Options-based: Total Returns

Data through 4/18/2018. 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 -0.66 -1.14 -2.37 5.04 3.83 4.78
Arin Large Cap Theta Advisor AVOAX -3.84 -2.53 -3.09 0.21 1.73 ---
Arin Large Cap Theta Institutional AVOLX -3.82 -2.42 -2.98 0.61 2.13 ---
AllianzGI Structured Return A AZIAX 0.39 -1.52 -1.83 2.16 2.99 4.04
AllianzGI Structured Return C AZICX 0.33 -1.76 -2.01 1.37 2.21 3.25
AllianzGI Structured Return Instl AZIIX 0.45 -1.38 -1.75 2.52 3.28 4.30
AllianzGI Structured Return P AZIPX 0.39 -1.46 -1.77 2.39 3.20 4.22
AllianzGI Structured Return R6 AZIRX 0.38 -1.45 -1.76 2.48 --- ---
AllianzGI US Equity-Hedged A AZUAX -1.49 -2.46 -5.00 7.65 3.87 6.20
AllianzGI US Equity-Hedged C AZUCX -1.55 -2.67 -5.20 6.86 3.10 5.42
AllianzGI US Equity-Hedged Instl AZUIX -1.52 -2.37 -4.99 7.94 4.12 6.46
AllianzGI US Equity-Hedged P AZUPX -1.51 -2.44 -5.02 7.83 3.99 6.35
Beacon Accelerated Return Strategy Instl BARLX -0.10 1.06 -0.57 --- --- ---
Soundwatch Core Hedged Equity Instl BHHEX -1.30 -1.80 -4.07 11.19 --- ---
Beacon Planned Return Strategy Instl BPRLX 0.29 0.88 -0.10 --- --- ---
Bridgeway Managed Volatility BRBPX 0.64 1.88 -0.32 8.03 3.57 4.90
CBOE Vest S&P 500® Bffr Prt Strt Instl BUIGX 0.00 0.79 -0.26 7.97 --- ---
CBOE Vest S&P 500® Bffr Prt Strt Inv BUMGX -0.09 0.61 -0.35 7.61 --- ---
Main BuyWrite I BUYWX -1.51 1.75 0.27 8.79 --- ---
Calamos Hedged Equity Income A CAHEX -0.26 4.85 1.26 10.38 6.22 ---
Calamos Hedged Equity Income T CAHTX --- --- --- --- --- ---
Iron Equity Premium Income Investor CALIX -1.66 -0.98 -4.12 10.23 --- ---
Iron Equity Premium Income Institutional CALLX -1.67 -0.91 -4.13 10.53 --- ---
Calamos Hedged Equity Income C CCHEX -0.35 4.67 1.06 9.78 5.45 ---
Crow Point Defined Risk Global Eq Inc A CGHAX 0.11 0.11 -2.53 9.51 1.74 2.01
Crow Point Defined Risk Global Eq Inc I CGHIX 0.11 0.22 -2.40 9.94 2.04 2.30
Calamos Hedged Equity Income I CIHEX -0.26 4.96 1.36 10.88 6.52 ---
Catalyst/Exceed Defined Risk A CLPAX 0.60 1.01 0.00 6.84 -0.78 ---
Catalyst/Exceed Defined Risk C CLPCX 0.63 0.73 -0.21 6.06 -1.63 ---
Catalyst/Exceed Defined Risk I CLPFX 0.70 1.10 0.10 7.19 -0.60 ---
Camelot Premium Return C CPRCX 0.80 -1.37 -2.86 1.43 1.89 5.53
Camelot Premium Return A CPRFX 0.88 -1.17 -2.76 2.10 2.65 6.32
Camelot Premium Return I CPRIX 0.94 -1.01 -2.60 2.59 --- ---
