Options-based: Total Returns

Print
Data through 4/20/2018. 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 -0.67 -1.82 -3.20 4.07 3.40 4.56
Arin Large Cap Theta Advisor AVOAX -4.82 -3.89 -4.45 -1.39 1.04 ---
Arin Large Cap Theta Institutional AVOLX -4.89 -3.87 -4.43 -1.09 1.40 ---
AllianzGI Structured Return A AZIAX 0.58 -1.64 -1.89 1.97 2.83 3.92
AllianzGI Structured Return C AZICX 0.47 -1.89 -2.08 1.17 2.07 3.12
AllianzGI Structured Return Instl AZIIX 0.51 -1.57 -1.88 2.20 3.10 4.16
AllianzGI Structured Return P AZIPX 0.58 -1.58 -1.83 2.13 3.05 4.10
AllianzGI Structured Return R6 AZIRX 0.58 -1.57 -1.82 2.28 --- ---
AllianzGI US Equity-Hedged A AZUAX -1.50 -3.33 -6.10 6.31 3.35 5.88
AllianzGI US Equity-Hedged C AZUCX -1.57 -3.52 -6.29 5.53 2.59 5.11
AllianzGI US Equity-Hedged Instl AZUIX -1.43 -3.18 -6.02 6.60 3.61 6.16
AllianzGI US Equity-Hedged P AZUPX -1.47 -3.27 -6.08 6.47 3.49 6.04
Beacon Accelerated Return Strategy Instl BARLX -0.58 -0.19 -2.08 --- --- ---
Soundwatch Core Hedged Equity Instl BHHEX -1.03 -2.42 -4.83 9.93 --- ---
Beacon Planned Return Strategy Instl BPRLX 0.00 0.20 -0.87 --- --- ---
Bridgeway Managed Volatility BRBPX 0.45 1.43 -0.89 7.32 3.32 4.76
CBOE Vest S&P 500® Bffr Prt Strt Instl BUIGX -0.17 0.18 -0.95 7.12 --- ---
CBOE Vest S&P 500® Bffr Prt Strt Inv BUMGX -0.26 0.00 -1.04 6.75 --- ---
Main BuyWrite I BUYWX -1.35 1.10 -0.45 7.68 --- ---
Calamos Hedged Equity Income A CAHEX -0.52 4.03 0.38 9.31 5.66 ---
Calamos Hedged Equity Income T CAHTX --- --- --- --- --- ---
Iron Equity Premium Income Investor CALIX -1.33 -1.50 -4.95 9.35 --- ---
Iron Equity Premium Income Institutional CALLX -1.35 -1.43 -4.96 9.64 --- ---
Calamos Hedged Equity Income C CCHEX -0.61 3.75 0.09 8.51 4.86 ---
Crow Point Defined Risk Global Eq Inc A CGHAX -0.57 -1.13 -3.95 7.89 1.32 1.72
Crow Point Defined Risk Global Eq Inc I CGHIX -0.45 -1.01 -3.81 8.20 1.62 2.01
Calamos Hedged Equity Income I CIHEX -0.52 4.13 0.47 9.70 5.96 ---
Catalyst/Exceed Defined Risk A CLPAX 0.30 0.30 -0.90 5.87 -1.25 ---
Catalyst/Exceed Defined Risk C CLPCX 0.31 0.00 -1.04 5.05 -2.11 ---
Catalyst/Exceed Defined Risk I CLPFX 0.30 0.30 -0.89 6.12 -1.11 ---
Camelot Premium Return C CPRCX 0.79 -2.82 -4.67 -0.36 1.27 5.17
Camelot Premium Return A CPRFX 0.87 -2.52 -4.46 0.31 2.03 5.96
Camelot Premium Return I CPRIX 0.93 -2.46 -4.40 0.68 --- ---
