Options-based: Total Returns

Data through 12/7/2018. 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 -3.30 -2.17 -4.70 -1.27 3.76 3.18
Arin Large Cap Theta Advisor AVOAX -1.95 -6.49 -4.87 -6.53 -0.74 1.04
Arin Large Cap Theta Institutional AVOLX -1.94 -6.24 -4.84 -6.19 -0.37 1.30
AllianzGI Structured Return A AZIAX -0.38 -0.06 -1.37 0.25 3.03 3.42
AllianzGI Structured Return C AZICX -0.46 -0.85 -1.61 -0.59 2.21 2.64
AllianzGI Structured Return Instl AZIIX -0.31 0.25 -1.30 0.57 3.29 3.69
AllianzGI Structured Return P AZIPX -0.38 0.13 -1.37 0.42 3.24 3.62
AllianzGI Structured Return R6 AZIRX -0.38 0.19 -1.36 0.51 --- ---
AllianzGI US Equity-Hedged A AZUAX -3.73 -4.10 -6.30 -3.02 3.87 3.75
AllianzGI US Equity-Hedged C AZUCX -3.73 -4.72 -6.42 -3.70 3.11 2.99
AllianzGI US Equity-Hedged Instl AZUIX -3.67 -3.83 -6.21 -2.74 4.12 4.00
AllianzGI US Equity-Hedged P AZUPX -3.72 -3.99 -6.27 -2.91 4.01 3.88
Beacon Accelerated Return Strategy Instl BARLX -7.24 -1.16 -8.07 0.04 --- ---
Beacon Accelerated Return Strategy A BARTX -7.25 --- -8.17 --- --- ---
Soundwatch Core Hedged Equity Instl BHHEX -4.40 -4.62 -6.97 -3.28 --- ---
Beacon Planned Return Strategy Instl BPRLX -3.57 0.79 -3.48 1.41 --- ---
Beacon Planned Return Strategy A BPRTX -3.48 --- -3.48 --- --- ---
Bridgeway Managed Volatility BRBPX -3.67 -1.17 -4.46 -0.78 3.30 3.29
Belmont Theta Income Institutional BTIFX 1.28 --- 2.13 --- --- ---
CBOE Vest S&P 500® Buffer Strategy A BUAGX -3.96 --- -4.84 --- --- ---
CBOE Vest S&P 500® Buffer Strategy C BUCGX -4.07 --- -5.59 --- --- ---
CBOE Vest S&P 500® Buffer Strategy Instl BUIGX -3.95 0.00 -4.83 0.62 --- ---
CBOE Vest S&P 500® Buffer Strategy Inv BUMGX -3.97 -0.26 -4.86 0.35 --- ---
CBOE Vest S&P 500® Buffer Strategy Y BUYGX -4.03 --- -4.75 --- --- ---
Main BuyWrite I BUYWX -3.92 -3.13 -6.39 -2.16 --- ---
Calamos Hedged Equity Income A CAHEX -3.17 3.09 -3.47 3.84 5.29 ---
Iron Equity Premium Income Investor CALIX -4.50 -4.98 -7.74 -4.16 5.22 ---
Iron Equity Premium Income Institutional CALLX -4.49 -4.66 -7.66 -3.84 5.58 ---
Calamos Hedged Equity Income C CCHEX -3.29 2.40 -3.69 3.06 4.51 ---
Calamos Hedged Equity Income I CIHEX -3.17 3.40 -3.41 4.12 5.57 ---
Catalyst/Exceed Defined Risk A CLPAX -4.09 -0.60 -5.28 -0.39 1.66 ---
Catalyst/Exceed Defined Risk C CLPCX -4.17 -1.36 -5.42 -1.15 0.81 ---
Catalyst/Exceed Defined Risk I CLPFX -4.15 -0.50 -5.25 -0.22 1.81 ---
Camelot Premium Return C CPRCX -8.30 -4.95 -11.91 -3.36 5.77 2.82
Camelot Premium Return A CPRFX -8.33 -4.27 -11.82 -2.70 6.61 3.61
Camelot Premium Return I CPRIX -8.33 -4.10 -11.77 -2.44 --- ---
MAI Managed Volatility Investor DIVPX -3.73 0.61 -3.97 1.28 4.41 3.92
Parametric Volatil Risk Prm-Defensv Insl EIVPX -2.60 -0.18 -4.14 0.26 --- ---
CBOE Vest S&P 500® Enhanced Gr Strat A ENGAX -7.09 -1.79 -8.05 -0.94 --- ---
