Options-based: Total Returns

Data through 7/16/2018. 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 0.48 1.11 2.52 4.57 4.00 4.85
Arin Large Cap Theta Advisor AVOAX 0.35 -2.39 0.55 -1.20 1.06 ---
Arin Large Cap Theta Institutional AVOLX 0.28 -2.25 0.58 -0.87 1.43 ---
AllianzGI Structured Return A AZIAX 0.82 0.69 2.44 2.96 3.13 4.26
AllianzGI Structured Return C AZICX 0.79 0.26 2.26 2.13 2.35 3.48
AllianzGI Structured Return Instl AZIIX 0.81 0.88 2.48 3.25 3.40 4.53
AllianzGI Structured Return P AZIPX 0.82 0.82 2.51 3.14 3.35 4.45
AllianzGI Structured Return R6 AZIRX 0.88 0.88 2.56 3.27 --- ---
AllianzGI US Equity-Hedged A AZUAX 0.66 0.16 3.44 6.62 4.42 5.64
AllianzGI US Equity-Hedged C AZUCX 0.63 -0.23 3.24 5.82 3.64 4.86
AllianzGI US Equity-Hedged Instl AZUIX 0.70 0.32 3.45 6.89 4.68 5.90
AllianzGI US Equity-Hedged P AZUPX 0.67 0.22 3.43 6.74 4.56 5.79
Beacon Accelerated Return Strategy Instl BARLX 1.02 5.11 5.21 --- --- ---
Beacon Accelerated Return Strategy A BARTX 0.93 --- --- --- --- ---
Soundwatch Core Hedged Equity Instl BHHEX -0.28 -0.56 2.73 8.20 --- ---
Beacon Planned Return Strategy Instl BPRLX 0.67 3.24 2.94 --- --- ---
Beacon Planned Return Strategy A BPRTX 0.57 --- --- --- --- ---
Bridgeway Managed Volatility BRBPX 0.50 3.70 2.31 7.96 4.47 4.61
Belmont Theta Income Institutional BTIFX 0.54 --- --- --- --- ---
CBOE Vest S&P 500® Buffer Strategy Instl BUIGX 0.68 3.42 3.23 7.95 --- ---
CBOE Vest S&P 500® Buffer Strategy Inv BUMGX 0.60 3.25 3.16 7.69 --- ---
Main BuyWrite I BUYWX -0.09 3.86 3.01 7.58 --- ---
Calamos Hedged Equity Income A CAHEX 0.26 5.89 1.69 9.07 5.82 ---
Iron Equity Premium Income Investor CALIX -0.06 1.66 3.22 8.85 --- ---
Iron Equity Premium Income Institutional CALLX 0.03 1.92 3.40 9.18 --- ---
Calamos Hedged Equity Income C CCHEX 0.17 5.50 1.50 8.38 5.05 ---
Calamos Hedged Equity Income I CIHEX 0.35 6.14 1.83 9.57 6.14 ---
Catalyst/Exceed Defined Risk A CLPAX 0.88 3.43 3.01 6.67 -0.13 ---
Catalyst/Exceed Defined Risk C CLPCX 0.82 2.93 2.82 5.81 -1.00 ---
Catalyst/Exceed Defined Risk I CLPFX 0.88 3.51 3.09 6.91 0.02 ---
Camelot Premium Return C CPRCX 0.90 7.48 9.89 10.97 6.17 6.57
Camelot Premium Return A CPRFX 0.89 7.94 10.14 11.94 7.04 7.42
Camelot Premium Return I CPRIX 1.05 8.17 10.31 12.53 --- ---
MAI Managed Volatility Investor DIVPX 0.76 3.04 3.48 7.22 4.53 5.13
Parametric Volatil Risk Prm-Defensv Insl EIVPX 0.72 2.39 3.43 6.96 --- ---
CBOE Vest S&P 500® Enhanced Gr Strat A ENGAX 0.82 4.60 4.60 11.42 --- ---
CBOE Vest S&P 500® Enhanced Gr StratInst ENGIX 0.90 4.74 4.74 11.95 --- ---
CBOE Vest S&P 500® Enhanced Gr Strat Inv ENGLX 0.90 4.58 4.67 11.59 --- ---
Cullen Enhanced Equity Income C ENHCX 1.24 -2.51 1.54 0.92 --- ---
Cullen Enhanced Equity Income I ENHNX 1.38 -1.94 1.78 1.97 --- ---