Day Hagan Hedged Strategy A DHJAX -8.17 -21.76 -21.76 -17.20 --- ---
Day Hagan Hedged Strategy C DHJCX -8.30 -21.97 -21.90 -17.34 --- ---
Day Hagan Hedged Strategy I DHJIX -8.16 -21.66 -21.66 -16.93 --- ---
MAI Managed Volatility Investor DIVPX -0.26 -0.52 -1.88 5.49 3.45 4.85
Parametric Volatil Risk Prm-Defensv Insl EIVPX -0.65 -1.10 -2.27 6.67 --- ---
CBOE Vest S&P 500® Enhanced Gr Strat A ENGAX -0.42 -0.09 -1.68 10.65 --- ---
CBOE Vest S&P 500® Enhanced Gr StratInst ENGIX -0.34 0.00 -1.58 11.31 --- ---
CBOE Vest S&P 500® Enhanced Gr Strat Inv ENGLX -0.42 -0.08 -1.59 11.04 --- ---
Cullen Enhanced Equity Income C ENHCX -0.85 -5.14 -6.63 0.00 --- ---
Cullen Enhanced Equity Income I ENHNX -0.80 -4.80 -6.38 1.02 --- ---
Cullen Enhanced Equity Income Retail ENHRX -0.76 -4.87 -6.46 0.78 --- ---
Eaton Vance Hedged Stock A EROAX -0.79 -1.56 -2.97 6.00 2.23 4.91
Eaton Vance Hedged Stock C EROCX -0.80 -1.69 -3.11 5.31 1.49 4.13
Eaton Vance Hedged Stock I EROIX -0.67 -1.34 -2.85 6.38 2.50 5.19
First Investors Hedged US Eq Opps A FHEJX -1.93 0.09 -2.78 8.23 --- ---
First Investors Hedged US Eq Opps Adv FHEKX -1.92 0.18 -2.68 8.60 --- ---
First Investors Hedged US Eq Opps Instl FHELX -1.92 0.18 -2.68 8.69 --- ---
First Investors Covered Call Strat A FRCCX -0.19 -2.08 -5.11 5.31 --- ---
First Investors Covered Call Strat Adv FRCDX -0.10 -2.00 -5.04 5.67 --- ---
First Investors Covered Call Strat Instl FRCEX -0.11 -2.01 -5.04 5.80 --- ---
Gateway A GATEX -0.71 -1.66 -2.62 4.79 4.38 4.68
Gateway Equity Call Premium A GCPAX -0.94 -2.25 -3.45 5.65 5.70 ---
Gateway Equity Call Premium C GCPCX -0.99 -2.47 -3.59 4.89 4.92 ---
Gateway Equity Call Premium N GCPNX -0.92 -2.23 -3.43 --- --- ---
Gateway Equity Call Premium Y GCPYX -0.93 -2.24 -3.36 5.99 5.95 ---
Glenmede Secured Options Institutional GLSOX 0.25 1.41 1.07 5.52 --- ---
Gateway C GTECX -0.81 -1.91 -2.81 3.98 3.59 3.89
Gateway N GTENX -0.70 -1.59 -2.58 --- --- ---
Gateway Y GTEYX -0.71 -1.60 -2.56 5.05 4.62 4.94
Glenmede Secured Options GTSOX 0.16 1.33 0.99 5.19 5.85 6.84
Catalyst Hedged Futures Strategy A HFXAX 0.38 -1.25 -0.50 -8.33 -5.80 ---
Catalyst Hedged Futures Strategy C HFXCX 0.26 -1.42 -0.65 -9.06 -6.49 ---
Catalyst Hedged Futures Strategy I HFXIX 0.25 -1.11 -0.50 -8.14 -5.59 ---
AlphaCentric Hedged Market Opportunity A HMXAX -0.97 -12.72 -12.72 -9.68 --- ---