CBOE Vest S&P 500® Enhanced Gr Strat C ENGCX -7.14 --- -8.39 --- --- ---
CBOE Vest S&P 500® Enhanced Gr StratInst ENGIX -7.04 -1.61 -8.00 -0.68 --- ---
CBOE Vest S&P 500® Enhanced Gr Strat Inv ENGLX -7.07 -1.87 -8.11 -0.94 --- ---
CBOE Vest S&P 500® Enhanced Gr Strat Y ENGYX -7.03 --- -7.92 --- --- ---
Cullen Enhanced Equity Income C ENHCX -2.60 -1.14 -2.18 -0.54 --- ---
Cullen Enhanced Equity Income I ENHNX -2.58 -0.22 -1.92 0.42 --- ---
Cullen Enhanced Equity Income Retail ENHRX -2.60 -0.45 -1.99 0.14 --- ---
Eaton Vance Hedged Stock A EROAX -4.10 -1.00 -4.41 0.04 2.26 3.31
Eaton Vance Hedged Stock C EROCX -4.17 -1.69 -4.59 -0.68 1.49 2.52
Eaton Vance Hedged Stock I EROIX -4.09 -0.67 -4.39 0.30 2.53 3.55
First Investors Hedged US Eq Opps A FHEJX -2.78 0.18 -5.57 0.63 --- ---
First Investors Hedged US Eq Opps Adv FHEKX -2.67 0.53 -5.45 0.98 --- ---
First Investors Hedged US Eq Opps Instl FHELX -2.67 0.62 -5.43 1.16 --- ---
First Investors Premium Income A FPIKX -2.16 --- -2.54 --- --- ---
First Investors Premium Income Advisor FPILX -2.16 --- -2.51 --- --- ---
First Investors Premium Income Instl FPIMX -2.18 --- -2.58 --- --- ---
First Investors Covered Call Strat A FRCCX -5.62 -6.66 -8.21 -5.01 --- ---
First Investors Covered Call Strat Adv FRCDX -5.63 -6.39 -8.14 -4.68 --- ---
First Investors Covered Call Strat Instl FRCEX -5.67 -6.32 -8.17 -4.56 --- ---
Gateway A GATEX -2.84 -2.15 -4.59 -1.60 4.10 3.83
Gateway Equity Call Premium A GCPAX -3.53 -2.22 -5.61 -1.52 5.54 ---
Gateway Equity Call Premium C GCPCX -3.54 -2.84 -5.70 -2.19 4.77 ---
Gateway Equity Call Premium N GCPNX -3.45 -1.93 -5.43 -1.18 --- ---
Gateway Equity Call Premium Y GCPYX -3.45 -1.97 -5.44 -1.15 5.83 ---
Glenmede Secured Options Institutional GLSOX -4.86 0.66 -6.62 0.83 --- ---
Gateway C GTECX -2.92 -2.86 -4.80 -2.36 3.31 3.04
Gateway N GTENX -2.81 -1.87 -4.52 -1.30 --- ---
Gateway Y GTEYX -2.81 -1.94 -4.53 -1.35 4.36 4.09
Glenmede Secured Options GTSOX -4.88 0.50 -6.64 0.58 4.17 5.09
Harvest Edge Absolute Institutional HEAIX -2.70 -2.31 -5.26 --- --- ---
Harvest Edge Absolute Investor HEANX -2.79 -2.60 -5.35 --- --- ---
Harvest Edge Bond Institutional HEBIX 0.63 -4.01 -1.65 --- --- ---
Harvest Edge Bond Investor HEBNX 0.66 -3.86 -1.70 --- --- ---
Harvest Edge Equity Institutional HEEIX -7.42 -5.01 -11.24 --- --- ---
Harvest Edge Equity Investor HEENX -7.44 -5.12 -11.34 --- --- ---
Catalyst Hedged Futures Strategy A HFXAX -0.25 0.75 2.02 1.13 -6.30 -1.23
Catalyst Hedged Futures Strategy C HFXCX -0.39 0.00 1.84 0.26 -7.03 -1.98
Catalyst Hedged Futures Strategy I HFXIX -0.37 0.99 2.00 1.36 -6.08 -1.00
AlphaCentric Hedged Market Opportunity A HMXAX -1.08 -6.71 2.60 -6.43 --- ---
AlphaCentric Hedged Market Opportunity C HMXCX -1.15 -7.31 2.45 -7.13 --- ---
AlphaCentric Hedged Market Opportunity I HMXIX -1.07 -5.99 2.69 -5.71 --- ---
