Options-based: Total Returns

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Data through 12/8/2017. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Options-based 1.07 8.39 2.51 8.19 4.44 5.55
Arin Large Cap Theta Advisor AVOAX 0.48 4.29 0.67 4.19 2.97 ---
Arin Large Cap Theta Institutional AVOLX 0.48 4.69 0.77 4.48 3.33 ---
AllianzGI Structured Return A AZIAX 0.43 4.99 1.36 5.19 4.42 4.57
AllianzGI Structured Return C AZICX 0.38 4.28 1.21 4.39 3.65 3.78
AllianzGI Structured Return Instl AZIIX 0.42 5.27 1.47 5.45 4.68 4.83
AllianzGI Structured Return P AZIPX 0.43 5.26 1.48 5.44 4.65 4.76
AllianzGI Structured Return R6 AZIRX 0.43 5.37 1.48 5.54 --- ---
AllianzGI US Equity-Hedged A AZUAX 1.76 12.42 5.36 12.78 4.37 7.34
AllianzGI US Equity-Hedged C AZUCX 1.73 11.68 5.17 11.93 3.61 6.57
AllianzGI US Equity-Hedged Instl AZUIX 1.81 12.72 5.44 13.04 4.65 7.62
AllianzGI US Equity-Hedged P AZUPX 1.78 12.55 5.42 12.95 4.53 7.50
Soundwatch Core Hedged Equity Instl BHHEX 1.61 17.00 6.25 17.22 --- ---
Bridgeway Managed Volatility BRBPX 1.45 7.90 3.69 7.67 3.54 4.79
CBOE Vest S&P 500® Bffr Prt Strt Instl BUIGX 1.16 11.46 3.64 11.57 --- ---
CBOE Vest S&P 500® Bffr Prt Strt Inv BUMGX 1.07 11.18 3.47 11.18 --- ---
Main BuyWrite I BUYWX 1.03 7.75 2.36 7.81 --- ---
Calamos Hedged Equity Income A CAHEX 0.83 7.64 2.83 7.50 --- ---
Calamos Hedged Equity Income T CAHTX --- --- --- --- --- ---
Iron Equity Premium Income Investor CALIX 1.66 15.53 5.76 14.96 --- ---
Iron Equity Premium Income Institutional CALLX 1.66 15.92 5.92 15.33 --- ---
Calamos Hedged Equity Income C CCHEX 0.74 6.96 2.74 6.84 --- ---
Crow Point Defined Risk Global Eq Inc A CGHAX 0.23 10.15 3.15 9.88 2.25 2.42
Crow Point Defined Risk Global Eq Inc I CGHIX 0.23 10.42 3.25 10.15 2.51 ---
Calamos Hedged Equity Income I CIHEX 0.92 8.02 2.99 7.96 --- ---
Catalyst/Exceed Defined Risk A CLPAX 0.61 8.07 2.27 7.37 -0.39 ---
Catalyst/Exceed Defined Risk C CLPCX 0.53 7.30 2.14 6.58 -1.23 ---
Catalyst/Exceed Defined Risk I CLPFX 0.60 8.36 2.36 7.66 -0.21 ---
Camelot Premium Return C CPRCX 3.70 4.60 3.21 3.67 3.65 6.67
Camelot Premium Return A CPRFX 3.78 5.29 3.38 4.44 4.44 7.49
Camelot Premium Return I CPRIX 3.77 5.59 3.44 --- --- ---
Day Hagan Hedged Strategy A DHJAX 0.57 --- 2.24 --- --- ---
Day Hagan Hedged Strategy C DHJCX 0.57 --- 2.25 --- --- ---
Day Hagan Hedged Strategy I DHJIX 0.66 --- 2.34 --- --- ---
MAI Managed Volatility Investor DIVPX 1.13 7.96 3.55 8.65 4.23 5.51
Parametric Volatil Risk Prm-Defensv Insl EIVPX 1.20 --- 3.50 --- --- ---
CBOE Vest S&P 500® Enhanced Gr Strat A ENGAX 1.74 --- 5.51 --- --- ---
CBOE Vest S&P 500® Enhanced Gr StratInst ENGIX 1.73 18.47 5.67 --- --- ---
CBOE Vest S&P 500® Enhanced Gr Strat Inv ENGLX 1.65 --- 5.59 --- --- ---