AlphaCentric Hedged Market Opportunity C HMXCX -0.98 -12.89 -12.84 -10.31 --- ---
AlphaCentric Hedged Market Opportunity I HMXIX -0.91 -12.19 -12.19 -8.94 --- ---
IPS Strategic Absolute Return Instl IPSAX -2.01 -1.72 -5.35 9.20 --- ---
Rational Iron Horse A IRHAX -0.63 -2.70 -3.43 2.42 2.46 4.71
Rational Iron Horse C IRHCX -0.74 -2.81 -3.55 1.74 --- ---
Rational Iron Horse I IRHIX -0.67 -2.64 -3.46 2.70 2.73 4.98
Ironclad Managed Risk IRONX 2.11 4.42 3.00 6.03 3.02 4.69
James Alpha Managed Risk Domestic Eq A JDAEX 0.77 1.35 0.10 6.20 --- ---
James Alpha Managed Risk Domestic Eq C JDCEX 0.78 1.17 0.00 5.49 --- ---
James Alpha Managed Risk Domestic Eq I JDIEX 0.86 1.44 0.19 6.61 --- ---
James Alpha Managed Risk Domestic Eq S JDSEX 0.95 1.73 0.38 --- --- ---
James Alpha Mgd Risk Emerg Mkts Eq A JEAMX -1.02 -0.21 -2.52 6.93 --- ---
James Alpha Mgd Risk Emerg Mkts Eq C JECMX -1.03 -0.42 -2.64 6.18 --- ---
James Alpha Mgd Risk Emerg Mkts Eq I JEIMX -1.02 0.00 -2.40 7.44 --- ---
James Alpha Mgd Risk Emerg Mkts Eq S JESMX -0.91 0.10 -2.30 --- --- ---
JPMorgan Hedged Equity I JHEQX -1.90 -1.24 -2.89 7.30 5.85 ---
JPMorgan Hedged Equity A JHQAX -1.91 -1.30 -2.96 6.99 5.57 ---
JPMorgan Hedged Equity C JHQCX -1.93 -1.47 -3.09 6.47 5.05 ---
JPMorgan Hedged Equity R5 JHQPX -1.85 -1.19 -2.90 7.46 6.04 ---
JPMorgan Hedged Equity R6 JHQRX -1.84 -1.13 -2.83 7.52 6.10 ---
JHancock Redwood A JTRAX 0.00 0.37 -0.65 4.17 1.52 ---
JHancock Redwood C JTRCX 0.00 0.19 -0.76 3.56 0.84 ---
JHancock Redwood I JTRIX 0.00 0.46 -0.55 4.51 1.86 ---
JHancock Redwood R6 JTRRX 0.09 0.55 -0.54 4.68 1.97 ---
CBOE Vest S&P 500 Dv Arst Trgt Inc A KNGAX -1.21 -2.13 -5.21 --- --- ---
CBOE Vest S&P 500 Dv Arst Trgt Inc C KNGCX -1.30 -2.41 -5.39 --- --- ---
CBOE Vest S&P 500 Dv Arst Trgt Inc Instl KNGIX -1.16 -2.08 -5.06 --- --- ---
CBOE Vest S&P 500 Dv Arst Trgt Inc Inv KNGLX -1.26 -2.18 -5.26 --- --- ---
RAISE Core Tactical I KRCTX -0.51 -0.64 -5.37 -2.64 --- ---
Leigh Baldwin Total Return LEBOX 0.11 0.26 -0.46 0.56 -1.86 -0.42
LS Theta Institutional LQTIX -1.80 -3.83 -4.63 0.00 3.39 ---
LS Theta Investor LQTVX -1.81 -3.89 -4.68 -0.23 3.12 ---
MAI Managed Volatility Institutional MAIPX -0.25 -0.42 -1.81 5.74 3.72 5.07
M.D. Sass Equity Income Plus Instl MDEIX -0.42 -3.55 -4.83 0.30 0.64 ---
M.D. Sass Equity Income Plus Inv MDEPX -0.37 -3.60 -4.88 0.06 0.32 ---