Day Hagan Hedged Strategy A DHJAX -9.10 -21.76 -21.61 -17.03 --- ---
Day Hagan Hedged Strategy C DHJCX -9.23 -21.97 -21.75 -17.09 --- ---
Day Hagan Hedged Strategy I DHJIX -8.99 -21.66 -21.51 -16.68 --- ---
MAI Managed Volatility Investor DIVPX -0.52 0.00 -1.28 6.23 3.76 5.00
Parametric Volatil Risk Prm-Defensv Insl EIVPX -0.82 -0.55 -1.63 7.69 --- ---
CBOE Vest S&P 500® Enhanced Gr Strat A ENGAX 0.00 0.94 -0.50 12.31 --- ---
CBOE Vest S&P 500® Enhanced Gr StratInst ENGIX -0.08 0.93 -0.42 12.77 --- ---
CBOE Vest S&P 500® Enhanced Gr Strat Inv ENGLX -0.08 0.85 -0.50 12.50 --- ---
Cullen Enhanced Equity Income C ENHCX -0.53 -3.80 -4.96 1.31 --- ---
Cullen Enhanced Equity Income I ENHNX -0.48 -3.56 -4.81 2.23 --- ---
Cullen Enhanced Equity Income Retail ENHRX -0.54 -3.63 -4.88 2.01 --- ---
Eaton Vance Hedged Stock A EROAX -0.78 -0.78 -2.09 7.22 2.70 5.19
Eaton Vance Hedged Stock C EROCX -0.90 -1.01 -2.22 6.42 1.93 4.41
Eaton Vance Hedged Stock I EROIX -0.89 -0.67 -2.09 7.49 2.94 5.44
First Investors Hedged US Eq Opps A FHEJX -1.83 0.72 -1.75 9.54 --- ---
First Investors Hedged US Eq Opps Adv FHEKX -1.82 0.80 -1.65 9.91 --- ---
First Investors Hedged US Eq Opps Instl FHELX -1.73 0.89 -1.56 10.10 --- ---
First Investors Covered Call Strat A FRCCX -0.62 -1.30 -4.20 6.74 --- ---
First Investors Covered Call Strat Adv FRCDX -0.62 -1.22 -4.04 7.11 --- ---
First Investors Covered Call Strat Instl FRCEX -0.62 -1.22 -4.12 7.24 --- ---
Gateway A GATEX -0.83 -1.12 -2.06 5.70 4.78 4.89
Gateway Equity Call Premium A GCPAX -1.02 -1.59 -2.64 6.75 6.18 ---
Gateway Equity Call Premium C GCPCX -1.06 -1.72 -2.77 6.08 5.43 ---
Gateway Equity Call Premium N GCPNX -0.91 -1.49 -2.53 --- --- ---
Gateway Equity Call Premium Y GCPYX -0.92 -1.50 -2.54 7.18 6.46 ---
Glenmede Secured Options Institutional GLSOX 0.41 1.91 1.65 6.21 --- ---
Gateway C GTECX -0.89 -1.34 -2.22 4.91 3.99 4.11
Gateway N GTENX -0.79 -1.02 -1.96 --- --- ---
Gateway Y GTEYX -0.83 -1.06 -2.00 5.96 5.04 5.14
Glenmede Secured Options GTSOX 0.33 1.83 1.49 5.97 6.27 6.98
Catalyst Hedged Futures Strategy A HFXAX 0.25 -1.25 -0.38 -9.17 -5.86 ---
Catalyst Hedged Futures Strategy C HFXCX 0.13 -1.42 -0.65 -9.92 -6.55 ---
Catalyst Hedged Futures Strategy I HFXIX 0.25 -1.11 -0.37 -8.98 -5.62 ---
AlphaCentric Hedged Market Opportunity A HMXAX -1.40 -12.78 -12.73 -10.12 --- ---