Cullen Enhanced Equity Income C ENHCX 0.93 9.47 3.28 10.78 --- ---
Cullen Enhanced Equity Income I ENHNX 1.02 10.48 3.51 11.92 --- ---
Cullen Enhanced Equity Income Retail ENHRX 1.02 10.23 3.48 11.69 --- ---
Eaton Vance Hedged Stock A EROAX 1.24 8.86 2.99 8.80 3.90 6.33
Eaton Vance Hedged Stock C EROCX 1.15 8.09 2.80 7.96 3.09 5.54
Eaton Vance Hedged Stock I EROIX 1.24 8.96 2.97 8.94 4.13 6.58
Essential 40 Stock I ESSIX 3.43 10.45 6.55 10.07 2.55 ---
First Investors Hedged US Eq Opps A FHEJX 2.01 12.16 4.69 10.82 --- ---
First Investors Hedged US Eq Opps Adv FHEKX 2.09 12.55 4.86 11.24 --- ---
First Investors Hedged US Eq Opps Instl FHELX 2.09 12.75 4.95 11.43 --- ---
First Investors Covered Call Strat A FRCCX 2.23 9.58 4.95 10.30 --- ---
First Investors Covered Call Strat Adv FRCDX 2.23 9.97 5.02 10.65 --- ---
First Investors Covered Call Strat Instl FRCEX 2.23 10.09 4.97 10.81 --- ---
Gateway A GATEX 0.75 9.34 2.71 9.58 5.62 5.68
Gateway Equity Call Premium A GCPAX 1.01 11.28 3.74 11.34 7.44 ---
Gateway Equity Call Premium C GCPCX 0.93 10.49 3.56 10.55 6.65 ---
Gateway Equity Call Premium N GCPNX 1.01 --- 3.81 --- --- ---
Gateway Equity Call Premium Y GCPYX 1.09 11.66 3.80 11.67 7.70 ---
Glenmede Secured Options Institutional GLSOX 0.31 6.10 1.10 6.04 --- ---
Gateway C GTECX 0.67 8.56 2.53 8.73 4.82 4.88
Gateway N GTENX 0.78 --- 2.79 --- --- ---
Gateway Y GTEYX 0.75 9.57 2.77 9.84 5.87 5.93
Glenmede Secured Options GTSOX 0.31 5.85 1.03 5.77 6.34 7.62
Catalyst Hedged Futures Strategy A HFXAX -1.84 -22.83 -6.97 -21.18 -4.04 ---
Catalyst Hedged Futures Strategy C HFXCX -1.90 -23.47 -7.20 -21.85 -4.79 ---
Catalyst Hedged Futures Strategy I HFXIX -1.82 -22.73 -7.01 -21.01 -3.84 ---
AlphaCentric Hedged Market Opportunity A HMXAX 0.37 4.76 1.06 5.10 --- ---
AlphaCentric Hedged Market Opportunity C HMXCX 0.32 4.17 0.90 4.44 --- ---
AlphaCentric Hedged Market Opportunity I HMXIX 0.42 5.03 1.16 5.43 --- ---
Rational Iron Horse A IRHAX 1.42 8.03 2.62 8.24 3.62 6.34
Rational Iron Horse C IRHCX 1.43 --- 2.53 --- --- ---
Rational Iron Horse I IRHIX 1.42 8.25 2.64 8.46 3.91 6.63
Ironclad Managed Risk IRONX 0.39 3.63 0.21 3.53 2.48 4.42
James Alpha Managed Risk Domestic Eq A JDAEX 0.38 5.72 2.23 5.94 --- ---
James Alpha Managed Risk Domestic Eq C JDCEX 0.29 4.85 1.96 5.06 --- ---
James Alpha Managed Risk Domestic Eq I JDIEX 0.38 6.09 2.31 6.32 --- ---
James Alpha Managed Risk Domestic Eq S JDSEX 0.47 --- 2.51 --- --- ---
James Alpha Mgd Risk Emerg Mkts Eq A JEAMX -0.58 8.96 0.39 6.79 --- ---
James Alpha Mgd Risk Emerg Mkts Eq C JECMX -0.59 8.15 0.20 5.88 --- ---
James Alpha Mgd Risk Emerg Mkts Eq I JEIMX -0.48 9.46 0.59 7.27 --- ---
