Options-based: Total Returns

Data through 1/18/2018. 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 1.21 1.17 2.97 9.52 5.24 5.29
Arin Large Cap Theta Advisor AVOAX 0.49 0.58 1.02 4.54 3.39 ---
Arin Large Cap Theta Institutional AVOLX 0.49 0.58 1.22 4.94 3.79 ---
AllianzGI Structured Return A AZIAX 0.45 0.32 1.25 5.32 4.37 4.63
AllianzGI Structured Return C AZICX 0.39 0.26 1.03 4.48 3.59 3.84
AllianzGI Structured Return Instl AZIIX 0.51 0.38 1.37 5.67 4.65 4.90
AllianzGI Structured Return P AZIPX 0.49 0.32 1.29 5.50 4.58 4.82
AllianzGI Structured Return R6 AZIRX 0.45 0.31 1.31 5.64 --- ---
AllianzGI US Equity-Hedged A AZUAX 2.44 2.68 6.26 14.95 5.95 7.59
AllianzGI US Equity-Hedged C AZUCX 2.43 2.67 6.06 14.13 5.18 6.81
AllianzGI US Equity-Hedged Instl AZUIX 2.53 2.75 6.33 15.24 6.23 7.88
AllianzGI US Equity-Hedged P AZUPX 2.52 2.71 6.32 15.19 6.12 7.76
Soundwatch Core Hedged Equity Instl BHHEX 2.35 2.36 6.96 19.39 --- ---
Bridgeway Managed Volatility BRBPX 2.08 2.21 4.23 9.12 4.54 5.24
CBOE Vest S&P 500® Bffr Prt Strt Instl BUIGX 0.96 1.05 3.41 11.93 --- ---
CBOE Vest S&P 500® Bffr Prt Strt Inv BUMGX 0.97 0.97 3.32 11.65 --- ---
Main BuyWrite I BUYWX 1.73 1.47 3.05 8.60 --- ---
Calamos Hedged Equity Income A CAHEX 2.99 3.55 5.26 11.20 6.46 ---
Calamos Hedged Equity Income T CAHTX --- --- --- --- --- ---
Iron Equity Premium Income Investor CALIX 2.93 3.28 6.83 18.44 --- ---
Iron Equity Premium Income Institutional CALLX 3.01 3.36 6.91 18.82 --- ---
Calamos Hedged Equity Income C CCHEX 3.01 3.57 5.21 10.54 5.72 ---
Crow Point Defined Risk Global Eq Inc A CGHAX 2.59 2.71 4.47 13.06 3.90 2.54
Crow Point Defined Risk Global Eq Inc I CGHIX 2.55 2.69 4.53 13.42 4.17 ---
Calamos Hedged Equity Income I CIHEX 2.99 3.55 5.43 11.57 6.76 ---
Catalyst/Exceed Defined Risk A CLPAX 0.80 1.01 1.95 8.93 0.86 ---
Catalyst/Exceed Defined Risk C CLPCX 0.84 0.94 1.80 8.06 -0.01 ---
Catalyst/Exceed Defined Risk I CLPFX 0.90 1.00 2.00 9.17 1.03 ---
Camelot Premium Return C CPRCX 1.26 1.53 3.98 4.95 5.15 6.04
Camelot Premium Return A CPRFX 1.23 1.63 4.14 5.73 5.95 6.82
Camelot Premium Return I CPRIX 1.32 1.63 4.34 6.12 --- ---
Day Hagan Hedged Strategy A DHJAX -0.25 -0.19 0.98 --- --- ---
Day Hagan Hedged Strategy C DHJCX -0.35 -0.29 0.88 --- --- ---
Day Hagan Hedged Strategy I DHJIX -0.16 -0.19 1.08 --- --- ---
MAI Managed Volatility Investor DIVPX 1.21 1.30 3.39 9.00 5.05 5.47
Parametric Volatil Risk Prm-Defensv Insl EIVPX 1.01 1.10 3.16 --- --- ---
CBOE Vest S&P 500® Enhanced Gr Strat A ENGAX 1.36 1.45 4.47 --- --- ---
CBOE Vest S&P 500® Enhanced Gr StratInst ENGIX 1.27 1.35 4.63 19.10 --- ---
CBOE Vest S&P 500® Enhanced Gr Strat Inv ENGLX 1.27 1.36 4.55 --- --- ---
