Options-based: Total Returns

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Data through 7/20/2018. 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 0.82 1.42 2.96 4.85 4.43 4.97
Arin Large Cap Theta Advisor AVOAX 0.95 -2.29 1.67 -1.20 1.06 ---
Arin Large Cap Theta Institutional AVOLX 1.08 -2.05 1.89 -0.77 1.47 ---
AllianzGI Structured Return A AZIAX 0.82 0.69 2.38 2.83 3.16 4.22
AllianzGI Structured Return C AZICX 0.79 0.26 2.19 2.06 2.39 3.43
AllianzGI Structured Return Instl AZIIX 0.81 0.88 2.48 3.13 3.42 4.47
AllianzGI Structured Return P AZIPX 0.82 0.82 2.45 3.07 3.37 4.40
AllianzGI Structured Return R6 AZIRX 0.88 0.88 2.50 3.21 --- ---
AllianzGI US Equity-Hedged A AZUAX 0.99 0.27 3.73 6.19 4.44 5.64
AllianzGI US Equity-Hedged C AZUCX 0.98 -0.11 3.54 5.44 3.68 4.86
AllianzGI US Equity-Hedged Instl AZUIX 1.03 0.43 3.73 6.46 4.70 5.89
AllianzGI US Equity-Hedged P AZUPX 1.00 0.33 3.72 6.30 4.60 5.77
Beacon Accelerated Return Strategy Instl BARLX 1.30 5.21 5.41 --- --- ---
Beacon Accelerated Return Strategy A BARTX 1.30 --- --- --- --- ---
Soundwatch Core Hedged Equity Instl BHHEX -0.17 -0.45 2.02 7.41 --- ---
Beacon Planned Return Strategy Instl BPRLX 0.77 3.24 3.04 --- --- ---
Beacon Planned Return Strategy A BPRTX 0.77 --- --- --- --- ---
Bridgeway Managed Volatility BRBPX 0.76 3.77 2.31 7.88 4.60 4.62
Belmont Theta Income Institutional BTIFX 0.39 --- --- --- --- ---
CBOE Vest S&P 500® Buffer Strategy Instl BUIGX 0.85 3.42 3.23 7.66 --- ---
CBOE Vest S&P 500® Buffer Strategy Inv BUMGX 0.77 3.25 3.25 7.40 --- ---
Main BuyWrite I BUYWX 0.27 4.23 3.09 7.75 --- ---
Calamos Hedged Equity Income A CAHEX 0.61 5.89 1.78 8.87 5.75 ---
Iron Equity Premium Income Investor CALIX 0.20 1.66 3.22 8.46 --- ---
Iron Equity Premium Income Institutional CALLX 0.29 1.92 3.40 8.89 --- ---
Calamos Hedged Equity Income C CCHEX 0.52 5.50 1.68 8.17 4.98 ---
Calamos Hedged Equity Income I CIHEX 0.69 6.14 1.92 9.36 6.08 ---
Catalyst/Exceed Defined Risk A CLPAX 1.18 3.63 3.32 6.44 0.16 ---
Catalyst/Exceed Defined Risk C CLPCX 1.13 3.14 3.14 5.57 -0.69 ---
Catalyst/Exceed Defined Risk I CLPFX 1.17 3.71 3.40 6.67 0.33 ---
Camelot Premium Return C CPRCX 0.42 7.48 10.60 10.63 6.48 6.37
Camelot Premium Return A CPRFX 0.50 7.94 10.72 11.49 7.32 7.20
Camelot Premium Return I CPRIX 0.46 8.06 10.79 11.96 --- ---
MAI Managed Volatility Investor DIVPX 1.11 3.04 3.57 7.03 4.62 5.06
Parametric Volatil Risk Prm-Defensv Insl EIVPX 0.99 2.57 3.71 6.84 --- ---
CBOE Vest S&P 500® Enhanced Gr Strat A ENGAX 1.15 4.68 4.77 11.01 --- ---
CBOE Vest S&P 500® Enhanced Gr StratInst ENGIX 1.23 4.83 4.83 11.53 --- ---
CBOE Vest S&P 500® Enhanced Gr Strat Inv ENGLX 1.15 4.67 4.76 11.18 --- ---
Cullen Enhanced Equity Income C ENHCX 2.45 -2.03 3.28 0.95 --- ---
Cullen Enhanced Equity Income I ENHNX 2.48 -1.45 3.51 2.00 --- ---