Rational Hedged Return A HRSAX -0.18 8.73 1.11 9.85 6.43 -2.38
Rational Hedged Return C HRSFX -0.18 7.91 0.92 9.25 --- ---
Rational Hedged Return Instl HRSTX 0.00 9.02 1.12 10.02 6.60 -2.29
IPS Strategic Capital Absolute Ret Instl IPSAX -3.26 -3.26 -7.34 -1.35 --- ---
Rational Iron Horse A IRHAX -0.61 -2.11 0.94 -1.48 3.22 3.18
Rational Iron Horse C IRHCX -0.71 -2.57 0.73 -1.94 --- ---
Rational Iron Horse I IRHIX -0.51 -1.92 0.97 -1.29 3.45 3.45
Ironclad Managed Risk IRONX -2.10 6.16 -1.30 5.96 3.84 3.84
James Alpha Managed Risk Domestic Eq A JDAEX -2.20 3.19 -1.02 3.91 3.43 ---
James Alpha Managed Risk Domestic Eq C JDCEX -2.23 2.43 -1.13 3.10 2.69 ---
James Alpha Managed Risk Domestic Eq I JDIEX -2.18 3.55 -0.92 4.32 3.89 ---
James Alpha Managed Risk Domestic Eq S JDSEX -2.07 4.32 -0.73 4.99 --- ---
James Alpha Mgd Risk Emerg Mkts Eq A JEAMX -1.48 -4.02 -0.75 -1.51 3.06 ---
James Alpha Mgd Risk Emerg Mkts Eq C JECMX -1.50 -4.68 -0.86 -2.22 2.33 ---
James Alpha Mgd Risk Emerg Mkts Eq I JEIMX -1.47 -3.49 -0.63 -1.07 3.54 ---
James Alpha Mgd Risk Emerg Mkts Eq S JESMX -1.46 -3.28 -0.53 -0.76 --- ---
JPMorgan Hedged Equity I JHEQX -2.96 -0.86 -4.74 -0.20 7.24 ---
JPMorgan Hedged Equity A JHQAX -3.02 -1.10 -4.76 -0.45 6.97 ---
JPMorgan Hedged Equity C JHQCX -3.03 -1.55 -4.85 -0.94 6.44 ---
JPMorgan Hedged Equity R5 JHQPX -2.95 -0.67 -4.64 -0.02 7.47 ---
JPMorgan Hedged Equity R6 JHQRX -2.95 -0.63 -4.67 0.03 7.50 ---
JHancock Redwood A JTRAX -2.82 0.09 -2.99 0.75 2.24 ---
JHancock Redwood C JTRCX -2.90 -0.57 -3.17 0.10 1.54 ---
JHancock Redwood I JTRIX -2.77 0.37 -2.95 1.02 2.57 ---
JHancock Redwood R6 JTRRX -2.75 0.55 -2.84 1.20 2.68 ---
Leigh Baldwin Total Return LEBOX -0.29 -0.24 0.06 -0.51 -0.71 -0.64
LS Theta Institutional LQTIX -0.80 -3.62 -2.52 -3.41 2.02 ---
LS Theta Investor LQTVX -0.83 -3.86 -2.59 -3.65 1.75 ---
MAI Managed Volatility Institutional MAIPX -3.73 0.82 -3.96 1.49 4.66 4.17
M.D. Sass Equity Income Plus Instl MDEIX -3.10 -5.89 -5.99 -4.43 1.54 1.75
M.D. Sass Equity Income Plus Inv MDEPX -3.11 -6.10 -5.97 -4.64 1.22 1.43
Madison Covered Call & Equity Income A MENAX -5.48 -2.35 -6.88 -0.65 3.74 3.64
Madison Covered Call & Equity Income C MENCX -5.68 -3.20 -7.16 -1.50 2.94 2.85
Madison Covered Call & Equity Income R6 MENRX -5.52 -2.06 -6.87 -0.34 4.13 4.02
Madison Covered Call & Equity Income Y MENYX -5.57 -2.19 -6.83 -0.46 4.01 3.90
Cboe Vest S&P 500® Enh & Buffer A MRAAX -5.01 -0.29 -8.60 0.77 --- ---
Cboe Vest S&P 500® Enh & Buffer C MRACX -5.05 -0.96 -8.74 0.00 --- ---
Cboe Vest S&P 500® Enh & Buffer Instl MRAIX -5.02 -0.48 -8.52 0.68 --- ---
Cboe Vest S&P 500® Enh & Buffer Inv MRALX -4.92 -0.19 -8.51 0.87 --- ---
Cboe Vest S&P 500® Enh & Buffer Y MRAYX -4.89 0.38 -8.38 1.45 --- ---
Neuberger Berman Hedged Option Prm A NHOAX 1.39 -3.78 -2.09 -3.72 --- ---