James Alpha Mgd Risk Emerg Mkts Eq S JESMX -0.48 --- 0.68 --- --- ---
JPMorgan Hedged Equity I JHEQX 0.94 12.24 4.04 13.17 6.96 ---
JPMorgan Hedged Equity A JHQAX 0.94 12.00 3.98 12.86 6.68 ---
JPMorgan Hedged Equity C JHQCX 0.90 11.45 3.84 12.30 6.14 ---
JPMorgan Hedged Equity R5 JHQPX 0.94 12.42 4.07 13.33 7.15 ---
JPMorgan Hedged Equity R6 JHQRX 0.99 12.46 4.09 13.38 7.21 ---
JHancock Redwood A JTRAX 1.14 4.62 1.43 4.51 1.86 ---
JHancock Redwood C JTRCX 1.07 3.89 1.26 3.79 1.14 ---
JHancock Redwood I JTRIX 1.03 4.86 1.51 4.86 2.16 ---
JHancock Redwood R6 JTRRX 1.02 4.93 1.50 4.93 2.31 ---
CBOE Vest S&P 500 Dv Arst Trgt Inc A KNGAX 4.17 --- --- --- --- ---
CBOE Vest S&P 500 Dv Arst Trgt Inc C KNGCX 4.08 --- --- --- --- ---
CBOE Vest S&P 500 Dv Arst Trgt Inc Instl KNGIX 4.27 --- --- --- --- ---
CBOE Vest S&P 500 Dv Arst Trgt Inc Inv KNGLX 4.17 --- --- --- --- ---
RAISE Core Tactical I KRCTX 0.91 -1.15 0.78 0.00 --- ---
Leigh Baldwin Total Return LEBOX 0.58 -0.71 0.87 -0.71 -1.08 -0.84
LJM Preservation and Growth A LJMAX -0.22 8.76 1.31 9.72 10.38 ---
LJM Preservation and Growth C LJMCX -0.32 8.02 1.04 8.86 --- ---
LJM Preservation and Growth I LJMIX -0.22 8.94 1.29 9.89 10.62 ---
LS Theta Institutional LQTIX 0.39 5.61 1.60 5.57 4.16 ---
LS Theta Investor LQTVX 0.36 5.37 1.54 5.29 3.91 ---
MAI Managed Volatility Institutional MAIPX 1.14 8.21 3.63 8.87 4.50 5.74
M.D. Sass Equity Income Plus Instl MDEIX 0.73 6.03 0.79 7.14 2.55 ---
M.D. Sass Equity Income Plus Inv MDEPX 0.64 5.74 0.68 6.75 2.18 ---
Madison Covered Call & Equity Income A MENAX 1.00 5.57 3.16 4.83 4.26 6.53
Madison Covered Call & Equity Income C MENCX 0.94 4.84 2.95 4.06 3.49 5.72
Madison Covered Call & Equity Income R6 MENRX 1.09 5.99 3.18 5.22 4.69 6.93
Madison Covered Call & Equity Income Y MENYX 1.09 5.92 3.21 5.15 4.53 6.79
Neuberger Berman Hedged Option Prm A NHOAX -0.20 --- -0.94 --- --- ---
Neuberger Berman Hedged Option Prm C NHOCX -0.24 --- -1.10 --- --- ---
Neuberger Berman Hedged Option Prm Instl NHOIX -0.16 --- -0.85 --- --- ---
Neuberger Berman Hedged Option Prm R6 NHORX -0.16 --- -0.83 --- --- ---
Glenmede Global Secured Options NOVIX 1.13 12.41 3.76 13.32 2.61 3.81
Neuberger Berman US Eq Idx PtWrtStrt A NUPAX 0.88 10.59 2.55 10.61 --- ---
Neuberger Berman US Eq Idx PtWrtStrt C NUPCX 0.80 9.77 2.25 9.75 --- ---
Neuberger Berman US Eq Idx PtWrtStrtInst NUPIX 0.97 10.95 2.54 11.04 --- ---
Neuberger Berman US Eq Idx PtWrtStrt R6 NUPRX 0.97 11.09 2.55 11.18 --- ---
Princeton Premium A PPFAX 0.00 9.14 1.49 9.03 --- ---
Princeton Premium I PPFIX -2.48 6.63 -1.03 6.95 --- ---
Russell Inv Strategic Call Overwrtg S ROWSX 1.91 15.10 5.75 14.67 9.32 8.08
Swan Defined Risk US Small Cap A SDCAX 1.60 7.21 5.06 6.40 --- ---