AlphaCentric Hedged Market Opportunity C HMXCX -1.47 -12.94 -12.89 -10.75 --- ---
AlphaCentric Hedged Market Opportunity I HMXIX -1.38 -12.25 -12.20 -9.39 --- ---
IPS Strategic Absolute Return Instl IPSAX -1.89 -0.77 -3.99 10.92 --- ---
Rational Iron Horse A IRHAX -0.81 -2.12 -2.68 3.43 2.83 4.96
Rational Iron Horse C IRHCX -0.82 -2.24 -2.79 2.74 --- ---
Rational Iron Horse I IRHIX -0.65 -1.97 -2.52 3.71 3.13 5.27
Ironclad Managed Risk IRONX 1.82 4.42 3.00 6.22 3.14 4.82
James Alpha Managed Risk Domestic Eq A JDAEX 0.96 1.84 0.57 6.92 --- ---
James Alpha Managed Risk Domestic Eq C JDCEX 0.87 1.56 0.38 6.11 --- ---
James Alpha Managed Risk Domestic Eq I JDIEX 0.95 1.83 0.57 7.23 --- ---
James Alpha Managed Risk Domestic Eq S JDSEX 0.95 2.11 0.76 --- --- ---
James Alpha Mgd Risk Emerg Mkts Eq A JEAMX -1.02 -0.31 -2.03 7.15 --- ---
James Alpha Mgd Risk Emerg Mkts Eq C JECMX -1.14 -0.52 -2.25 6.29 --- ---
James Alpha Mgd Risk Emerg Mkts Eq I JEIMX -0.92 0.00 -1.81 7.77 --- ---
James Alpha Mgd Risk Emerg Mkts Eq S JESMX -1.02 0.00 -1.91 --- --- ---
JPMorgan Hedged Equity I JHEQX -1.83 -0.46 -1.98 8.63 6.30 ---
JPMorgan Hedged Equity A JHQAX -1.80 -0.52 -2.00 8.32 6.04 ---
JPMorgan Hedged Equity C JHQCX -1.86 -0.69 -2.17 7.80 5.50 ---
JPMorgan Hedged Equity R5 JHQPX -1.78 -0.41 -1.93 8.79 6.49 ---
JPMorgan Hedged Equity R6 JHQRX -1.77 -0.35 -1.92 8.85 6.54 ---
JHancock Redwood A JTRAX -0.09 0.65 -0.19 4.57 1.71 ---
JHancock Redwood C JTRCX -0.19 0.38 -0.38 3.86 1.00 ---
JHancock Redwood I JTRIX -0.09 0.74 -0.09 4.90 2.04 ---
JHancock Redwood R6 JTRRX -0.18 0.73 -0.18 4.97 2.13 ---
CBOE Vest S&P 500 Dv Arst Trgt Inc A KNGAX -0.43 -0.34 -2.95 --- --- ---
CBOE Vest S&P 500 Dv Arst Trgt Inc C KNGCX -0.52 -0.62 -3.13 --- --- ---
CBOE Vest S&P 500 Dv Arst Trgt Inc Instl KNGIX -0.37 -0.28 -2.80 --- --- ---
CBOE Vest S&P 500 Dv Arst Trgt Inc Inv KNGLX -0.47 -0.39 -2.99 --- --- ---
RAISE Core Tactical I KRCTX -0.38 0.77 -3.68 -1.63 --- ---
Leigh Baldwin Total Return LEBOX -0.03 0.11 -0.46 0.41 -1.82 -0.45
LS Theta Institutional LQTIX -1.94 -3.32 -4.09 0.75 3.68 ---
LS Theta Investor LQTVX -1.97 -3.39 -4.15 0.49 3.40 ---
MAI Managed Volatility Institutional MAIPX -0.51 0.11 -1.20 6.50 4.04 5.22
M.D. Sass Equity Income Plus Instl MDEIX -0.59 -2.74 -3.69 1.61 1.01 ---
M.D. Sass Equity Income Plus Inv MDEPX -0.55 -2.79 -3.74 1.37 0.69 ---