Cullen Enhanced Equity Income Retail ENHRX 1.36 -2.02 1.77 1.80 --- ---
Eaton Vance Hedged Stock A EROAX 0.77 2.34 3.96 5.91 3.04 5.10
Eaton Vance Hedged Stock C EROCX 0.78 2.03 3.90 5.23 2.31 4.33
Eaton Vance Hedged Stock I EROIX 0.77 2.56 4.07 6.17 3.31 5.37
First Investors Hedged US Eq Opps A FHEJX 0.09 4.03 3.94 8.50 --- ---
First Investors Hedged US Eq Opps Adv FHEKX 0.09 4.19 4.00 8.85 --- ---
First Investors Hedged US Eq Opps Instl FHELX 0.00 4.18 4.00 8.93 --- ---
First Investors Covered Call Strat A FRCCX -0.91 -0.83 1.19 4.71 --- ---
First Investors Covered Call Strat Adv FRCDX -0.87 -0.70 1.24 5.06 --- ---
First Investors Covered Call Strat Instl FRCEX -0.79 -0.62 1.33 5.24 --- ---
Gateway A GATEX 1.04 1.57 3.19 5.44 5.07 5.19
Gateway Equity Call Premium A GCPAX 1.36 2.10 4.28 7.15 6.49 ---
Gateway Equity Call Premium C GCPCX 1.26 1.71 4.10 6.32 5.74 ---
Gateway Equity Call Premium N GCPNX 1.35 2.20 4.36 7.47 --- ---
Gateway Equity Call Premium Y GCPYX 1.34 2.18 4.34 7.42 6.78 ---
Glenmede Secured Options Institutional GLSOX 1.03 5.80 4.76 8.08 --- ---
Gateway C GTECX 0.96 1.13 2.97 4.61 4.28 4.39
Gateway N GTENX 1.05 1.72 3.24 5.72 --- ---
Gateway Y GTEYX 1.07 1.69 3.25 5.70 5.33 5.45
Glenmede Secured Options GTSOX 1.03 5.74 4.69 7.84 6.35 7.08
Catalyst Hedged Futures Strategy A HFXAX 1.13 0.50 1.77 -5.73 -5.92 ---
Catalyst Hedged Futures Strategy C HFXCX 1.04 0.13 1.57 -6.40 -6.62 ---
Catalyst Hedged Futures Strategy I HFXIX 1.12 0.74 1.87 -5.45 -5.67 ---
AlphaCentric Hedged Market Opportunity A HMXAX 0.73 -10.74 2.46 -8.99 --- ---
AlphaCentric Hedged Market Opportunity C HMXCX 0.67 -11.04 2.30 -9.64 --- ---
AlphaCentric Hedged Market Opportunity I HMXIX 0.78 -10.11 2.56 -8.21 --- ---
Rational Hedged Return A HRSAX 0.76 4.96 2.92 14.51 1.39 -1.87
Rational Hedged Return C HRSFX 0.76 4.55 2.72 13.92 --- ---
Rational Hedged Return Instl HRSTX 0.77 5.01 2.75 14.48 1.36 -1.79
IPS Strategic Capital Absolute Ret Instl IPSAX 0.48 1.15 2.62 9.62 --- ---
Rational Iron Horse A IRHAX -0.72 -3.02 -1.20 0.25 2.28 3.70
Rational Iron Horse C IRHCX -0.76 -3.27 -1.35 -0.27 --- ---
Rational Iron Horse I IRHIX -0.62 -2.86 -1.10 0.54 2.56 3.98
Ironclad Managed Risk IRONX 0.83 7.36 3.11 7.46 3.12 5.06
James Alpha Managed Risk Domestic Eq A JDAEX 0.28 3.77 2.38 6.62 --- ---
James Alpha Managed Risk Domestic Eq C JDCEX 0.19 3.31 2.22 5.82 --- ---
James Alpha Managed Risk Domestic Eq I JDIEX 0.28 3.84 2.46 6.93 --- ---
James Alpha Managed Risk Domestic Eq S JDSEX 0.37 4.32 2.65 --- --- ---
James Alpha Mgd Risk Emerg Mkts Eq A JEAMX 0.32 -1.55 -1.34 1.83 --- ---
James Alpha Mgd Risk Emerg Mkts Eq C JECMX 0.21 -1.98 -1.57 1.06 --- ---
James Alpha Mgd Risk Emerg Mkts Eq I JEIMX 0.31 -1.23 -1.23 2.34 --- ---
James Alpha Mgd Risk Emerg Mkts Eq S JESMX 0.31 -1.13 -1.23 --- --- ---
