Options-based: Total Returns

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Data through 9/17/2019. 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 2.39 10.44 2.28 1.25 5.10 3.51
Arin Large Cap Theta Advisor AVOAX 1.07 0.82 0.92 -4.22 -0.63 0.56
Arin Large Cap Theta Institutional AVOLX 1.17 1.16 1.02 -3.76 -0.23 0.97
AllianzGI Structured Return A AZIAX 1.51 5.06 1.57 2.74 3.83 3.76
AllianzGI Structured Return C AZICX 1.44 4.45 1.38 1.97 3.03 2.97
AllianzGI Structured Return Instl AZIIX 1.50 5.24 1.62 3.03 4.12 4.03
AllianzGI Structured Return P AZIPX 1.45 5.15 1.57 2.90 4.05 3.96
AllianzGI Structured Return R6 AZIRX 1.50 5.33 1.63 3.06 --- ---
AllianzGI US Equity-Hedged A AZUAX 3.22 12.75 3.82 2.34 7.26 4.35
AllianzGI US Equity-Hedged C AZUCX 3.19 12.17 3.63 1.57 6.47 3.56
AllianzGI US Equity-Hedged Instl AZUIX 3.22 12.91 3.80 2.56 7.53 4.59
AllianzGI US Equity-Hedged P AZUPX 3.24 12.88 3.79 2.48 7.42 4.48
Beacon Accelerated Return Strategy Instl BARLX 4.19 22.60 4.40 6.27 --- ---
Beacon Accelerated Return Strategy A BARTX 4.21 22.41 4.31 5.96 --- ---
Soundwatch Hedged Equity Instl BHHEX 2.44 11.64 2.56 -0.07 --- ---
Beacon Planned Return Strategy Instl BPRLX 2.65 14.32 2.55 6.47 --- ---
Beacon Planned Return Strategy A BPRTX 2.56 14.13 2.46 6.17 --- ---
Bridgeway Managed Volatility BRBPX 3.04 9.80 2.21 1.73 4.77 3.34
Belmont Theta Income Institutional BTIFX -0.20 -0.55 0.45 -1.04 --- ---
CBOE Vest S&P 500® Buffer Strategy A BUAGX 2.46 12.01 2.80 3.73 --- ---
CBOE Vest S&P 500® Buffer Strategy C BUCGX 2.33 11.39 2.58 2.33 --- ---
CBOE Vest S&P 500® Buffer Strategy Instl BUIGX 2.45 12.27 2.87 3.98 8.05 ---
CBOE Vest S&P 500® Buffer Strategy Inv BUMGX 2.47 12.06 2.81 3.75 --- ---
CBOE Vest S&P 500® Buffer Strategy Y BUYGX 2.45 12.34 2.87 4.15 --- ---
Main BuyWrite I BUYWX 1.95 9.60 1.01 -2.26 3.44 ---
Calamos Hedged Equity A CAHEX 1.90 10.01 2.25 3.32 6.96 ---
Calamos Hedged Equity C CCHEX 1.92 9.48 2.10 2.63 6.24 ---
Calamos Hedged Equity I CIHEX 1.96 10.29 2.40 3.67 7.30 ---
Catalyst/Exceed Defined Risk A CLPAX 2.54 14.59 2.73 4.70 8.52 3.71
Catalyst/Exceed Defined Risk C CLPCX 2.36 13.91 2.46 3.87 7.62 2.86
Catalyst/Exceed Defined Risk I CLPFX 2.52 14.70 2.80 4.89 8.71 3.93
Camelot Premium Return A CPRFX 7.22 22.71 1.59 -3.43 5.75 2.99
Camelot Premium Return I CPRIX 7.22 22.88 1.67 -3.17 --- ---
MAI Managed Volatility Investor DIVPX 1.98 12.66 2.63 3.90 6.51 4.37
Parametric Volatil Risk Prm-Defensv Insl EIVPX 2.40 10.54 2.21 2.44 --- ---
CBOE Vest S&P 500® Enhanced Gr Strat A ENGAX 3.94 23.17 4.46 6.10 --- ---
CBOE Vest S&P 500® Enhanced Gr Strat C ENGCX 3.87 22.31 4.30 5.17 --- ---
CBOE Vest S&P 500® Enhanced Gr StratInst ENGIX 3.99 23.29 4.50 6.22 --- ---
CBOE Vest S&P 500® Enhanced Gr Strat Inv ENGLX 3.94 23.01 4.45 6.01 --- ---
