Options-based: Total Returns

Print
Data through 2/16/2018. 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 -3.03 -2.03 -0.48 4.19 2.67 3.50
Arin Large Cap Theta Advisor AVOAX 0.48 1.17 1.42 4.52 2.72 ---
Arin Large Cap Theta Institutional AVOLX 0.48 1.16 1.51 4.92 3.11 ---
AllianzGI Structured Return A AZIAX -2.65 -2.65 -2.11 1.75 2.92 3.91
AllianzGI Structured Return C AZICX -2.74 -2.80 -2.30 0.96 2.14 3.12
AllianzGI Structured Return Instl AZIIX -2.57 -2.57 -1.97 2.11 3.19 4.17
AllianzGI Structured Return P AZIPX -2.66 -2.66 -2.07 1.98 3.11 4.09
AllianzGI Structured Return R6 AZIRX -2.64 -2.64 -2.04 2.07 --- ---
AllianzGI US Equity-Hedged A AZUAX -3.32 -1.31 1.18 8.34 4.09 6.59
AllianzGI US Equity-Hedged C AZUCX -3.40 -1.42 0.95 7.50 3.31 5.81
AllianzGI US Equity-Hedged Instl AZUIX -3.38 -1.29 1.19 8.56 4.34 6.86
AllianzGI US Equity-Hedged P AZUPX -3.36 -1.33 1.17 8.47 4.24 6.74
Soundwatch Core Hedged Equity Instl BHHEX -3.71 -2.03 0.26 11.86 --- ---
Bridgeway Managed Volatility BRBPX -1.15 0.84 2.23 6.78 3.09 4.90
CBOE Vest S&P 500® Bffr Prt Strt Instl BUIGX -0.61 0.26 1.87 7.92 --- ---
CBOE Vest S&P 500® Bffr Prt Strt Inv BUMGX -0.61 0.18 1.78 7.64 --- ---
Main BuyWrite I BUYWX 0.54 1.75 3.43 8.36 --- ---
Calamos Hedged Equity Income A CAHEX 1.77 4.64 6.27 10.22 6.01 ---
Calamos Hedged Equity Income T CAHTX --- --- --- --- --- ---
Iron Equity Premium Income Investor CALIX -2.76 0.09 2.54 12.15 --- ---
Iron Equity Premium Income Institutional CALLX -2.76 0.09 2.53 12.41 --- ---
Calamos Hedged Equity Income C CCHEX 1.78 4.58 6.04 9.48 5.24 ---
Crow Point Defined Risk Global Eq Inc A CGHAX -2.76 -0.45 1.25 8.14 2.15 2.04
Crow Point Defined Risk Global Eq Inc I CGHIX -2.63 -0.34 1.45 8.64 2.47 ---
Calamos Hedged Equity Income I CIHEX 1.77 4.64 6.24 10.59 6.31 ---
Catalyst/Exceed Defined Risk A CLPAX -1.10 -0.10 0.83 6.12 -1.09 ---
Catalyst/Exceed Defined Risk C CLPCX -1.14 -0.21 0.74 5.30 -1.94 ---
Catalyst/Exceed Defined Risk I CLPFX -1.09 -0.10 0.89 6.37 -0.91 ---
Camelot Premium Return C CPRCX -2.81 -0.92 3.72 0.70 2.33 5.54
Camelot Premium Return A CPRFX -2.69 -0.71 3.99 1.47 3.13 6.35
Camelot Premium Return I CPRIX -2.69 -0.71 4.07 1.85 --- ---
Day Hagan Hedged Strategy A DHJAX -13.17 -13.25 -12.98 -7.09 --- ---
Day Hagan Hedged Strategy C DHJCX -13.28 -13.36 -13.08 -7.29 --- ---
Day Hagan Hedged Strategy I DHJIX -13.17 -13.25 -12.89 -7.09 --- ---
MAI Managed Volatility Investor DIVPX -1.03 0.09 1.80 6.52 4.04 5.02
Parametric Volatil Risk Prm-Defensv Insl EIVPX -1.45 -0.55 0.91 8.12 --- ---
CBOE Vest S&P 500® Enhanced Gr Strat A ENGAX -1.18 0.09 2.44 11.47 --- ---
CBOE Vest S&P 500® Enhanced Gr StratInst ENGIX -1.17 0.08 2.52 11.93 --- ---
CBOE Vest S&P 500® Enhanced Gr Strat Inv ENGLX -1.09 0.08 2.52 11.75 --- ---
