHQRX -1.13 0.67 -2.89 2.14 8.33 ---
JHancock Redwood A JTRAX -0.55 1.59 -1.27 3.13 3.06 ---
JHancock Redwood C JTRCX -0.57 0.96 -1.40 2.43 2.35 ---
JHancock Redwood I JTRIX -0.54 1.85 -1.16 3.47 3.39 ---
JHancock Redwood R6 JTRRX -0.45 2.02 -1.07 3.63 3.50 ---
Leigh Baldwin Total Return LEBOX -0.44 -0.53 -0.52 -0.66 -0.71 -0.97
LS Theta Institutional LQTIX -1.13 -3.83 -2.13 -3.23 2.44 ---
LS Theta Investor LQTVX -1.16 -4.05 -2.19 -3.48 2.19 ---
MAI Managed Volatility Institutional MAIPX -0.69 2.77 -1.19 4.46 5.67 4.68
M.D. Sass Equity Income Plus Instl MDEIX 0.00 -4.52 -2.77 -2.60 2.28 2.31
M.D. Sass Equity Income Plus Inv MDEPX 0.00 -4.73 -2.84 -2.80 1.96 1.98
Madison Covered Call & Equity Income A MENAX -3.53 -0.11 -4.64 2.77 5.11 4.23
Madison Covered Call & Equity Income C MENCX -3.62 -0.84 -4.90 1.97 4.32 3.45
Madison Covered Call & Equity Income R6 MENRX -3.42 0.23 -4.60 3.21 5.51 4.62
Madison Covered Call & Equity Income Y MENYX -3.45 0.12 -4.64 3.12 5.39 4.49
Cboe Vest S&P 500® Enh & Buffer A MRAAX -1.10 2.87 -3.76 7.50 --- ---
Cboe Vest S&P 500® Enh & Buffer C MRACX -1.11 2.20 -3.96 6.70 --- ---
Cboe Vest S&P 500® Enh & Buffer Instl MRAIX -1.01 2.68 -3.76 7.40 --- ---
Cboe Vest S&P 500® Enh & Buffer Inv MRALX -1.10 2.87 -3.85 7.50 --- ---
Cboe Vest S&P 500® Enh & Buffer Y MRAYX -1.01 3.44 -3.65 8.20 --- ---
Neuberger Berman Hedged Option Prm A NHOAX 0.08 -4.18 -2.45 -4.16 --- ---
Neuberger Berman Hedged Option Prm C NHOCX 0.00 -4.80 -2.65 -4.88 --- ---
Neuberger Berman Hedged Option Prm Instl NHOIX 0.08 -3.88 -2.37 -3.81 --- ---
Neuberger Berman Hedged Option Prm R6 NHORX 0.08 -3.83 -2.35 -3.74 --- ---
Glenmede Global Secured Options NOVIX -1.51 -2.49 -5.51 -0.57 3.65 1.26
Neuberger Berman US Eq Idx PtWrtStrt A NUPAX 0.09 -1.10 -2.48 0.29 --- ---
Neuberger Berman US Eq Idx PtWrtStrt C NUPCX 0.00 -1.72 -2.62 -0.45 --- ---
Neuberger Berman US Eq Idx PtWrtStrtInst NUPIX 0.09 -0.79 -2.41 0.60 --- ---
Neuberger Berman US Eq Idx PtWrtStrt R6 NUPRX 0.09 -0.74 -2.39 0.67 --- ---
Princeton Premium A PPFAX 3.14 -4.41 -1.64 -4.08 --- ---
Princeton Premium I PPFIX 3.13 -4.21 -1.63 -3.88 --- ---
Russell Inv Strategic Call Overwrtg S ROWSX -1.37 -1.58 -3.59 1.08 8.32 5.77
Crossmark Steward Cov Call Inc A SCJAX -1.27 1.75 -2.41 --- --- ---
Crossmark Steward Cov Call Inc C SCJCX -1.36 1.50 -2.40 --- --- ---
Crossmark Steward Cov Call Inc Instl SCJIX -1.27 1.95 -2.36 --- --- ---
Crossmark Steward Cov Call Inc R6 SCJKX -1.36 1.45 -2.41 --- --- ---
Swan Defined Risk US Small Cap A SDCAX -1.86 -4.45 -7.72 -2.03 --- ---
Swan Defined Risk US Small Cap C SDCCX -1.99 -5.10 -8.02 -2.83 --- ---
Swan Defined Risk US Small Cap I SDCIX -1.94 -4.27 -7.76 -1.85 --- ---
Swan Defined Risk Emerging Markets A SDFAX -1.24 -11.31 -4.20 -9.77 3.96 ---
Swan Defined Risk Emerging Markets C SDFCX -1.27 -11.80 -4.30 -10.42 3.19 ---
Swan Defined Risk Emerging Markets I SDFIX -1.13 -11.06 -4.08 -9.53 4.22 ---
Swan Defined Risk Foreign Developed A SDJAX -0.80 -9.31 -3.96 -7.95 --- ---
Swan Defined Risk Foreign Developed C SDJCX -0.81 -9.93 -4.20 -8.66 --- ---
Swan Defined Risk Foreign Developed I SDJIX -0.80 -9.12 -3.95 -7.73 --- ---
Swan Defined Risk A SDRAX -0.72 -3.78 -3.40 -1.89 4.57 3.00
Swan Defined Risk C SDRCX -0.73 -4.38 -3.55 -2.63 3.82 2.24
Swan Defined Risk I SDRIX -0.71 -3.53 -3.31 -1.66 4.83 3.25
Catalyst/Exceed Defined Shield A SHIEX -1.44 1.08 -3.02 3.37 6.86 ---
Catalyst/Exceed Defined Shield I SHIIX -1.34 1.37 -2.91 3.71 7.13 ---
Catalyst/Exceed Defined Shield C SHINX -1.46 0.50 -3.24 2.69 --- ---
USCA Premium Buy-Write Institutional SHLDX 0.67 1.95 -0.39 4.38 --- ---
Stadion Alternative Income C TACCX 3.16 -0.42 0.97 0.79 2.05 ---
Stadion Alternative Income A TACFX 3.13 0.19 1.05 1.50 2.78 2.27
Stadion Alternative Income T TACRX 3.23 0.31 1.14 1.62 --- ---
Stadion Alternative Income I TACSX 3.14 0.38 1.12 1.66 3.02 2.52
Covered Bridge A TCBAX 0.58 3.75 0.14 7.40 9.09 5.92
Covered Bridge I TCBIX 0.58 3.97 0.20 7.65 9.36 6.21
Touchstone Dynamic Equity A TDEAX -0.26 -3.12 -3.72 -1.36 3.53 4.64
Touchstone Dynamic Equity C TDECX -0.35 -3.76 -3.89 -2.10 2.75 3.85
Touchstone Dynamic Equity Instl TDELX -0.31 -2.87 -3.63 -1.09 3.86 4.96
Touchstone Dynamic Equity Y TDEYX -0.25 -2.82 -3.59 -1.02 3.90 4.98
Content Partners