CBOE Vest S&P 500® Enhanced Gr Strat Y ENGYX 3.98 23.34 4.58 6.46 --- ---
Cullen Enhanced Equity Income C ENHCX 4.19 9.84 0.75 1.31 5.54 ---
Cullen Enhanced Equity Income I ENHNX 4.28 10.54 0.90 2.23 6.59 ---
Cullen Enhanced Equity Income Retail ENHRX 4.20 10.35 0.94 1.98 6.31 ---
Equable Shares Small Cap Fund EQSIX 3.88 8.59 3.76 -9.46 --- ---
First Investors Hedged US Eq Opps A FHEJX 1.88 17.45 2.72 6.60 8.90 ---
First Investors Hedged US Eq Opps Adv FHEKX 1.94 17.79 2.86 6.99 9.29 ---
First Investors Hedged US Eq Opps Instl FHELX 1.94 17.83 2.85 7.06 9.40 ---
First Investors Premium Income A FPIKX 1.39 7.32 1.24 2.55 --- ---
First Investors Premium Income Advisor FPILX 1.49 7.49 1.29 2.87 --- ---
First Investors Premium Income Instl FPIMX 1.46 7.75 1.42 3.10 --- ---
First Investors Covered Call Strat A FRCCX 3.05 16.24 3.37 1.50 5.92 ---
First Investors Covered Call Strat Adv FRCDX 2.97 16.32 3.31 1.63 6.19 ---
First Investors Covered Call Strat Instl FRCEX 3.08 16.66 3.42 1.90 6.40 ---
Gateway A GATEX 2.00 7.21 1.85 -0.43 4.89 3.85
Gateway Equity Call Premium A GCPAX 2.71 11.12 2.58 0.86 6.77 ---
Gateway Equity Call Premium C GCPCX 2.55 10.39 2.30 0.05 5.98 ---
Gateway Equity Call Premium N GCPNX 2.71 11.20 2.57 1.04 --- ---
Gateway Equity Call Premium Y GCPYX 2.71 11.26 2.56 1.07 7.04 ---
Glenmede Secured Options Institutional GLSOX 2.48 14.07 3.06 0.77 --- ---
Gateway C GTECX 1.95 6.68 1.66 -1.18 4.10 3.07
Gateway N GTENX 2.03 7.46 1.92 -0.13 --- ---
Gateway Y GTEYX 2.03 7.41 1.91 -0.18 5.14 4.10
Glenmede Secured Options GTSOX 2.41 13.76 2.91 0.54 5.83 5.28
Catalyst Hedged Futures Strategy A HFXAX -0.89 -0.51 -2.38 -1.76 -10.47 -4.05
Catalyst Hedged Futures Strategy C HFXCX -1.06 -1.06 -2.62 -2.62 -11.16 -4.78
Catalyst Hedged Futures Strategy I HFXIX -0.88 -0.25 -2.22 -1.61 -10.24 -3.82
AlphaCentric Premium Opportunity A HMXAX 1.88 11.52 1.94 14.34 --- ---
AlphaCentric Premium Opportunity C HMXCX 1.64 11.53 2.30 14.12 --- ---
AlphaCentric Premium Opportunity I HMXIX 1.86 11.73 2.02 14.58 --- ---
Rational Tactical Return A HRSAX 0.52 6.24 1.94 7.53 7.47 -2.34
Rational Tactical Return C HRSFX 0.53 5.52 1.78 6.81 6.71 ---
Rational Tactical Return Instl HRSTX 0.35 6.30 1.95 7.71 7.63 -2.27
Innovative Dividend Performers A INDPX 8.93 21.23 8.45 --- --- ---
Innovative Dividend Performers I IPDPX 8.99 21.94 8.54 --- --- ---
IPS Strategic Capital Absolute Ret Instl IPSAX 2.83 8.79 2.29 -1.30 4.79 ---
Rational Iron Horse A IRHAX 0.55 -2.60 -1.61 -0.87 1.55 1.19
Rational Iron Horse C IRHCX 0.55 -2.82 -1.67 -1.25 --- ---
Rational Iron Horse I IRHIX 0.66 -2.35 -1.54 -0.57 1.78 1.47
Ironclad Managed Risk IRONX 1.71 5.21 1.82 -0.21 4.00 2.94
James Alpha Managed Risk Domestic Eq A JDAEX 1.35 10.63 3.34 7.27 6.53 ---