Cullen Enhanced Equity Income C ENHCX -3.07 -2.16 0.00 4.12 --- ---
Cullen Enhanced Equity Income I ENHNX -2.97 -2.06 0.23 5.14 --- ---
Cullen Enhanced Equity Income Retail ENHRX -2.99 -2.07 0.17 4.92 --- ---
Eaton Vance Hedged Stock A EROAX -2.21 -1.11 1.06 6.61 3.00 5.32
Eaton Vance Hedged Stock C EROCX -2.23 -1.24 0.80 5.79 2.22 4.54
Eaton Vance Hedged Stock I EROIX -2.20 -1.00 1.09 6.87 3.28 5.57
First Investors Hedged US Eq Opps A FHEJX -0.53 1.43 3.56 9.68 --- ---
First Investors Hedged US Eq Opps Adv FHEKX -0.52 1.43 3.64 9.95 --- ---
First Investors Hedged US Eq Opps Instl FHELX -0.52 1.42 3.64 10.14 --- ---
First Investors Covered Call Strat A FRCCX -3.20 -0.95 2.79 6.06 --- ---
First Investors Covered Call Strat Adv FRCDX -3.21 -0.95 2.94 6.40 --- ---
First Investors Covered Call Strat Instl FRCEX -3.20 -0.95 2.89 6.47 --- ---
Gateway A GATEX -1.46 -0.87 0.12 6.54 5.03 5.05
Gateway Equity Call Premium A GCPAX -2.55 -1.74 -0.29 7.10 6.59 ---
Gateway Equity Call Premium C GCPCX -2.55 -1.74 -0.42 6.47 5.82 ---
Gateway Equity Call Premium N GCPNX -2.54 -1.74 -0.24 --- --- ---
Gateway Equity Call Premium Y GCPYX -2.30 -1.57 -0.09 7.59 6.91 ---
Glenmede Secured Options Institutional GLSOX 0.25 0.50 0.90 5.43 --- ---
Gateway C GTECX -1.52 -0.99 -0.09 5.71 4.22 4.25
Gateway N GTENX -1.43 -0.84 0.19 --- --- ---
Gateway Y GTEYX -1.46 -0.87 0.18 6.80 5.27 5.29
Glenmede Secured Options GTSOX 0.17 0.50 0.82 5.18 6.16 6.99
Catalyst Hedged Futures Strategy A HFXAX -1.88 -2.24 -4.39 -13.18 -5.70 ---
Catalyst Hedged Futures Strategy C HFXCX -1.95 -2.33 -4.67 -13.90 -6.42 ---
Catalyst Hedged Futures Strategy I HFXIX -1.86 -2.10 -4.34 -12.95 -5.46 ---
AlphaCentric Hedged Market Opportunity A HMXAX -10.95 -10.95 -10.45 -7.24 --- ---
AlphaCentric Hedged Market Opportunity C HMXCX -10.99 -10.99 -10.63 -7.91 --- ---
AlphaCentric Hedged Market Opportunity I HMXIX -10.91 -10.91 -10.41 -7.01 --- ---
Rational Iron Horse A IRHAX -0.38 0.00 2.07 5.67 3.37 5.65
Rational Iron Horse C IRHCX -0.47 -0.09 1.89 --- --- ---
Rational Iron Horse I IRHIX -0.38 0.00 2.07 5.89 3.67 5.95
Ironclad Managed Risk IRONX 0.78 2.06 2.06 4.11 2.52 4.60
James Alpha Managed Risk Domestic Eq A JDAEX -0.10 0.77 1.86 4.66 --- ---
James Alpha Managed Risk Domestic Eq C JDCEX -0.10 0.68 1.73 3.94 --- ---
James Alpha Managed Risk Domestic Eq I JDIEX -0.10 0.77 1.90 5.08 --- ---
James Alpha Managed Risk Domestic Eq S JDSEX 0.00 0.96 2.09 --- --- ---
James Alpha Mgd Risk Emerg Mkts Eq A JEAMX -0.20 1.24 2.77 8.70 --- ---
James Alpha Mgd Risk Emerg Mkts Eq C JECMX -0.31 1.14 2.53 7.84 --- ---
James Alpha Mgd Risk Emerg Mkts Eq I JEIMX -0.10 1.44 2.88 9.21 --- ---
James Alpha Mgd Risk Emerg Mkts Eq S JESMX -0.10 1.44 2.98 --- --- ---
