Options-based: Total Returns

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Data through 1/16/2019. 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 -0.01 2.60 -3.95 -4.16 5.53 2.86
Arin Large Cap Theta Advisor AVOAX 1.04 0.42 -3.25 -6.95 1.45 0.84
Arin Large Cap Theta Institutional AVOLX 1.03 0.42 -3.22 -6.60 1.84 1.13
AllianzGI Structured Return A AZIAX -0.14 0.84 -0.40 0.36 3.94 3.42
AllianzGI Structured Return C AZICX -0.24 0.74 -0.63 -0.44 3.14 2.65
AllianzGI Structured Return Instl AZIIX -0.11 0.84 -0.35 0.71 4.22 3.70
AllianzGI Structured Return P AZIPX -0.14 0.78 -0.39 0.56 4.15 3.62
AllianzGI Structured Return R6 AZIRX -0.16 0.84 -0.35 0.66 --- ---
AllianzGI US Equity-Hedged A AZUAX -0.21 1.70 -5.53 -7.15 6.09 3.06
AllianzGI US Equity-Hedged C AZUCX -0.31 1.64 -5.77 -7.87 5.30 2.29
AllianzGI US Equity-Hedged Instl AZUIX -0.17 1.67 -5.47 -6.97 6.33 3.31
AllianzGI US Equity-Hedged P AZUPX -0.21 1.67 -5.55 -7.09 6.23 3.20
Beacon Accelerated Return Strategy Instl BARLX 0.88 4.57 -7.55 -3.33 --- ---
Beacon Accelerated Return Strategy A BARTX 0.87 4.58 -7.66 --- --- ---
Soundwatch Core Hedged Equity Instl BHHEX -0.96 1.55 -6.33 -8.25 --- ---
Beacon Planned Return Strategy Instl BPRLX 0.60 2.95 -3.48 -0.38 --- ---
Beacon Planned Return Strategy A BPRTX 0.59 2.96 -3.59 --- --- ---
Bridgeway Managed Volatility BRBPX -0.28 2.16 -3.90 -3.83 4.12 2.93
Belmont Theta Income Institutional BTIFX -2.38 0.10 -1.95 --- --- ---
CBOE Vest S&P 500® Buffer Strategy A BUAGX 0.71 2.06 -4.04 --- --- ---
CBOE Vest S&P 500® Buffer Strategy C BUCGX 0.62 1.99 -4.16 --- --- ---
CBOE Vest S&P 500® Buffer Strategy Instl BUIGX 0.71 2.06 -4.04 -1.04 --- ---
CBOE Vest S&P 500® Buffer Strategy Inv BUMGX 0.71 2.07 -4.06 -1.22 --- ---
CBOE Vest S&P 500® Buffer Strategy Y BUYGX 0.71 2.06 -3.96 --- --- ---
Main BuyWrite I BUYWX 1.18 4.50 -4.78 -4.61 4.38 ---
Calamos Hedged Equity Income A CAHEX 0.55 2.23 -2.91 0.02 7.04 ---
Iron Equity Premium Income Investor CALIX 0.16 3.70 -6.69 -8.59 7.84 ---
Iron Equity Premium Income Institutional CALLX 0.16 3.70 -6.59 -8.27 8.16 ---
Calamos Hedged Equity Income C CCHEX 0.51 2.16 -3.07 -0.63 6.26 ---
Calamos Hedged Equity Income I CIHEX 0.55 2.23 -2.83 0.32 7.34 ---
Catalyst/Exceed Defined Risk A CLPAX 0.41 2.62 -4.40 -2.11 6.64 3.66
Catalyst/Exceed Defined Risk C CLPCX 0.32 2.52 -4.71 -2.93 5.70 2.81
Catalyst/Exceed Defined Risk I CLPFX 0.41 2.61 -4.35 -1.89 6.81 ---
Camelot Premium Return A CPRFX 6.07 13.89 -4.62 -4.46 12.39 3.44
Camelot Premium Return I CPRIX 6.03 13.89 -4.54 -4.21 --- ---
MAI Managed Volatility Investor DIVPX 0.49 3.37 -3.80 -0.83 6.05 3.50
Parametric Volatil Risk Prm-Defensv Insl EIVPX 0.00 2.59 -3.49 -1.47 --- ---
CBOE Vest S&P 500® Enhanced Gr Strat A ENGAX 0.39 4.38 -8.13 -4.42 --- ---
CBOE Vest S&P 500® Enhanced Gr Strat C ENGCX 0.30 4.27 -8.33 --- --- ---