James Alpha Managed Risk Domestic Eq C JDCEX 1.27 9.87 3.09 6.33 5.68 ---
James Alpha Managed Risk Domestic Eq I JDIEX 1.34 10.87 3.41 7.59 6.97 ---
James Alpha Managed Risk Domestic Eq S JDSEX 1.42 11.19 3.47 8.14 --- ---
James Alpha Mgd Risk Emerg Mkts Eq A JEAMX 3.79 3.03 1.92 2.43 2.93 ---
James Alpha Mgd Risk Emerg Mkts Eq C JECMX 3.75 2.60 1.84 1.74 2.16 ---
James Alpha Mgd Risk Emerg Mkts Eq I JEIMX 3.75 3.38 2.02 2.86 3.41 ---
JPMorgan Equity Premium Income A JEPAX 1.92 16.83 2.99 7.58 --- ---
JPMorgan Equity Premium Income C JEPCX 1.89 16.39 2.92 7.01 --- ---
JPMorgan Equity Premium Income I JEPIX 1.94 16.99 3.10 7.80 --- ---
JPMorgan Equity Premium Income R6 JEPRX 1.96 17.20 3.16 8.07 --- ---
JPMorgan Equity Premium Income R5 JEPSX 1.95 17.12 3.14 7.96 --- ---
James Alpha Mgd Risk Emerg Mkts Eq S JESMX 3.86 3.61 2.13 3.20 --- ---
JPMorgan Hedged Equity I JHEQX 2.89 9.34 3.54 3.90 8.90 6.34
JPMorgan Hedged Equity A JHQAX 2.90 9.12 3.43 3.69 8.63 6.07
JPMorgan Hedged Equity C JHQCX 2.87 8.78 3.34 3.17 8.08 5.54
JPMorgan Hedged Equity R5 JHQPX 2.94 9.46 3.57 4.08 9.09 6.53
JPMorgan Hedged Equity R6 JHQRX 2.94 9.50 3.59 4.19 9.15 6.58
JPMorgan International Hedged Equity A JIHAX 3.84 --- 3.28 --- --- ---
JPMorgan International Hedged Equity C JIHCX 3.85 --- 3.15 --- --- ---
JPMorgan International Hedged Equity I JIHIX 3.90 --- 3.35 --- --- ---
JPMorgan International Hedged Equity R6 JIHRX 3.90 --- 3.41 --- --- ---
JPMorgan International Hedged Equity R5 JIHYX 3.90 --- 3.34 --- --- ---
JHancock Disciplined Alt Yield A JTRAX 2.59 8.50 2.02 2.29 3.96 2.21
JHancock Disciplined Alt Yield C JTRCX 2.57 8.02 1.89 1.66 3.25 1.51
JHancock Disciplined Alt Yield I JTRIX 2.64 8.67 2.17 2.56 4.27 2.53
JHancock Disciplined Alt Yield R6 JTRRX 2.71 8.91 2.25 2.77 4.38 2.68
Leigh Baldwin Total Return LEBOX 0.00 0.85 0.13 1.50 0.07 -0.95
Theta Income Institutional LQTIX 0.14 4.69 1.23 0.23 2.45 2.32
MAI Managed Volatility Institutional MAIPX 1.95 12.84 2.65 4.11 6.75 4.62
M.D. Sass Equity Income Plus Instl MDEIX 4.10 13.35 2.32 2.45 4.64 2.41
M.D. Sass Equity Income Plus Inv MDEPX 4.01 13.13 2.17 2.18 4.34 2.07
Madison Covered Call & Equity Income A MENAX 5.35 9.81 4.76 -3.10 3.92 3.33
Madison Covered Call & Equity Income C MENCX 5.31 9.30 4.53 -3.86 3.14 2.54
Madison Covered Call & Equity Income R6 MENRX 5.40 10.12 4.83 -2.82 4.34 3.72
Madison Covered Call & Equity Income Y MENYX 5.46 10.09 4.75 -2.85 4.22 3.59
Neuberger Berman Hedged Option Prm A NHOAX 0.34 -0.04 -0.69 -4.64 --- ---
Neuberger Berman Hedged Option Prm C NHOCX 0.30 -0.56 -0.87 -5.33 --- ---
Neuberger Berman Hedged Option Prm Instl NHOIX 0.39 0.25 -0.55 -4.26 --- ---
Neuberger Berman Hedged Option Prm R6 NHORX 0.39 0.30 -0.57 -4.18 --- ---
Glenmede Global Secured Options NOVIX 2.13 13.29 2.13 -0.74 5.51 1.50