JPMorgan Hedged Equity I JHEQX 0.88 2.67 3.84 8.00 7.03 ---
JPMorgan Hedged Equity A JHQAX 0.87 2.55 3.79 7.75 6.76 ---
JPMorgan Hedged Equity C JHQCX 0.86 2.27 3.69 7.21 6.25 ---
JPMorgan Hedged Equity R5 JHQPX 0.93 2.76 3.83 8.18 7.23 ---
JPMorgan Hedged Equity R6 JHQRX 0.94 2.84 3.90 8.29 7.29 ---
JHancock Redwood A JTRAX 0.73 2.62 2.24 5.08 2.25 ---
JHancock Redwood C JTRCX 0.66 2.20 2.01 4.40 1.54 ---
JHancock Redwood I JTRIX 0.72 2.77 2.30 5.50 2.57 ---
JHancock Redwood R6 JTRRX 0.72 2.84 2.28 5.56 2.68 ---
CBOE Vest S&P 500 Dv Arst Trgt Inc A KNGAX -0.08 -0.27 1.35 --- --- ---
CBOE Vest S&P 500 Dv Arst Trgt Inc C KNGCX -0.12 -0.68 1.22 --- --- ---
CBOE Vest S&P 500 Dv Arst Trgt Inc Instl KNGIX -0.10 -0.23 1.43 --- --- ---
CBOE Vest S&P 500 Dv Arst Trgt Inc Inv KNGLX 0.09 -0.24 1.52 --- --- ---
RAISE Core Tactical I KRCTX 0.74 4.23 4.63 4.36 --- ---
Leigh Baldwin Total Return LEBOX -0.12 0.14 0.17 0.73 -1.41 -0.60
LS Theta Institutional LQTIX -0.21 -2.42 1.39 -0.66 2.75 ---
LS Theta Investor LQTVX -0.26 -2.56 1.32 -0.92 2.49 ---
MAI Managed Volatility Institutional MAIPX 0.87 3.21 3.56 7.48 4.82 5.35
M.D. Sass Equity Income Plus Instl MDEIX -0.32 -1.44 2.19 0.88 1.19 4.28
M.D. Sass Equity Income Plus Inv MDEPX -0.43 -1.58 2.09 0.63 0.86 3.96
Madison Covered Call & Equity Income A MENAX 0.80 4.28 3.31 7.88 5.30 6.14
Madison Covered Call & Equity Income C MENCX 0.85 3.79 3.01 6.96 4.52 5.33
Madison Covered Call & Equity Income R6 MENRX 0.88 4.49 3.32 8.29 5.68 6.53
Madison Covered Call & Equity Income Y MENYX 0.89 4.42 3.35 8.12 5.56 6.41
Cboe Vest S&P 500® Enh & Buffer A MRAAX -0.72 5.36 2.04 --- --- ---
Cboe Vest S&P 500® Enh & Buffer C MRACX -0.82 4.89 1.86 --- --- ---
Cboe Vest S&P 500® Enh & Buffer Instl MRAIX -0.72 5.07 2.14 --- --- ---
Cboe Vest S&P 500® Enh & Buffer Inv MRALX -0.72 5.36 2.04 --- --- ---
Cboe Vest S&P 500® Enh & Buffer Y MRAYX -0.72 5.74 2.22 --- --- ---
Neuberger Berman Hedged Option Prm A NHOAX 1.03 -2.04 2.63 -1.64 --- ---
Neuberger Berman Hedged Option Prm C NHOCX 0.98 -2.44 2.41 -2.37 --- ---
Neuberger Berman Hedged Option Prm Instl NHOIX 1.03 -1.87 2.71 -1.29 --- ---
Neuberger Berman Hedged Option Prm R6 NHORX 1.05 -1.84 2.74 -1.22 --- ---
Glenmede Global Secured Options NOVIX 0.18 2.70 3.28 7.87 2.74 3.35
Neuberger Berman US Eq Idx PtWrtStrt A NUPAX 0.73 0.77 3.49 4.35 --- ---
Neuberger Berman US Eq Idx PtWrtStrt C NUPCX 0.65 0.37 3.24 3.51 --- ---
Neuberger Berman US Eq Idx PtWrtStrtInst NUPIX 0.80 1.02 3.65 4.78 --- ---
Neuberger Berman US Eq Idx PtWrtStrt R6 NUPRX 0.72 0.96 3.57 4.75 --- ---
Princeton Premium A PPFAX 1.38 -3.47 3.73 -0.21 --- ---
Princeton Premium I PPFIX 1.47 -3.28 3.82 0.17 --- ---
Russell Inv Strategic Call Overwrtg S ROWSX 0.60 0.50 4.12 7.36 8.16 6.72
Crossmark Steward Cov Call Inc A SCJAX 0.59 3.46 3.31 --- --- ---