Cullen Enhanced Equity Income Retail ENHRX 2.48 -1.63 3.40 1.63 --- ---
Eaton Vance Hedged Stock A EROAX 1.43 3.01 4.64 6.24 3.18 5.18
Eaton Vance Hedged Stock C EROCX 1.33 2.59 4.35 5.44 2.38 4.39
Eaton Vance Hedged Stock I EROIX 1.42 3.23 4.63 6.49 3.41 5.43
First Investors Hedged US Eq Opps A FHEJX 1.04 4.74 4.65 8.94 --- ---
First Investors Hedged US Eq Opps Adv FHEKX 1.03 4.90 4.72 9.29 --- ---
First Investors Hedged US Eq Opps Instl FHELX 1.11 4.98 4.80 9.46 --- ---
First Investors Covered Call Strat A FRCCX 0.48 -0.39 1.72 5.07 --- ---
First Investors Covered Call Strat Adv FRCDX 0.52 -0.27 1.77 5.42 --- ---
First Investors Covered Call Strat Instl FRCEX 0.61 -0.18 1.86 5.52 --- ---
Gateway A GATEX 1.16 1.69 3.41 5.37 5.07 5.20
Gateway Equity Call Premium A GCPAX 1.53 2.18 4.54 7.05 6.49 ---
Gateway Equity Call Premium C GCPCX 1.43 1.79 4.37 6.31 5.70 ---
Gateway Equity Call Premium N GCPNX 1.60 2.37 4.70 7.46 --- ---
Gateway Equity Call Premium Y GCPYX 1.51 2.26 4.61 7.32 6.74 ---
Glenmede Secured Options Institutional GLSOX 1.03 5.89 4.42 8.17 --- ---
Gateway C GTECX 1.08 1.22 3.19 4.55 4.25 4.40
Gateway N GTENX 1.17 1.84 3.48 5.65 --- ---
Gateway Y GTEYX 1.16 1.78 3.44 5.60 5.30 5.44
Glenmede Secured Options GTSOX 1.03 5.82 4.43 7.93 6.34 7.09
Catalyst Hedged Futures Strategy A HFXAX 0.75 0.75 2.02 -4.83 -5.73 ---
Catalyst Hedged Futures Strategy C HFXCX 0.65 0.39 1.83 -5.47 -6.42 ---
Catalyst Hedged Futures Strategy I HFXIX 0.74 0.99 2.12 -4.55 -5.51 ---
AlphaCentric Hedged Market Opportunity A HMXAX 0.73 -10.63 2.40 -8.98 --- ---
AlphaCentric Hedged Market Opportunity C HMXCX 0.73 -10.94 2.24 -9.62 --- ---
AlphaCentric Hedged Market Opportunity I HMXIX 0.78 -10.00 2.50 -8.25 --- ---
Rational Hedged Return A HRSAX 0.95 5.16 2.71 13.56 2.16 -1.99
Rational Hedged Return C HRSFX 0.95 4.74 2.51 13.20 --- ---
Rational Hedged Return Instl HRSTX 0.77 5.21 2.74 13.52 2.08 -1.91
IPS Strategic Capital Absolute Ret Instl IPSAX 0.95 1.44 3.22 9.62 --- ---
Rational Iron Horse A IRHAX -0.03 -2.92 -0.22 0.07 2.35 3.59
Rational Iron Horse C IRHCX -0.07 -3.17 -0.37 -0.45 --- ---
Rational Iron Horse I IRHIX 0.08 -2.76 -0.12 0.35 2.63 3.88
Ironclad Managed Risk IRONX 0.92 7.46 2.91 7.56 3.15 5.06
James Alpha Managed Risk Domestic Eq A JDAEX 0.37 3.77 2.38 6.42 --- ---
James Alpha Managed Risk Domestic Eq C JDCEX 0.38 3.31 2.12 5.61 --- ---
James Alpha Managed Risk Domestic Eq I JDIEX 0.46 3.84 2.37 6.72 --- ---
James Alpha Managed Risk Domestic Eq S JDSEX 0.46 4.32 2.55 --- --- ---
James Alpha Mgd Risk Emerg Mkts Eq A JEAMX 0.73 -1.03 -0.83 2.36 --- ---
James Alpha Mgd Risk Emerg Mkts Eq C JECMX 0.64 -1.46 -1.04 1.59 --- ---
James Alpha Mgd Risk Emerg Mkts Eq I JEIMX 0.83 -0.62 -0.62 2.98 --- ---
James Alpha Mgd Risk Emerg Mkts Eq S JESMX 0.83 -0.51 -0.61 --- --- ---
