The Best Derivative Income Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Derivative Income mutual funds.
Category is Derivative Income
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | Derivative Income, S&P 500 | Feb 24, 2016 | 0.44% | -1.32% | 7.85% | 12.32% | 58 | ||||||||
| Invesco Income Advantage U.S. Fund | Derivative Income | Mar 30, 2006 | 1.05% | -2.46% | 6.93% | 6.34% | 48 | ||||||||
| Crossmark Steward Covered Call Income Fund | Derivative Income | Dec 13, 2017 | 1.00% | -4.56% | — | 10.38% | 32 | ||||||||
| The Covered Bridge Fund | Derivative Income | Sep 30, 2013 | 1.40% | 2.19% | 7.08% | 8.66% | 43 | ||||||||
| USCF Gold Strategy Plus Income Fund | Gold, Derivative Income | Nov 2, 2021 | 0.45% | 6.67% | — | 25.81% | 72 | ||||||||
| BlackRock Enhanced Capital and Income Fund | Derivative Income | Apr 30, 2004 | 0.90% | -4.07% | 8.61% | 2.60% | 12 |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years