Madison Covered Call & Equity Income A MENAX 1.06 1.97 -0.60 7.50 4.51 6.85
Madison Covered Call & Equity Income C MENCX 1.12 1.71 -0.75 6.79 3.75 6.08
Madison Covered Call & Equity Income R6 MENRX 1.14 2.13 -0.48 7.93 4.95 7.28
Madison Covered Call & Equity Income Y MENYX 1.15 2.04 -0.59 7.76 4.79 7.12
Cboe Vest S&P 500® Enh & Buffer A MRAAX -0.27 4.50 1.11 --- --- ---
Cboe Vest S&P 500® Enh & Buffer C MRACX -0.37 4.21 0.93 --- --- ---
Cboe Vest S&P 500® Enh & Buffer Instl MRAIX -0.27 4.11 1.11 --- --- ---
Cboe Vest S&P 500® Enh & Buffer Inv MRALX -0.27 4.50 1.11 --- --- ---
Cboe Vest S&P 500® Enh & Buffer Y MRAYX -0.18 4.68 1.30 --- --- ---
Neuberger Berman Hedged Option Prm A NHOAX -0.82 -4.99 -3.22 -3.35 --- ---
Neuberger Berman Hedged Option Prm C NHOCX -0.87 -5.18 -3.37 -4.08 --- ---
Neuberger Berman Hedged Option Prm Instl NHOIX -0.80 -4.90 -3.13 -3.01 --- ---
Neuberger Berman Hedged Option Prm R6 NHORX -0.79 -4.89 -3.12 -2.95 --- ---
Glenmede Global Secured Options NOVIX 0.65 0.19 -0.37 8.44 1.76 3.32
Neuberger Berman US Eq Idx PtWrtStrt A NUPAX -1.09 -2.45 -3.25 4.53 --- ---
Neuberger Berman US Eq Idx PtWrtStrt C NUPCX -1.13 -2.60 -3.40 3.83 --- ---
Neuberger Berman US Eq Idx PtWrtStrtInst NUPIX -1.08 -2.26 -3.15 4.98 --- ---
Neuberger Berman US Eq Idx PtWrtStrt R6 NUPRX -0.97 -2.24 -3.13 5.05 --- ---
Princeton Premium A PPFAX 2.06 -6.76 -4.79 -0.51 --- ---
Princeton Premium I PPFIX 2.05 -6.74 -4.78 -0.31 --- ---
Russell Inv Strategic Call Overwrtg S ROWSX -1.12 -2.68 -3.44 8.78 8.40 6.64
Crossmark Steward Cov Call Inc A SCJAX -0.98 0.74 -2.19 --- --- ---
Crossmark Steward Cov Call Inc C SCJCX -0.59 0.70 -2.13 --- --- ---
Crossmark Steward Cov Call Inc Instl SCJIX -0.98 0.86 -2.17 --- --- ---
Crossmark Steward Cov Call Inc K SCJKX -0.59 0.65 -2.18 --- --- ---
Swan Defined Risk US Small Cap A SDCAX 0.08 -0.16 -1.22 7.45 --- ---
Swan Defined Risk US Small Cap C SDCCX 0.00 -0.33 -1.41 6.62 --- ---
Swan Defined Risk US Small Cap I SDCIX 0.08 -0.08 -1.14 7.61 --- ---
Swan Defined Risk Emerging Markets A SDFAX -1.58 -2.13 -4.78 12.34 2.45 ---
Swan Defined Risk Emerging Markets C SDFCX -1.71 -2.36 -4.96 11.44 1.64 ---
Swan Defined Risk Emerging Markets I SDFIX -1.67 -2.12 -4.75 12.62 2.66 ---
Swan Defined Risk Foreign Developed A SDJAX 0.66 -2.28 -4.12 8.66 --- ---