Cullen Enhanced Equity Income C ENHCX 0.53 1.22 1.55 10.32 --- ---
Cullen Enhanced Equity Income I ENHNX 0.58 1.31 1.87 11.38 --- ---
Cullen Enhanced Equity Income Retail ENHRX 0.62 1.32 1.82 11.18 --- ---
Eaton Vance Hedged Stock A EROAX 1.61 1.34 3.80 10.17 4.82 6.04
Eaton Vance Hedged Stock C EROCX 1.47 1.24 3.57 9.23 4.01 5.26
Eaton Vance Hedged Stock I EROIX 1.65 1.45 3.95 10.43 5.10 6.33
Essential 40 Stock I ESSIX 4.78 --- 10.85 16.79 2.79 ---
First Investors Hedged US Eq Opps A FHEJX 1.96 2.51 5.34 13.48 --- ---
First Investors Hedged US Eq Opps Adv FHEKX 2.04 2.50 5.41 13.86 --- ---
First Investors Hedged US Eq Opps Instl FHELX 2.04 2.49 5.40 13.95 --- ---
First Investors Covered Call Strat A FRCCX 3.13 3.02 6.62 13.11 --- ---
First Investors Covered Call Strat Adv FRCDX 3.10 2.94 6.60 13.38 --- ---
First Investors Covered Call Strat Instl FRCEX 3.14 3.02 6.73 13.64 --- ---
Gateway A GATEX 0.98 0.96 2.45 9.75 6.24 5.65
Gateway Equity Call Premium A GCPAX 1.04 1.08 3.26 11.77 8.32 ---
Gateway Equity Call Premium C GCPCX 1.00 1.08 3.05 11.03 7.51 ---
Gateway Equity Call Premium N GCPNX 1.09 1.08 3.31 --- --- ---
Gateway Equity Call Premium Y GCPYX 1.16 1.08 3.38 12.18 8.58 ---
Glenmede Secured Options Institutional GLSOX 0.33 0.25 1.04 5.52 --- ---
Gateway C GTECX 0.90 0.90 2.25 8.91 5.44 4.85
Gateway N GTENX 0.97 0.96 2.53 --- --- ---
Gateway Y GTEYX 0.99 0.96 2.52 10.02 6.50 5.90
Glenmede Secured Options GTSOX 0.33 0.33 1.05 5.38 6.77 7.08
Catalyst Hedged Futures Strategy A HFXAX -1.00 -0.87 -4.56 -24.21 -5.38 ---
Catalyst Hedged Futures Strategy C HFXCX -1.03 -0.78 -4.60 -24.78 -6.04 ---
Catalyst Hedged Futures Strategy I HFXIX -0.99 -0.74 -4.51 -24.08 -5.14 ---
AlphaCentric Hedged Market Opportunity A HMXAX 0.14 -0.05 0.93 4.85 --- ---
AlphaCentric Hedged Market Opportunity C HMXCX 0.09 -0.05 0.72 4.09 --- ---
AlphaCentric Hedged Market Opportunity I HMXIX 0.14 -0.05 0.98 5.12 --- ---
Rational Iron Horse A IRHAX 0.83 0.57 1.97 7.73 4.20 6.06
Rational Iron Horse C IRHCX 0.74 0.57 1.89 --- --- ---
Rational Iron Horse I IRHIX 0.83 0.57 2.07 7.85 4.46 6.35
Ironclad Managed Risk IRONX 1.18 1.37 1.47 4.36 2.69 4.61
James Alpha Managed Risk Domestic Eq A JDAEX 1.35 1.26 2.74 6.63 --- ---
James Alpha Managed Risk Domestic Eq C JDCEX 1.27 1.17 2.52 5.81 --- ---
James Alpha Managed Risk Domestic Eq I JDIEX 1.35 1.25 2.77 7.04 --- ---
James Alpha Managed Risk Domestic Eq S JDSEX 1.44 1.34 2.97 --- --- ---
James Alpha Mgd Risk Emerg Mkts Eq A JEAMX 3.13 1.75 3.60 10.97 --- ---
James Alpha Mgd Risk Emerg Mkts Eq C JECMX 3.16 1.77 3.46 10.22 --- ---
James Alpha Mgd Risk Emerg Mkts Eq I JEIMX 3.12 1.85 3.69 11.48 --- ---
James Alpha Mgd Risk Emerg Mkts Eq S JESMX 3.33 1.95 3.90 --- --- ---