JPMorgan Hedged Equity I JHEQX 1.08 2.93 4.21 7.92 7.04 ---
JPMorgan Hedged Equity A JHQAX 1.08 2.81 4.16 7.67 6.78 ---
JPMorgan Hedged Equity C JHQCX 1.02 2.48 4.01 7.14 6.24 ---
JPMorgan Hedged Equity R5 JHQPX 1.13 3.07 4.31 8.21 7.27 ---
JPMorgan Hedged Equity R6 JHQRX 1.09 3.10 4.27 8.21 7.29 ---
JHancock Redwood A JTRAX 0.64 2.62 2.24 5.08 2.37 ---
JHancock Redwood C JTRCX 0.56 2.20 2.01 4.40 1.67 ---
JHancock Redwood I JTRIX 0.63 2.77 2.30 5.40 2.69 ---
JHancock Redwood R6 JTRRX 0.63 2.84 2.28 5.46 2.80 ---
CBOE Vest S&P 500 Dv Arst Trgt Inc A KNGAX 2.31 0.77 3.50 --- --- ---
CBOE Vest S&P 500 Dv Arst Trgt Inc C KNGCX 2.28 0.36 3.36 --- --- ---
CBOE Vest S&P 500 Dv Arst Trgt Inc Instl KNGIX 2.20 0.72 3.38 --- --- ---
CBOE Vest S&P 500 Dv Arst Trgt Inc Inv KNGLX 2.39 0.80 3.57 --- --- ---
RAISE Core Tactical I KRCTX 1.24 4.36 5.03 4.63 --- ---
Leigh Baldwin Total Return LEBOX -0.12 0.00 -0.26 0.58 -1.32 -0.58
LS Theta Institutional LQTIX -0.08 -2.32 1.56 -0.71 2.75 ---
LS Theta Investor LQTVX -0.10 -2.45 1.50 -0.96 2.49 ---
MAI Managed Volatility Institutional MAIPX 1.14 3.21 3.65 7.29 4.89 5.28
M.D. Sass Equity Income Plus Instl MDEIX 0.59 -1.26 2.38 0.88 1.43 4.08
M.D. Sass Equity Income Plus Inv MDEPX 0.49 -1.40 2.28 0.63 1.10 3.76
Madison Covered Call & Equity Income A MENAX 0.13 3.70 2.51 7.40 5.29 5.95
Madison Covered Call & Equity Income C MENCX 0.02 3.17 2.28 6.58 4.50 5.16
Madison Covered Call & Equity Income R6 MENRX 0.13 3.93 2.54 7.83 5.71 6.35
Madison Covered Call & Equity Income Y MENYX 0.13 3.85 2.56 7.77 5.56 6.23
Cboe Vest S&P 500® Enh & Buffer A MRAAX -0.18 5.55 2.13 --- --- ---
Cboe Vest S&P 500® Enh & Buffer C MRACX -0.27 5.08 1.95 --- --- ---
Cboe Vest S&P 500® Enh & Buffer Instl MRAIX -0.18 5.26 2.23 --- --- ---
Cboe Vest S&P 500® Enh & Buffer Inv MRALX -0.18 5.55 2.13 --- --- ---
Cboe Vest S&P 500® Enh & Buffer Y MRAYX -0.18 5.93 2.31 --- --- ---
Neuberger Berman Hedged Option Prm A NHOAX 0.95 -1.97 2.58 -1.53 --- ---
Neuberger Berman Hedged Option Prm C NHOCX 0.89 -2.36 2.37 -2.25 --- ---
Neuberger Berman Hedged Option Prm Instl NHOIX 0.95 -1.79 2.63 -1.21 --- ---
Neuberger Berman Hedged Option Prm R6 NHORX 0.97 -1.76 2.65 -1.14 --- ---
Glenmede Global Secured Options NOVIX 1.09 3.17 3.45 8.26 2.93 3.39
Neuberger Berman US Eq Idx PtWrtStrt A NUPAX 0.92 0.95 3.88 4.25 --- ---
Neuberger Berman US Eq Idx PtWrtStrt C NUPCX 0.84 0.56 3.63 3.51 --- ---
Neuberger Berman US Eq Idx PtWrtStrtInst NUPIX 0.89 1.11 3.84 4.59 --- ---
Neuberger Berman US Eq Idx PtWrtStrt R6 NUPRX 0.91 1.15 3.96 4.66 --- ---
Princeton Premium A PPFAX 1.28 -3.38 3.52 -0.21 --- ---
Princeton Premium I PPFIX 1.47 -3.18 3.61 0.08 --- ---
Russell Inv Strategic Call Overwrtg S ROWSX 1.03 0.72 4.58 7.26 8.21 6.69
Crossmark Steward Cov Call Inc A SCJAX 1.37 3.66 3.72 --- --- ---