CBOE Vest S&P 500® Enhanced Gr StratInst ENGIX 0.48 4.44 -8.06 -4.14 --- ---
CBOE Vest S&P 500® Enhanced Gr Strat Inv ENGLX 0.39 4.37 -8.10 -4.32 --- ---
CBOE Vest S&P 500® Enhanced Gr Strat Y ENGYX 0.39 4.34 -7.98 --- --- ---
Cullen Enhanced Equity Income C ENHCX -0.62 2.95 -2.48 -4.20 7.82 ---
Cullen Enhanced Equity Income I ENHNX -0.63 2.94 -2.28 -3.21 8.88 ---
Cullen Enhanced Equity Income Retail ENHRX -0.61 2.96 -2.28 -3.44 8.60 ---
Eaton Vance Hedged Stock A EROAX 0.46 2.34 -4.14 -2.98 4.18 2.58
Eaton Vance Hedged Stock C EROCX 0.35 2.25 -4.42 -3.68 3.38 1.82
Eaton Vance Hedged Stock I EROIX 0.46 2.34 -4.18 -2.81 4.42 2.83
First Investors Hedged US Eq Opps A FHEJX 0.69 2.83 -3.17 -2.41 --- ---
First Investors Hedged US Eq Opps Adv FHEKX 0.59 2.81 -3.15 -2.13 --- ---
First Investors Hedged US Eq Opps Instl FHELX 0.60 2.80 -3.13 -2.03 --- ---
First Investors Premium Income A FPIKX 1.17 2.68 -1.31 --- --- ---
First Investors Premium Income Advisor FPILX 1.19 2.57 -1.30 --- --- ---
First Investors Premium Income Instl FPIMX 1.30 2.83 -1.11 --- --- ---
First Investors Covered Call Strat A FRCCX 0.39 4.01 -6.72 -9.37 --- ---
First Investors Covered Call Strat Adv FRCDX 0.40 4.02 -6.64 -9.10 --- ---
First Investors Covered Call Strat Instl FRCEX 0.53 4.15 -6.57 -8.92 --- ---
Gateway A GATEX 0.49 2.12 -3.63 -2.95 5.68 3.51
Gateway Equity Call Premium A GCPAX 0.12 3.00 -4.54 -3.56 7.51 ---
Gateway Equity Call Premium C GCPCX 0.09 2.92 -4.75 -4.30 6.72 ---
Gateway Equity Call Premium N GCPNX 0.12 2.92 -4.54 -3.36 --- ---
Gateway Equity Call Premium Y GCPYX 0.19 3.00 -4.47 -3.25 7.81 ---
Glenmede Secured Options Institutional GLSOX -0.43 3.83 -6.19 -1.14 --- ---
Gateway C GTECX 0.40 2.10 -3.83 -3.68 4.88 2.72
Gateway N GTENX 0.51 2.15 -3.55 -2.65 --- ---
Gateway Y GTEYX 0.50 2.12 -3.60 -2.73 5.93 3.76
Glenmede Secured Options GTSOX -0.51 3.66 -6.29 -1.48 5.62 4.49
Harvest Edge Absolute Institutional HEAIX -10.04 3.57 -14.45 -12.30 --- ---
Harvest Edge Absolute Investor HEANX -9.99 3.56 -14.40 -12.42 --- ---
Harvest Edge Bond Institutional HEBIX -1.64 0.86 -2.05 -5.01 --- ---
Harvest Edge Bond Investor HEBNX -1.65 0.90 -2.07 -4.77 --- ---
Harvest Edge Equity Institutional HEEIX -4.72 6.01 -14.10 -13.60 --- ---
Harvest Edge Equity Investor HEENX -4.77 5.90 -14.16 -13.83 --- ---
Catalyst Hedged Futures Strategy A HFXAX -4.42 -0.89 -2.63 -2.63 -7.52 -2.84
Catalyst Hedged Futures Strategy C HFXCX -4.49 -0.93 -2.87 -3.37 -8.23 -3.58
Catalyst Hedged Futures Strategy I HFXIX -4.48 -0.88 -2.72 -2.48 -7.32 -2.62
AlphaCentric Hedged Market Opportunity A HMXAX 0.96 2.18 3.36 -4.29 --- ---
AlphaCentric Hedged Market Opportunity C HMXCX 0.86 2.10 3.18 -5.04 --- ---
AlphaCentric Hedged Market Opportunity I HMXIX 0.95 2.15 3.38 -3.58 --- ---
Rational Tactical Return A HRSAX 0.85 0.37 1.03 9.64 9.42 -2.78
Rational Tactical Return C HRSFX 0.66 0.18 0.66 8.60 --- ---