Swan Defined Risk US Small Cap C SDCCX 1.54 6.45 4.85 5.63 --- ---
Swan Defined Risk US Small Cap I SDCIX 1.60 7.47 5.13 6.65 --- ---
Swan Defined Risk Emerging Markets A SDFAX -0.83 19.47 1.89 17.86 --- ---
Swan Defined Risk Emerging Markets C SDFCX -0.93 18.68 1.63 16.94 --- ---
Swan Defined Risk Emerging Markets I SDFIX -0.82 19.87 1.97 18.13 --- ---
Swan Defined Risk Foreign Developed A SDJAX 0.00 13.72 1.91 13.72 --- ---
Swan Defined Risk Foreign Developed C SDJCX -0.09 12.83 1.74 12.75 --- ---
Swan Defined Risk Foreign Developed I SDJIX 0.00 13.91 2.00 13.97 --- ---
Swan Defined Risk A SDRAX 1.25 9.10 4.10 9.15 3.78 6.17
Swan Defined Risk C SDRCX 1.19 8.35 3.92 8.41 3.02 5.40
Swan Defined Risk I SDRIX 1.24 9.41 4.16 9.40 4.02 6.43
Catalyst/Exceed Defined Shield A SHIEX 1.58 13.42 5.66 13.29 --- ---
Catalyst/Exceed Defined Shield I SHIIX 1.66 13.66 5.72 13.56 --- ---
Catalyst/Exceed Defined Shield C SHINX 1.58 --- 5.39 --- --- ---
USCA Shield Institutional SHLDX 1.75 5.88 2.01 5.45 --- ---
Stadion Alternative Income C TACCX 1.15 -2.06 0.80 -1.00 --- ---
Stadion Alternative Income A TACFX 1.14 -1.49 0.85 -0.29 2.76 ---
Stadion Alternative Income T TACRX 1.24 --- 0.94 --- --- ---
Stadion Alternative Income I TACSX 1.25 -1.29 0.97 -0.03 3.01 ---
Covered Bridge A TCBAX 2.20 8.48 3.85 8.64 6.27 ---
Covered Bridge I TCBIX 2.20 8.69 3.91 8.93 6.54 ---
Touchstone Dynamic Equity A TDEAX 1.00 6.46 4.39 6.31 6.26 7.94
Touchstone Dynamic Equity C TDECX 0.88 5.63 4.15 5.48 5.45 7.11
Touchstone Dynamic Equity Instl TDELX 1.04 6.77 4.48 6.64 6.59 8.27
Touchstone Dynamic Equity Y TDEYX 0.98 6.80 4.50 6.69 6.61 8.27
TCW/Gargoyle Dynamic 500 Collar N TFCNX 0.68 --- 1.78 --- --- ---
TCW/Gargoyle Dynamic 500 Collar I TFCSX 0.78 --- 1.87 --- --- ---
TCW | Gargoyle Dynamic 500 I TFDIX 1.20 12.48 3.78 12.83 --- ---
TCW | Gargoyle Dynamic 500 N TFDNX 1.12 12.30 3.70 12.60 --- ---
TCW | Gargoyle Hedged Value I TFHIX 4.40 11.53 5.96 9.13 1.97 7.84
TCW | Gargoyle Hedged Value N TFHVX 4.38 11.23 5.93 8.78 1.73 7.59
TCW/Gargoyle Dynamic 500 Market-Netrl N TFMNX -0.29 --- -0.68 --- --- ---
TCW/Gargoyle Dynamic 500 Market-Netrl I TFMSX -0.19 --- -0.58 --- --- ---
CBOE Vest Defined Distribution Strat A VDDAX -1.54 --- -1.81 --- --- ---
CBOE Vest Defined Distribution Strat C VDDCX -1.55 -1.74 -1.92 -0.95 --- ---
CBOE Vest Defined Distribution Strat Int VDDIX -1.43 -0.73 -1.70 0.06 --- ---
CBOE Vest Defined Distribution Strat Inv VDDLX -1.43 -1.03 -1.71 -0.24 --- ---
Virtus Rampart Low Volatility Equity A VLVAX 1.52 7.91 3.09 7.55 3.41 ---
Virtus Rampart Low Volatility Equity C VLVCX 1.39 7.09 2.91 6.72 2.60 ---
Virtus Rampart Low Volatility Equity I VLVIX 1.44 8.11 3.09 7.76 3.64 ---
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