Neuberger Berman Hedged Option Prm C NHOCX 1.31 -4.44 -2.29 -4.44 --- ---
Neuberger Berman Hedged Option Prm Instl NHOIX 1.43 -3.44 -2.00 -3.33 --- ---
Neuberger Berman Hedged Option Prm R6 NHORX 1.43 -3.39 -1.98 -3.30 --- ---
Glenmede Global Secured Options NOVIX -6.87 -5.37 -7.97 -4.59 1.96 0.62
Neuberger Berman US Eq Idx PtWrtStrt A NUPAX -2.58 -2.58 -4.88 -2.07 --- ---
Neuberger Berman US Eq Idx PtWrtStrt C NUPCX -2.61 -3.20 -5.05 -2.82 --- ---
Neuberger Berman US Eq Idx PtWrtStrtInst NUPIX -2.49 -2.17 -4.73 -1.67 --- ---
Neuberger Berman US Eq Idx PtWrtStrt R6 NUPRX -2.58 -2.21 -4.79 -1.70 --- ---
Princeton Premium A PPFAX -3.70 -7.86 -6.19 -7.29 --- ---
Princeton Premium I PPFIX -3.68 -7.65 -6.16 -7.08 --- ---
Russell Inv Strategic Call Overwrtg S ROWSX -4.43 -3.45 -6.88 -2.50 6.80 5.11
Crossmark Steward Cov Call Inc A SCJAX -4.73 -0.77 -5.91 --- --- ---
Crossmark Steward Cov Call Inc C SCJCX -4.80 -1.00 -5.88 --- --- ---
Crossmark Steward Cov Call Inc Instl SCJIX -4.73 -0.57 -5.86 --- --- ---
Crossmark Steward Cov Call Inc R6 SCJKX -4.81 -1.05 -5.90 --- --- ---
Swan Defined Risk US Small Cap A SDCAX -3.80 -6.18 -10.88 -5.48 --- ---
Swan Defined Risk US Small Cap C SDCCX -3.80 -6.77 -11.01 -6.14 --- ---
Swan Defined Risk US Small Cap I SDCIX -3.78 -5.92 -10.83 -5.22 --- ---
Swan Defined Risk Emerging Markets A SDFAX -0.72 -10.94 -2.93 -8.55 4.33 ---
Swan Defined Risk Emerging Markets C SDFCX -0.74 -11.52 -3.10 -9.19 3.53 ---
Swan Defined Risk Emerging Markets I SDFIX -0.72 -10.78 -2.91 -8.32 4.56 ---
Swan Defined Risk Foreign Developed A SDJAX -1.30 -9.85 -3.98 -8.84 --- ---
Swan Defined Risk Foreign Developed C SDJCX -1.42 -10.48 -4.13 -9.46 --- ---
Swan Defined Risk Foreign Developed I SDJIX -1.39 -9.66 -3.97 -8.62 --- ---
Swan Defined Risk A SDRAX -3.61 -5.32 -6.11 -4.21 3.64 2.57
Swan Defined Risk C SDRCX -3.68 -5.94 -6.23 -4.90 2.91 1.82
Swan Defined Risk I SDRIX -3.66 -5.07 -6.01 -4.05 3.90 2.83
Catalyst/Exceed Defined Shield A SHIEX -5.13 -1.77 -6.99 -1.11 5.05 ---
Catalyst/Exceed Defined Shield I SHIIX -5.01 -1.47 -6.94 -0.84 5.33 ---
Catalyst/Exceed Defined Shield C SHINX -5.10 -2.38 -7.16 -1.80 --- ---
USCA Premium Buy-Write Institutional SHLDX -1.63 1.06 -2.10 1.79 --- ---
Stadion Alternative Income C TACCX 2.37 0.00 1.61 0.38 1.63 ---
Stadion Alternative Income A TACFX 2.34 0.71 1.79 1.09 2.39 2.36
Stadion Alternative Income I TACSX 2.35 0.91 1.87 1.25 2.59 2.60
Covered Bridge A TCBAX -4.35 0.67 -4.21 2.05 7.27 5.24
Covered Bridge I TCBIX -4.36 0.86 -4.17 2.28 7.53 5.49
Touchstone Dynamic Equity A TDEAX -5.85 -6.67 -8.04 -5.51 1.22 3.36
Touchstone Dynamic Equity C TDECX -5.87 -7.32 -8.24 -6.17 0.47 2.58
Touchstone Dynamic Equity Instl TDELX -5.77 -6.35 -7.98 -5.16 1.55 3.68
Touchstone Dynamic Equity Y TDEYX -5.73 -6.31 -7.95 -5.10 1.58 3.69