Swan Defined Risk Foreign Developed C SDJCX 0.66 -2.48 -4.24 7.91 --- ---
Swan Defined Risk Foreign Developed I SDJIX 0.66 -2.19 -4.03 8.98 --- ---
Swan Defined Risk A SDRAX 0.40 -2.77 -3.30 5.65 2.52 5.03
Swan Defined Risk C SDRCX 0.32 -2.97 -3.50 4.81 1.77 4.26
Swan Defined Risk I SDRIX 0.40 -2.69 -3.28 5.86 2.78 5.29
Catalyst/Exceed Defined Shield A SHIEX -0.78 0.69 -1.54 11.40 5.92 ---
Catalyst/Exceed Defined Shield I SHIIX -0.77 0.78 -1.53 11.71 6.20 ---
Catalyst/Exceed Defined Shield C SHINX -0.88 0.50 -1.74 --- --- ---
USCA Premium Buy-Write Institutional SHLDX -0.79 -0.30 -1.55 3.56 --- ---
Stadion Alternative Income C TACCX 0.31 -3.44 -1.50 -3.17 --- ---
Stadion Alternative Income A TACFX 0.33 -3.18 -1.35 -2.45 0.99 0.79
Stadion Alternative Income T TACRX 0.35 -3.16 -1.33 --- --- ---
Stadion Alternative Income I TACSX 0.43 -3.09 -1.26 -2.29 1.27 1.04
Covered Bridge A TCBAX -0.58 0.90 -1.91 8.22 6.31 ---
Covered Bridge I TCBIX -0.51 0.97 -1.75 8.57 6.57 ---
Touchstone Dynamic Equity A TDEAX -1.29 0.31 -2.66 7.58 5.81 6.90
Touchstone Dynamic Equity C TDECX -1.32 0.07 -2.87 6.75 5.00 6.07
Touchstone Dynamic Equity Instl TDELX -1.26 0.37 -2.61 7.87 6.13 7.21
Touchstone Dynamic Equity Y TDEYX -1.27 0.37 -2.62 7.91 6.14 7.20
TCW/Gargoyle Dynamic 500 Collar N TFCNX -0.39 -0.58 -0.97 3.55 --- ---
TCW/Gargoyle Dynamic 500 Collar I TFCSX -0.39 -0.49 -0.87 3.86 --- ---
TCW | Gargoyle Dynamic 500 I TFDIX -0.85 -0.51 -2.09 8.38 --- ---
TCW | Gargoyle Dynamic 500 N TFDNX -0.85 -0.60 -2.18 8.09 --- ---
TCW | Gargoyle Hedged Value I TFHIX -2.00 -3.73 -6.39 6.75 -0.13 5.92
TCW | Gargoyle Hedged Value N TFHVX -1.99 -3.81 -6.46 6.49 -0.38 5.69
TCW/Gargoyle Dynamic 500 Market-Netrl N TFMNX 0.52 -1.81 -0.61 -0.48 --- ---
TCW/Gargoyle Dynamic 500 Market-Netrl I TFMSX 0.62 -1.71 -0.51 -0.17 --- ---
CBOE Vest Defined Distribution Strat A VDDAX 0.63 -6.97 -1.99 -6.85 --- ---
CBOE Vest Defined Distribution Strat C VDDCX 0.63 -6.09 -1.01 -6.44 --- ---
CBOE Vest Defined Distribution Strat Int VDDIX 0.73 -5.71 -0.67 -5.38 --- ---
CBOE Vest Defined Distribution Strat Inv VDDLX 0.62 -5.93 -0.89 -5.80 --- ---
Virtus Rampart Low Volatility Equity A VLVAX -3.41 -3.16 -5.64 1.44 1.80 ---
Virtus Rampart Low Volatility Equity C VLVCX -3.50 -3.41 -5.78 0.65 1.03 ---
Virtus Rampart Low Volatility Equity I VLVIX -3.42 -3.16 -5.57 1.63 2.04 ---