Crossmark Steward Cov Call Inc C SCJCX 0.68 3.29 3.29 --- --- ---
Crossmark Steward Cov Call Inc Instl SCJIX 0.68 3.61 3.34 --- --- ---
Crossmark Steward Cov Call Inc K SCJKX 0.68 3.26 3.30 --- --- ---
Swan Defined Risk US Small Cap A SDCAX 0.16 3.63 4.23 8.27 --- ---
Swan Defined Risk US Small Cap C SDCCX 0.16 3.26 4.04 7.48 --- ---
Swan Defined Risk US Small Cap I SDCIX 0.16 3.78 4.29 8.51 --- ---
Swan Defined Risk Emerging Markets A SDFAX -1.55 -6.12 -3.98 0.63 2.45 ---
Swan Defined Risk Emerging Markets C SDFCX -1.59 -6.42 -4.16 -0.16 1.68 ---
Swan Defined Risk Emerging Markets I SDFIX -1.54 -5.99 -3.95 0.82 2.70 ---
Swan Defined Risk Foreign Developed A SDJAX -1.41 -4.47 -1.51 0.20 --- ---
Swan Defined Risk Foreign Developed C SDJCX -1.43 -4.87 -1.71 -0.55 --- ---
Swan Defined Risk Foreign Developed I SDJIX -1.32 -4.28 -1.41 0.51 --- ---
Swan Defined Risk A SDRAX 0.71 -1.00 2.47 4.78 2.94 4.66
Swan Defined Risk C SDRCX 0.64 -1.41 2.27 4.04 2.17 3.89
Swan Defined Risk I SDRIX 0.70 -0.84 2.46 5.08 3.20 4.92
Catalyst/Exceed Defined Shield A SHIEX 0.58 3.25 3.45 10.04 6.35 ---
Catalyst/Exceed Defined Shield I SHIIX 0.57 3.43 3.53 10.36 6.62 ---
Catalyst/Exceed Defined Shield C SHINX 0.48 2.87 3.28 --- --- ---
USCA Premium Buy-Write Institutional SHLDX 0.40 1.86 2.57 4.58 --- ---
Stadion Alternative Income C TACCX 0.62 -2.21 0.30 -0.54 --- ---
Stadion Alternative Income A TACFX 0.68 -1.79 0.46 0.23 2.01 1.87
Stadion Alternative Income T TACRX 0.79 -1.66 0.58 --- --- ---
Stadion Alternative Income I TACSX 0.81 -1.57 0.59 0.53 2.25 2.15
Covered Bridge A TCBAX 1.40 3.31 2.49 9.20 7.02 ---
Covered Bridge I TCBIX 1.46 3.46 2.56 9.46 7.29 ---
Touchstone Dynamic Equity A TDEAX 1.12 1.62 2.32 7.92 5.34 6.29
Touchstone Dynamic Equity C TDECX 1.07 1.21 2.17 7.12 4.54 5.49
Touchstone Dynamic Equity Instl TDELX 1.15 1.83 2.46 8.32 5.68 6.62
Touchstone Dynamic Equity Y TDEYX 1.22 1.84 2.47 8.30 5.68 6.62
TCW/Gargoyle Dynamic 500 Collar N TFCNX 0.58 0.88 1.57 3.72 --- ---
TCW/Gargoyle Dynamic 500 Collar I TFCSX 0.48 0.97 1.57 3.92 --- ---
TCW | Gargoyle Dynamic 500 I TFDIX 0.59 2.04 3.18 7.41 --- ---
TCW | Gargoyle Dynamic 500 N TFDNX 0.50 1.87 3.10 7.14 --- ---
TCW | Gargoyle Hedged Value I TFHIX 0.00 -3.53 0.51 4.13 0.67 4.52
TCW | Gargoyle Hedged Value N TFHVX -0.10 -3.71 0.41 3.79 0.41 4.27
TCW/Gargoyle Dynamic 500 Market-Netrl N TFMNX 0.91 0.40 2.15 0.77 --- ---
TCW/Gargoyle Dynamic 500 Market-Netrl I TFMSX 0.91 0.60 2.25 1.08 --- ---
CBOE Vest Defined Distribution Strat A VDDAX 0.58 -5.78 1.40 -6.52 --- ---
CBOE Vest Defined Distribution Strat C VDDCX 0.14 -5.30 0.84 -6.35 --- ---
CBOE Vest Defined Distribution Strat Int VDDIX 0.24 -4.72 1.16 -5.38 --- ---
CBOE Vest Defined Distribution Strat Inv VDDLX 0.36 -4.84 1.16 -5.60 --- ---