JPMorgan Hedged Equity I JHEQX 2.02 1.55 3.68 13.14 7.63 ---
JPMorgan Hedged Equity A JHQAX 1.96 1.50 3.57 12.77 7.34 ---
JPMorgan Hedged Equity C JHQCX 1.97 1.51 3.49 12.29 6.83 ---
JPMorgan Hedged Equity R5 JHQPX 2.01 1.55 3.72 13.30 7.82 ---
JPMorgan Hedged Equity R6 JHQRX 2.02 1.60 3.73 13.36 7.88 ---
JHancock Redwood A JTRAX 0.84 0.84 1.99 5.07 2.46 ---
JHancock Redwood C JTRCX 0.86 0.77 1.84 4.36 1.75 ---
JHancock Redwood I JTRIX 0.92 0.83 2.06 5.41 2.79 ---
JHancock Redwood R6 JTRRX 0.92 0.92 2.14 5.57 2.93 ---
CBOE Vest S&P 500 Dv Arst Trgt Inc A KNGAX 3.10 2.69 7.77 --- --- ---
CBOE Vest S&P 500 Dv Arst Trgt Inc C KNGCX 3.01 2.60 7.59 --- --- ---
CBOE Vest S&P 500 Dv Arst Trgt Inc Instl KNGIX 3.04 2.59 7.82 --- --- ---
CBOE Vest S&P 500 Dv Arst Trgt Inc Inv KNGLX 3.11 2.69 7.80 --- --- ---
RAISE Core Tactical I KRCTX 4.21 4.62 6.25 3.82 --- ---
Leigh Baldwin Total Return LEBOX 0.30 0.58 0.88 -0.27 -1.07 -1.06
LJM Preservation and Growth A LJMAX -2.75 -3.40 -2.38 4.56 9.71 4.42
LJM Preservation and Growth C LJMCX -2.79 -3.44 -2.50 3.70 --- ---
LJM Preservation and Growth I LJMIX -2.81 -3.44 -2.35 4.69 9.93 4.68
LS Theta Institutional LQTIX 0.75 0.81 1.66 6.28 5.31 ---
LS Theta Investor LQTVX 0.74 0.79 1.60 6.01 5.02 ---
MAI Managed Volatility Institutional MAIPX 1.23 1.32 3.45 9.27 5.32 5.69
M.D. Sass Equity Income Plus Instl MDEIX 0.72 0.99 2.46 7.02 3.61 ---
M.D. Sass Equity Income Plus Inv MDEPX 0.72 0.99 2.47 6.74 3.24 ---
Madison Covered Call & Equity Income A MENAX 3.12 2.59 5.31 8.37 5.93 6.66
Madison Covered Call & Equity Income C MENCX 3.08 2.48 5.13 7.58 5.16 5.85
Madison Covered Call & Equity Income R6 MENRX 3.20 2.62 5.45 8.78 6.34 7.06
Madison Covered Call & Equity Income Y MENYX 3.23 2.64 5.49 8.73 6.23 6.93
Neuberger Berman Hedged Option Prm A NHOAX -1.38 -1.83 -1.65 --- --- ---
Neuberger Berman Hedged Option Prm C NHOCX -1.45 -1.87 -1.88 --- --- ---
Neuberger Berman Hedged Option Prm Instl NHOIX -1.37 -1.83 -1.60 --- --- ---
Neuberger Berman Hedged Option Prm R6 NHORX -1.35 -1.83 -1.58 --- --- ---
Glenmede Global Secured Options NOVIX 0.65 0.56 3.51 11.29 3.90 3.68
Neuberger Berman US Eq Idx PtWrtStrt A NUPAX 0.74 0.83 2.52 10.62 --- ---
Neuberger Berman US Eq Idx PtWrtStrt C NUPCX 0.70 0.83 2.32 9.75 --- ---
Neuberger Berman US Eq Idx PtWrtStrtInst NUPIX 0.82 0.92 2.60 11.06 --- ---
Neuberger Berman US Eq Idx PtWrtStrt R6 NUPRX 0.84 0.92 2.62 11.11 --- ---
Princeton Premium A PPFAX -1.79 -2.07 -0.91 7.12 --- ---
Princeton Premium I PPFIX -1.69 -2.06 -0.82 7.42 --- ---
Russell Inv Strategic Call Overwrtg S ROWSX 0.91 0.79 4.43 15.39 11.40 7.84
Swan Defined Risk US Small Cap A SDCAX 0.66 1.07 2.42 8.78 --- ---