Madison Covered Call & Equity Income A MENAX 1.51 1.17 -1.49 6.53 4.10 6.66
Madison Covered Call & Equity Income C MENCX 1.47 0.87 -1.68 5.78 3.31 5.88
Madison Covered Call & Equity Income R6 MENRX 1.58 1.36 -1.34 6.99 4.54 7.09
Madison Covered Call & Equity Income Y MENYX 1.59 1.26 -1.46 6.81 4.38 6.93
Cboe Vest S&P 500® Enh & Buffer A MRAAX -0.09 3.35 -0.18 --- --- ---
Cboe Vest S&P 500® Enh & Buffer C MRACX -0.19 3.07 -0.37 --- --- ---
Cboe Vest S&P 500® Enh & Buffer Instl MRAIX -0.09 2.96 -0.09 --- --- ---
Cboe Vest S&P 500® Enh & Buffer Inv MRALX -0.09 3.35 -0.18 --- --- ---
Cboe Vest S&P 500® Enh & Buffer Y MRAYX 0.00 3.54 0.00 --- --- ---
Neuberger Berman Hedged Option Prm A NHOAX -0.19 -4.43 -2.50 -2.79 --- ---
Neuberger Berman Hedged Option Prm C NHOCX -0.25 -4.62 -2.68 -3.48 --- ---
Neuberger Berman Hedged Option Prm Instl NHOIX -0.14 -4.30 -2.40 -2.40 --- ---
Neuberger Berman Hedged Option Prm R6 NHORX -0.13 -4.29 -2.39 -2.34 --- ---
Glenmede Global Secured Options NOVIX 0.85 -0.28 -1.02 7.51 1.55 3.07
Neuberger Berman US Eq Idx PtWrtStrt A NUPAX -0.90 -2.82 -3.79 3.75 --- ---
Neuberger Berman US Eq Idx PtWrtStrt C NUPCX -0.95 -2.97 -3.94 3.05 --- ---
Neuberger Berman US Eq Idx PtWrtStrtInst NUPIX -0.90 -2.63 -3.60 4.20 --- ---
Neuberger Berman US Eq Idx PtWrtStrt R6 NUPRX -0.98 -2.70 -3.68 4.16 --- ---
Princeton Premium A PPFAX 2.16 -6.67 -4.79 -0.41 --- ---
Princeton Premium I PPFIX 2.25 -6.55 -4.68 -0.11 --- ---
Russell Inv Strategic Call Overwrtg S ROWSX -1.28 -3.69 -4.58 6.97 7.73 6.21
Crossmark Steward Cov Call Inc A SCJAX -0.80 -0.06 -3.34 --- --- ---
Crossmark Steward Cov Call Inc C SCJCX -0.40 -0.10 -3.29 --- --- ---
Crossmark Steward Cov Call Inc Instl SCJIX -0.80 0.06 -3.32 --- --- ---
Crossmark Steward Cov Call Inc K SCJKX -0.40 -0.15 -3.33 --- --- ---
Swan Defined Risk US Small Cap A SDCAX 0.00 -0.74 -2.27 5.80 --- ---
Swan Defined Risk US Small Cap C SDCCX -0.08 -0.92 -2.47 5.05 --- ---
Swan Defined Risk US Small Cap I SDCIX 0.00 -0.66 -2.26 6.05 --- ---
Swan Defined Risk Emerging Markets A SDFAX -2.14 -2.69 -5.91 11.24 2.29 ---
Swan Defined Risk Emerging Markets C SDFCX -2.28 -2.93 -6.12 10.32 1.48 ---
Swan Defined Risk Emerging Markets I SDFIX -2.13 -2.67 -5.88 11.40 2.50 ---
Swan Defined Risk Foreign Developed A SDJAX 0.85 -2.92 -4.92 7.53 --- ---