Neuberger Berman US Eq Idx PtWrtStrt A NUPAX 2.21 10.52 2.28 0.81 6.12 ---
Neuberger Berman US Eq Idx PtWrtStrt C NUPCX 2.14 9.89 2.02 0.09 5.31 ---
Neuberger Berman US Eq Idx PtWrtStrtInst NUPIX 2.21 10.80 2.37 1.22 6.49 ---
Neuberger Berman US Eq Idx PtWrtStrt R6 NUPRX 2.30 10.84 2.39 1.31 6.58 ---
Princeton Premium A PPFAX 0.00 6.33 0.47 1.92 --- ---
Princeton Premium I PPFIX 0.00 6.39 0.47 2.10 --- ---
Russell Inv Strategic Call Overwrtg S ROWSX 3.77 12.41 3.47 0.25 8.26 6.82
Crossmark Steward Cov Call Inc A SCJAX 1.67 12.32 2.20 1.89 --- ---
Crossmark Steward Cov Call Inc C SCJCX 3.41 13.70 3.73 3.18 --- ---
Crossmark Steward Cov Call Inc Instl SCJIX 3.43 14.39 3.97 3.98 --- ---
Crossmark Steward Cov Call Inc R6 SCJKX 3.43 13.94 3.97 3.23 --- ---
Swan Defined Risk Growth A SDAAX 3.29 16.65 3.56 --- --- ---
Swan Defined Risk Growth C SDACX 3.38 16.65 3.56 --- --- ---
Swan Defined Risk Growth I SDAIX 3.29 16.65 3.56 --- --- ---
Swan Defined Risk Growth Y SDAYX 3.28 16.95 3.64 --- --- ---
Swan Defined Risk US Small Cap A SDCAX 3.36 10.10 1.78 -5.96 4.07 ---
Swan Defined Risk US Small Cap C SDCCX 3.36 9.57 1.65 -6.63 3.33 ---
Swan Defined Risk US Small Cap I SDCIX 3.42 10.31 1.85 -5.69 4.35 ---
Swan Defined Risk US Small Cap Y SDCYX 3.50 10.58 2.02 --- --- ---
Swan Defined Risk Emerging Markets A SDFAX 2.49 -1.25 -1.77 -3.89 1.59 ---
Swan Defined Risk Emerging Markets C SDFCX 2.45 -1.82 -2.03 -4.57 0.82 ---
Swan Defined Risk Emerging Markets I SDFIX 2.59 -1.04 -1.75 -3.64 1.84 ---
Swan Defined Risk Emerging Markets Y SDFYX 2.58 -0.73 -1.65 --- --- ---
Swan Defined Risk Foreign Developed A SDJAX 2.74 4.88 0.50 -1.98 2.46 ---
Swan Defined Risk Foreign Developed C SDJCX 2.78 4.28 0.40 -2.58 1.71 ---
Swan Defined Risk Foreign Developed I SDJIX 2.84 5.08 0.60 -1.68 2.75 ---
Swan Defined Risk Foreign Developed Y SDJYX 2.84 5.29 0.69 --- --- ---
Swan Defined Risk A SDRAX 2.54 10.41 2.13 -1.04 4.51 2.44
Swan Defined Risk C SDRCX 2.50 9.87 1.93 -1.78 3.74 1.68
Swan Defined Risk I SDRIX 2.52 10.64 2.12 -0.82 4.77 2.69
Swan Defined Risk Y SDRYX 2.52 10.72 2.20 --- --- ---
Catalyst/Exceed Defined Shield A SHIEX 2.76 14.87 2.97 1.97 8.37 ---
Catalyst/Exceed Defined Shield I SHIIX 2.75 15.03 2.96 2.15 8.63 ---
Catalyst/Exceed Defined Shield C SHINX 2.70 14.20 2.81 1.28 --- ---
USCA Premium Buy-Write Institutional SHLDX 2.50 8.37 2.20 2.20 --- ---
Covered Bridge A TCBAX 6.44 13.66 3.95 2.95 7.81 5.25
Covered Bridge I TCBIX 6.46 13.86 4.04 3.25 8.09 5.52
Touchstone Dynamic Equity A TDEAX 1.23 8.41 0.65 -4.29 3.40 2.85
Touchstone Dynamic Equity C TDECX 1.06 7.77 0.42 -5.05 2.60 2.07
Touchstone Dynamic Equity Instl TDELX 1.21 8.70 0.76 -3.96 3.76 3.18
Touchstone Dynamic Equity Y TDEYX 1.22 8.60 0.70 -4.06 3.73 3.17
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