Rational Tactical Return Instl HRSTX 0.96 0.37 1.15 9.84 9.52 -2.72
IPS Strategic Capital Absolute Ret Instl IPSAX -0.40 0.71 -6.31 -7.36 --- ---
Rational Iron Horse A IRHAX 2.38 1.23 2.49 -0.46 5.32 3.44
Rational Iron Horse C IRHCX 2.45 1.24 2.45 -0.86 --- ---
Rational Iron Horse I IRHIX 2.41 1.23 2.51 -0.24 5.56 3.72
Ironclad Managed Risk IRONX -1.61 1.98 -2.92 2.73 4.99 3.00
James Alpha Managed Risk Domestic Eq A JDAEX 0.41 2.74 -0.47 2.96 6.11 ---
James Alpha Managed Risk Domestic Eq C JDCEX 0.31 2.65 -0.66 2.22 5.33 ---
James Alpha Managed Risk Domestic Eq I JDIEX 0.51 2.82 -0.31 3.49 6.61 ---
James Alpha Managed Risk Domestic Eq S JDSEX 0.51 2.80 -0.20 4.16 --- ---
James Alpha Mgd Risk Emerg Mkts Eq A JEAMX 2.43 2.31 4.04 -2.94 8.08 ---
James Alpha Mgd Risk Emerg Mkts Eq C JECMX 2.48 2.35 3.85 -3.71 7.29 ---
James Alpha Mgd Risk Emerg Mkts Eq I JEIMX 2.54 2.41 4.10 -2.43 8.58 ---
James Alpha Mgd Risk Emerg Mkts Eq S JESMX 2.53 2.40 4.20 -2.22 --- ---
JPMorgan Hedged Equity I JHEQX 2.52 2.21 -0.87 0.34 9.67 6.29
JPMorgan Hedged Equity A JHQAX 2.51 2.16 -0.89 0.08 9.39 6.02
JPMorgan Hedged Equity C JHQCX 2.48 2.18 -1.04 -0.41 8.85 5.50
JPMorgan Hedged Equity R5 JHQPX 2.58 2.21 -0.81 0.49 9.88 6.50
JPMorgan Hedged Equity R6 JHQRX 2.59 2.21 -0.80 0.59 9.93 6.55
JHancock Redwood A JTRAX 2.12 3.42 -1.88 -0.06 4.21 1.59
JHancock Redwood C JTRCX 2.06 3.41 -2.05 -0.75 3.49 ---
JHancock Redwood I JTRIX 2.21 3.37 -1.82 0.24 4.55 1.89
JHancock Redwood R6 JTRRX 2.23 3.54 -1.77 0.46 4.66 2.05
Leigh Baldwin Total Return LEBOX 0.44 -0.15 0.44 -0.09 0.34 -0.81
Theta Income Institutional LQTIX -0.68 0.52 -2.59 -5.43 3.12 ---
Theta Income Investor LQTVX -0.70 0.53 -2.65 -5.67 2.86 ---
MAI Managed Volatility Institutional MAIPX 0.63 3.45 -3.68 -0.52 6.33 3.78
M.D. Sass Equity Income Plus Instl MDEIX 1.55 3.31 -2.09 -6.27 3.89 1.62
M.D. Sass Equity Income Plus Inv MDEPX 1.48 3.31 -2.16 -6.55 3.54 1.29
Madison Covered Call & Equity Income A MENAX 1.65 4.47 -6.16 -4.42 6.27 3.53
Madison Covered Call & Equity Income C MENCX 1.68 4.61 -6.33 -5.06 5.49 2.76
Madison Covered Call & Equity Income R6 MENRX 1.77 4.57 -6.01 -4.01 6.71 3.93
Madison Covered Call & Equity Income Y MENYX 1.66 4.49 -6.17 -4.27 6.50 3.77
Cboe Vest S&P 500® Enh & Buffer A MRAAX -2.09 4.66 -9.04 -6.17 --- ---
Cboe Vest S&P 500® Enh & Buffer C MRACX -2.15 4.59 -9.15 -6.78 --- ---
Cboe Vest S&P 500® Enh & Buffer Instl MRAIX -1.99 4.63 -8.88 -5.82 --- ---
Cboe Vest S&P 500® Enh & Buffer Inv MRALX -2.10 4.67 -8.97 -6.09 --- ---
Cboe Vest S&P 500® Enh & Buffer Y MRAYX -2.03 4.66 -8.86 -5.57 --- ---
Neuberger Berman Hedged Option Prm A NHOAX -3.12 -0.72 -3.76 -5.20 --- ---
Neuberger Berman Hedged Option Prm C NHOCX -3.21 -0.77 -3.97 -5.89 --- ---
Neuberger Berman Hedged Option Prm Instl NHOIX -3.10 -0.72 -3.70 -4.85 --- ---
Neuberger Berman Hedged Option Prm R6 NHORX -3.09 -0.72 -3.69 -4.78 --- ---
