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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 FundDerivative Income, S&P 500Feb 24, 20160.44%
-1.32%
7.85%
12.32%
58
Invesco Income Advantage U.S. FundDerivative IncomeMar 30, 20061.05%
-2.46%
6.93%
6.34%
48
Crossmark Steward Covered Call Income FundDerivative IncomeDec 13, 20171.00%
-4.56%
10.38%
32
The Covered Bridge FundDerivative IncomeSep 30, 20131.40%
2.19%
7.08%
8.66%
43
USCF Gold Strategy Plus Income FundGold, Derivative IncomeNov 2, 20210.45%
6.67%
25.81%
72
BlackRock Enhanced Capital and Income FundDerivative IncomeApr 30, 20040.90%
-4.07%
8.61%
2.60%
12

Rows per page

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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.

0%Annualized Volatility0%Annualized Return

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