JPMorgan Hedged Equity I JHEQX -0.66 0.47 1.87 9.86 6.42 ---
JPMorgan Hedged Equity A JHQAX -0.72 0.41 1.82 9.55 6.15 ---
JPMorgan Hedged Equity C JHQCX -0.77 0.31 1.62 9.02 5.61 ---
JPMorgan Hedged Equity R5 JHQPX -0.71 0.46 1.92 10.02 6.62 ---
JPMorgan Hedged Equity R6 JHQRX -0.66 0.52 1.93 10.08 6.67 ---
JHancock Redwood A JTRAX -0.74 0.09 1.61 4.39 1.61 ---
JHancock Redwood C JTRCX -0.76 0.00 1.46 3.67 0.90 ---
JHancock Redwood I JTRIX -0.73 0.09 1.59 4.63 1.92 ---
JHancock Redwood R6 JTRRX -0.64 0.18 1.68 4.80 2.06 ---
CBOE Vest S&P 500 Dv Arst Trgt Inc A KNGAX -1.64 0.27 5.65 --- --- ---
CBOE Vest S&P 500 Dv Arst Trgt Inc C KNGCX -1.73 0.09 5.47 --- --- ---
CBOE Vest S&P 500 Dv Arst Trgt Inc Instl KNGIX -1.64 0.18 5.69 --- --- ---
CBOE Vest S&P 500 Dv Arst Trgt Inc Inv KNGLX -1.73 0.18 5.57 --- --- ---
RAISE Core Tactical I KRCTX -3.21 0.51 1.95 -0.63 --- ---
Leigh Baldwin Total Return LEBOX -0.43 0.00 0.01 -0.85 -1.44 -0.94
LJM Preservation and Growth A LJMAX -81.18 -81.60 -81.54 -80.07 -37.25 -25.07
LJM Preservation and Growth C LJMCX -81.15 -81.58 -81.54 -80.19 --- ---
LJM Preservation and Growth I LJMIX -81.16 -81.60 -81.54 -80.01 -37.09 -24.87
LS Theta Institutional LQTIX -1.88 -1.14 -0.56 3.64 4.49 ---
LS Theta Investor LQTVX -1.91 -1.19 -0.62 3.35 4.22 ---
MAI Managed Volatility Institutional MAIPX -1.05 0.09 1.82 6.74 4.30 5.23
M.D. Sass Equity Income Plus Instl MDEIX -1.33 -0.27 1.93 3.56 2.29 ---
M.D. Sass Equity Income Plus Inv MDEPX -1.34 -0.27 1.93 3.27 1.95 ---
Madison Covered Call & Equity Income A MENAX -2.63 -0.11 2.65 4.60 3.98 5.98
Madison Covered Call & Equity Income C MENCX -2.76 -0.35 2.35 3.77 3.15 5.17
Madison Covered Call & Equity Income R6 MENRX -2.66 -0.11 2.64 4.87 4.36 6.38
Madison Covered Call & Equity Income Y MENYX -2.68 -0.11 2.66 4.80 4.24 6.24
Neuberger Berman Hedged Option Prm A NHOAX -3.31 -4.84 -4.93 --- --- ---
Neuberger Berman Hedged Option Prm C NHOCX -3.36 -4.94 -5.13 --- --- ---
Neuberger Berman Hedged Option Prm Instl NHOIX -3.27 -4.80 -4.84 --- --- ---
Neuberger Berman Hedged Option Prm R6 NHORX -3.27 -4.80 -4.83 --- --- ---
Glenmede Global Secured Options NOVIX -1.02 -0.47 1.21 8.19 2.52 3.35
Neuberger Berman US Eq Idx PtWrtStrt A NUPAX -3.01 -2.30 -1.09 5.58 --- ---
Neuberger Berman US Eq Idx PtWrtStrt C NUPCX -3.04 -2.32 -1.23 4.82 --- ---
Neuberger Berman US Eq Idx PtWrtStrtInst NUPIX -3.01 -2.20 -1.01 5.91 --- ---
Neuberger Berman US Eq Idx PtWrtStrt R6 NUPRX -3.00 -2.20 -0.99 5.96 --- ---
Princeton Premium A PPFAX -7.87 -9.86 -9.71 -2.29 --- ---
Princeton Premium I PPFIX -7.85 -9.83 -9.60 -1.99 --- ---
Russell Inv Strategic Call Overwrtg S ROWSX -2.64 -2.30 0.12 9.46 8.82 6.82
Swan Defined Risk US Small Cap A SDCAX -2.61 -1.65 0.17 4.37 --- ---