Glenmede Global Secured Options NOVIX 2.67 5.71 -4.73 -4.53 6.24 0.42
Neuberger Berman US Eq Idx PtWrtStrt A NUPAX -0.82 2.37 -3.93 -4.71 --- ---
Neuberger Berman US Eq Idx PtWrtStrt C NUPCX -0.94 2.30 -4.18 -5.46 --- ---
Neuberger Berman US Eq Idx PtWrtStrtInst NUPIX -0.83 2.37 -3.93 -4.42 --- ---
Neuberger Berman US Eq Idx PtWrtStrt R6 NUPRX -0.80 2.37 -3.82 -4.34 --- ---
Princeton Premium A PPFAX 2.14 0.60 1.57 -3.02 --- ---
Princeton Premium I PPFIX 2.13 0.60 1.76 -2.72 --- ---
Russell Inv Strategic Call Overwrtg S ROWSX 0.14 3.35 -5.28 -4.38 10.53 4.52
Crossmark Steward Cov Call Inc A SCJAX 1.02 3.44 -4.63 -2.99 --- ---
Crossmark Steward Cov Call Inc C SCJCX 1.09 3.41 -4.62 -3.05 --- ---
Crossmark Steward Cov Call Inc Instl SCJIX 1.03 3.45 -4.43 -2.68 --- ---
Crossmark Steward Cov Call Inc R6 SCJKX 0.96 3.43 -4.77 -3.22 --- ---
Swan Defined Risk US Small Cap A SDCAX 1.06 4.68 -5.55 -6.94 6.26 ---
Swan Defined Risk US Small Cap C SDCCX 0.90 4.60 -5.75 -7.70 5.48 ---
Swan Defined Risk US Small Cap I SDCIX 1.06 4.65 -5.52 -6.67 6.51 ---
Swan Defined Risk US Small Cap Y SDCYX --- 4.56 --- --- --- ---
Swan Defined Risk Emerging Markets A SDFAX 2.26 2.09 0.69 -10.93 7.27 ---
Swan Defined Risk Emerging Markets C SDFCX 2.25 2.14 0.53 -11.56 6.46 ---
Swan Defined Risk Emerging Markets I SDFIX 2.28 2.18 0.72 -10.66 7.56 ---
Swan Defined Risk Emerging Markets Y SDFYX --- 2.29 --- --- --- ---
Swan Defined Risk Foreign Developed A SDJAX 0.83 1.56 -2.17 -11.39 2.41 ---
Swan Defined Risk Foreign Developed C SDJCX 0.78 1.46 -2.26 -12.07 1.66 ---
Swan Defined Risk Foreign Developed I SDJIX 0.92 1.56 -2.07 -11.20 2.67 ---
Swan Defined Risk Foreign Developed Y SDJYX --- 1.56 --- --- --- ---
Swan Defined Risk A SDRAX -1.59 1.96 -5.60 -7.70 4.38 1.96
Swan Defined Risk C SDRCX -1.67 1.90 -5.84 -8.48 3.58 1.20
Swan Defined Risk I SDRIX -1.54 2.04 -5.53 -7.48 4.65 2.22
Swan Defined Risk Y SDRYX --- 2.04 --- --- --- ---
Catalyst/Exceed Defined Shield A SHIEX -0.11 2.97 -6.34 -4.98 7.41 ---
Catalyst/Exceed Defined Shield I SHIIX -0.11 2.96 -6.24 -4.81 7.64 ---
Catalyst/Exceed Defined Shield C SHINX -0.11 2.89 -6.48 -5.66 --- ---
USCA Premium Buy-Write Institutional SHLDX -0.32 2.38 -2.23 -0.82 --- ---
Stadion Alternative Income C TACCX -5.67 -2.09 -3.22 -3.97 -0.45 ---
Stadion Alternative Income A TACFX -5.63 -2.07 -3.10 -3.36 0.29 0.97
Stadion Alternative Income I TACSX -5.67 -2.07 -3.04 -3.12 0.51 1.21
Covered Bridge A TCBAX 0.88 4.33 -3.92 -2.53 9.64 4.80
Covered Bridge I TCBIX 0.88 4.23 -3.96 -2.38 9.88 5.06
Touchstone Dynamic Equity A TDEAX -1.61 2.15 -7.08 -10.91 2.82 2.73
Touchstone Dynamic Equity C TDECX -1.67 2.11 -7.20 -11.57 2.05 1.97
Touchstone Dynamic Equity Instl TDELX -1.64 2.12 -6.99 -10.63 3.14 3.06
Touchstone Dynamic Equity Y TDEYX -1.67 2.13 -7.03 -10.58 3.18 3.06
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