Crossmark Steward Cov Call Inc C SCJCX 1.47 3.49 3.60 --- --- ---
Crossmark Steward Cov Call Inc Instl SCJIX 1.38 3.81 3.74 --- --- ---
Crossmark Steward Cov Call Inc K SCJKX 1.47 3.46 3.61 --- --- ---
Swan Defined Risk US Small Cap A SDCAX 0.40 4.29 5.07 8.58 --- ---
Swan Defined Risk US Small Cap C SDCCX 0.24 3.85 4.81 7.72 --- ---
Swan Defined Risk US Small Cap I SDCIX 0.39 4.44 5.13 8.82 --- ---
Swan Defined Risk Emerging Markets A SDFAX -0.29 -6.02 -3.43 0.43 2.55 ---
Swan Defined Risk Emerging Markets C SDFCX -0.40 -6.42 -3.60 -0.36 1.75 ---
Swan Defined Risk Emerging Markets I SDFIX -0.29 -5.90 -3.31 0.72 2.80 ---
Swan Defined Risk Foreign Developed A SDJAX 0.48 -4.01 -1.13 0.31 --- ---
Swan Defined Risk Foreign Developed C SDJCX 0.39 -4.41 -1.33 -0.35 --- ---
Swan Defined Risk Foreign Developed I SDJIX 0.57 -3.83 -1.03 0.61 --- ---
Swan Defined Risk A SDRAX 1.18 -0.85 2.88 4.69 3.13 4.50
Swan Defined Risk C SDRCX 1.12 -1.25 2.68 3.95 2.37 3.73
Swan Defined Risk I SDRIX 1.17 -0.69 2.86 4.99 3.39 4.75
Catalyst/Exceed Defined Shield A SHIEX 0.86 3.44 3.96 9.75 6.42 ---
Catalyst/Exceed Defined Shield I SHIIX 0.96 3.63 4.04 10.06 6.69 ---
Catalyst/Exceed Defined Shield C SHINX 0.87 3.07 3.79 --- --- ---
USCA Premium Buy-Write Institutional SHLDX 0.69 1.76 2.88 4.36 --- ---
Stadion Alternative Income C TACCX 1.16 -2.11 1.06 -0.34 --- ---
Stadion Alternative Income A TACFX 1.21 -1.69 1.21 0.44 2.29 1.81
Stadion Alternative Income T TACRX 1.22 -1.66 1.22 --- --- ---
Stadion Alternative Income I TACSX 1.24 -1.57 1.24 0.64 2.50 2.06
Covered Bridge A TCBAX 1.60 2.81 3.52 8.25 6.99 ---
Covered Bridge I TCBIX 1.67 2.96 3.60 8.61 7.29 ---
Touchstone Dynamic Equity A TDEAX 1.43 1.50 1.88 7.16 5.44 6.33
Touchstone Dynamic Equity C TDECX 1.35 1.01 1.69 6.31 4.63 5.51
Touchstone Dynamic Equity Instl TDELX 1.46 1.65 1.96 7.51 5.76 6.65
Touchstone Dynamic Equity Y TDEYX 1.47 1.65 1.97 7.49 5.79 6.65
TCW/Gargoyle Dynamic 500 Collar N TFCNX 0.58 0.97 1.76 3.82 --- ---
TCW/Gargoyle Dynamic 500 Collar I TFCSX 0.58 1.07 1.76 4.02 --- ---
TCW | Gargoyle Dynamic 500 I TFDIX 0.75 2.12 3.35 7.22 --- ---
TCW | Gargoyle Dynamic 500 N TFDNX 0.76 1.96 3.27 6.85 --- ---
TCW | Gargoyle Hedged Value I TFHIX -0.91 -4.12 0.10 2.52 1.08 4.20
TCW | Gargoyle Hedged Value N TFHVX -0.91 -4.30 0.00 2.30 0.81 3.95
TCW/Gargoyle Dynamic 500 Market-Netrl N TFMNX 0.71 0.40 2.05 0.87 --- ---
TCW/Gargoyle Dynamic 500 Market-Netrl I TFMSX 0.81 0.60 2.15 1.18 --- ---
CBOE Vest Defined Distribution Strat A VDDAX 0.70 -5.67 1.40 -6.23 --- ---
CBOE Vest Defined Distribution Strat C VDDCX 0.36 -5.09 1.06 -5.95 --- ---
CBOE Vest Defined Distribution Strat Int VDDIX 0.46 -4.51 1.27 -4.98 --- ---
CBOE Vest Defined Distribution Strat Inv VDDLX 0.47 -4.63 1.27 -5.19 --- ---
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