Swan Defined Risk US Small Cap C SDCCX 0.58 1.09 2.28 7.95 --- ---
Swan Defined Risk US Small Cap I SDCIX 0.57 1.07 2.41 8.95 --- ---
Swan Defined Risk Emerging Markets A SDFAX 3.88 2.78 4.27 22.06 5.34 ---
Swan Defined Risk Emerging Markets C SDFCX 3.77 2.74 4.06 21.10 4.54 ---
Swan Defined Risk Emerging Markets I SDFIX 3.86 2.76 4.34 22.31 5.58 ---
Swan Defined Risk Foreign Developed A SDJAX 1.79 1.92 2.88 15.61 --- ---
Swan Defined Risk Foreign Developed C SDJCX 1.70 1.84 2.71 14.73 --- ---
Swan Defined Risk Foreign Developed I SDJIX 1.82 1.91 2.91 15.84 --- ---
Swan Defined Risk A SDRAX 0.85 0.54 3.15 10.07 4.28 5.95
Swan Defined Risk C SDRCX 0.78 0.55 2.96 9.25 3.51 5.17
Swan Defined Risk I SDRIX 0.84 0.61 3.21 10.37 4.54 6.23
Catalyst/Exceed Defined Shield A SHIEX 1.96 2.26 5.23 15.33 --- ---
Catalyst/Exceed Defined Shield I SHIIX 2.05 2.35 5.36 15.64 --- ---
Catalyst/Exceed Defined Shield C SHINX 1.97 2.28 4.97 --- --- ---
USCA Shield Institutional SHLDX 1.13 1.27 2.49 6.62 --- ---
Stadion Alternative Income C TACCX -1.19 -1.97 -2.01 -3.55 --- ---
Stadion Alternative Income A TACFX -1.08 -1.85 -1.79 -2.77 1.51 1.10
Stadion Alternative Income T TACRX -1.17 -1.85 -1.78 --- --- ---
Stadion Alternative Income I TACSX -1.12 -1.86 -1.72 -2.61 1.76 ---
Covered Bridge A TCBAX 2.56 2.86 5.26 11.79 7.91 ---
Covered Bridge I TCBIX 2.57 2.77 5.30 12.05 8.18 ---
Touchstone Dynamic Equity A TDEAX 2.99 3.05 5.98 11.04 7.34 8.37
Touchstone Dynamic Equity C TDECX 2.98 3.02 5.81 10.21 6.55 7.58
Touchstone Dynamic Equity Instl TDELX 3.05 3.05 6.10 11.40 7.68 8.72
Touchstone Dynamic Equity Y TDEYX 3.01 3.06 6.08 11.46 7.69 8.70
TCW/Gargoyle Dynamic 500 Collar N TFCNX 0.52 0.39 1.90 --- --- ---
TCW/Gargoyle Dynamic 500 Collar I TFCSX 0.53 0.39 1.91 --- --- ---
TCW | Gargoyle Dynamic 500 I TFDIX 1.56 1.61 3.92 13.40 --- ---
TCW | Gargoyle Dynamic 500 N TFDNX 1.55 1.62 3.91 13.20 --- ---
TCW | Gargoyle Hedged Value I TFHIX 4.28 2.85 8.15 13.79 4.72 7.96
TCW | Gargoyle Hedged Value N TFHVX 4.26 2.83 8.12 13.48 4.46 7.72
TCW/Gargoyle Dynamic 500 Market-Netrl N TFMNX -0.85 -1.21 -1.52 --- --- ---
TCW/Gargoyle Dynamic 500 Market-Netrl I TFMSX -0.84 -1.21 -1.51 --- --- ---
CBOE Vest Defined Distribution Strat A VDDAX -5.09 -5.09 -6.83 --- --- ---
CBOE Vest Defined Distribution Strat C VDDCX -5.13 -5.13 -6.98 -6.81 --- ---
CBOE Vest Defined Distribution Strat Int VDDIX -4.98 -5.07 -6.72 -5.88 --- ---
CBOE Vest Defined Distribution Strat Inv VDDLX -4.99 -5.09 -6.74 -6.09 --- ---
Virtus Rampart Low Volatility Equity A VLVAX 2.25 2.63 3.47 10.60 4.43 ---
Virtus Rampart Low Volatility Equity C VLVCX 2.18 2.52 3.26 9.78 3.65 ---
Virtus Rampart Low Volatility Equity I VLVIX 2.20 2.55 3.51 10.84 4.69 ---