Swan Defined Risk US Small Cap C SDCCX -2.65 -1.67 0.00 3.61 --- ---
Swan Defined Risk US Small Cap I SDCIX -2.52 -1.56 0.25 4.72 --- ---
Swan Defined Risk Emerging Markets A SDFAX -2.54 -0.56 0.70 14.87 3.46 ---
Swan Defined Risk Emerging Markets C SDFCX -2.59 -0.57 0.52 14.09 2.70 ---
Swan Defined Risk Emerging Markets I SDFIX -2.44 -0.46 0.88 15.25 3.74 ---
Swan Defined Risk Foreign Developed A SDJAX -3.95 -2.37 -1.18 9.64 --- ---
Swan Defined Risk Foreign Developed C SDJCX -4.07 -2.48 -1.38 8.77 --- ---
Swan Defined Risk Foreign Developed I SDJIX -4.03 -2.37 -1.15 9.86 --- ---
Swan Defined Risk A SDRAX -3.45 -3.00 -1.03 5.48 2.58 5.15
Swan Defined Risk C SDRCX -3.58 -3.13 -1.20 4.64 1.80 4.35
Swan Defined Risk I SDRIX -3.44 -2.92 -0.88 5.79 2.84 5.41
Catalyst/Exceed Defined Shield A SHIEX -1.25 0.89 3.08 11.51 --- ---
Catalyst/Exceed Defined Shield I SHIIX -1.34 0.88 3.03 11.71 --- ---
Catalyst/Exceed Defined Shield C SHINX -1.36 0.79 2.81 --- --- ---
USCA Shield Institutional SHLDX -1.25 -0.19 2.29 3.14 --- ---
Stadion Alternative Income C TACCX -1.27 -3.32 -1.94 -3.44 --- ---
Stadion Alternative Income A TACFX -1.26 -3.19 -1.82 -2.75 1.19 1.05
Stadion Alternative Income T TACRX -1.26 -3.19 -1.81 --- --- ---
Stadion Alternative Income I TACSX -1.26 -3.20 -1.76 -2.60 1.44 1.28
Covered Bridge A TCBAX 0.10 2.66 6.37 9.82 6.65 ---
Covered Bridge I TCBIX 0.10 2.67 6.51 10.06 6.95 ---
Touchstone Dynamic Equity A TDEAX -2.91 -0.19 1.37 7.62 5.28 7.61
Touchstone Dynamic Equity C TDECX -3.01 -0.34 1.11 6.77 4.46 6.79
Touchstone Dynamic Equity Instl TDELX -2.91 -0.18 1.46 7.90 5.59 7.93
Touchstone Dynamic Equity Y TDEYX -2.86 -0.18 1.42 7.95 5.62 7.93
TCW/Gargoyle Dynamic 500 Collar N TFCNX -0.19 -0.19 0.82 --- --- ---
TCW/Gargoyle Dynamic 500 Collar I TFCSX -0.19 -0.10 0.92 --- --- ---
TCW | Gargoyle Dynamic 500 I TFDIX -1.85 -0.68 0.97 8.99 --- ---
TCW | Gargoyle Dynamic 500 N TFDNX -1.93 -0.77 0.87 8.71 --- ---
TCW | Gargoyle Hedged Value I TFHIX -3.72 -1.08 5.00 6.22 1.83 6.20
TCW | Gargoyle Hedged Value N TFHVX -3.81 -1.17 4.88 5.97 1.55 5.96
TCW/Gargoyle Dynamic 500 Market-Netrl N TFMNX -1.84 -3.23 -3.53 --- --- ---
TCW/Gargoyle Dynamic 500 Market-Netrl I TFMSX -1.84 -3.23 -3.52 --- --- ---
CBOE Vest Defined Distribution Strat A VDDAX -5.28 -8.52 -10.02 --- --- ---
CBOE Vest Defined Distribution Strat C VDDCX -4.13 -7.44 -8.97 -7.53 --- ---
CBOE Vest Defined Distribution Strat Int VDDIX -4.08 -7.36 -8.77 -6.69 --- ---
CBOE Vest Defined Distribution Strat Inv VDDLX -4.09 -7.38 -8.89 -6.90 --- ---
Virtus Rampart Low Volatility Equity A VLVAX -1.97 0.09 1.80 4.92 2.38 ---
Virtus Rampart Low Volatility Equity C VLVCX -2.03 -0.09 1.63 4.11 1.60 ---
Virtus Rampart Low Volatility Equity I VLVIX -1.89 0.09 1.92 5.13 2.66 ---
Content Partners