Swan Defined Risk Foreign Developed C SDJCX 0.76 -3.13 -5.05 6.77 --- ---
Swan Defined Risk Foreign Developed I SDJIX 0.85 -2.83 -4.91 7.85 --- ---
Swan Defined Risk A SDRAX 0.24 -3.62 -4.43 4.64 2.02 4.60
Swan Defined Risk C SDRCX 0.16 -3.83 -4.57 3.88 1.27 3.83
Swan Defined Risk I SDRIX 0.32 -3.46 -4.27 4.94 2.31 4.88
Catalyst/Exceed Defined Shield A SHIEX -1.37 -0.49 -2.79 9.67 5.33 ---
Catalyst/Exceed Defined Shield I SHIIX -1.36 -0.39 -2.78 9.89 5.61 ---
Catalyst/Exceed Defined Shield C SHINX -1.38 -0.69 -3.00 --- --- ---
USCA Premium Buy-Write Institutional SHLDX -0.50 -1.08 -2.61 1.95 --- ---
Stadion Alternative Income C TACCX 0.74 -3.13 -1.18 -2.76 --- ---
Stadion Alternative Income A TACFX 0.87 -2.87 -0.93 -2.04 1.16 0.85
Stadion Alternative Income T TACRX 0.89 -2.85 -0.91 --- --- ---
Stadion Alternative Income I TACSX 0.86 -2.78 -0.94 -1.78 1.41 1.10
Covered Bridge A TCBAX -0.78 -0.69 -3.45 6.21 5.48 ---
Covered Bridge I TCBIX -0.72 -0.62 -3.30 6.55 5.74 ---
Touchstone Dynamic Equity A TDEAX -1.66 -0.37 -3.67 6.43 5.32 6.55
Touchstone Dynamic Equity C TDECX -1.79 -0.67 -3.90 5.58 4.50 5.73
Touchstone Dynamic Equity Instl TDELX -1.63 -0.31 -3.60 6.73 5.64 6.87
Touchstone Dynamic Equity Y TDEYX -1.63 -0.31 -3.61 6.77 5.65 6.86
TCW/Gargoyle Dynamic 500 Collar N TFCNX -0.39 -0.78 -1.16 3.25 --- ---
TCW/Gargoyle Dynamic 500 Collar I TFCSX -0.29 -0.68 -1.07 3.45 --- ---
TCW | Gargoyle Dynamic 500 I TFDIX -0.77 -1.19 -2.92 7.24 --- ---
TCW | Gargoyle Dynamic 500 N TFDNX -0.85 -1.28 -3.01 6.96 --- ---
TCW | Gargoyle Hedged Value I TFHIX -0.61 -4.22 -7.05 5.74 -0.42 5.72
TCW | Gargoyle Hedged Value N TFHVX -0.61 -4.30 -7.12 5.50 -0.67 5.47
TCW/Gargoyle Dynamic 500 Market-Netrl N TFMNX 0.62 -1.61 -0.20 -0.37 --- ---
TCW/Gargoyle Dynamic 500 Market-Netrl I TFMSX 0.62 -1.51 -0.10 -0.07 --- ---
CBOE Vest Defined Distribution Strat A VDDAX 0.74 -6.97 -1.12 -6.85 --- ---
CBOE Vest Defined Distribution Strat C VDDCX 0.63 -6.09 -0.01 -6.35 --- ---
CBOE Vest Defined Distribution Strat Int VDDIX 0.84 -5.71 0.32 -5.38 --- ---
CBOE Vest Defined Distribution Strat Inv VDDLX 0.84 -5.83 0.21 -5.70 --- ---
Virtus Rampart Low Volatility Equity A VLVAX -2.04 -3.16 -5.72 1.35 1.48 ---
Virtus Rampart Low Volatility Equity C VLVCX -2.19 -3.50 -5.95 0.47 0.68 ---
Virtus Rampart Low Volatility Equity I VLVIX -2.04 -3.16 -5.73 1.55 1.70 ---
Content Partners