The Best Options Trading Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Options Trading mutual funds.
- Number of Funds
- 28
- Avg. Expense Ratio
- 1.04%
- Avg. Yield
- 4.36%
- Avg. 1 Year Return
- 14.36%
- Median Risk/Return Score
- 68 / 100
The Best Options Trading Mutual Funds
26 results
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | Derivative Income, Options Trading, Nasdaq-100, Large Cap Growth Equities, Actively Managed | Jan 30, 2007 | 0.89% | 12.49% | 13.04% | 8.07% | 64 | ||||||||
| Swan Defined Risk Growth Fund | Options Trading | Dec 26, 2018 | 1.40% | 6.92% | — | 0.00% | 55 | ||||||||
| Swan Defined Risk Fund | Options Trading | Jul 29, 2012 | 1.18% | 6.03% | 5.62% | 9.95% | 67 | ||||||||
| Catalyst Buffered Shield Fund | Options Trading | Apr 13, 2015 | 1.23% | 5.61% | 7.19% | 2.86% | 83 | ||||||||
| Columbia Seligman Premium Technology Growth Fund | Technology Equities, Options Trading, Actively Managed | Nov 24, 2009 | 1.12% | 41.62% | 22.46% | 5.32% | 90 | ||||||||
| North SquareTrilogy Alternative Return Fund | Options Trading | Apr 1, 2012 | 1.38% | -0.99% | 1.28% | 4.89% | 6 |
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
Best Options Trading Mutual funds by Risk/Return Score
The top Options Trading Mutual funds by PortfoliosLab Risk/Return Score are PPFIX (100) and MAIPX (95).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Princeton Premium Fund | 100 | — | Nov 2016 | |
| MAI Managed Volatility Fund | 95 | — | Sep 2010 | |
| Glenmede Secured Options Portfolio | 94 | — | Jun 2010 | |
| Parametric Volatility Risk Premium - Defensive Fun... | 91 | — | Feb 2017 | |
| Columbia Seligman Premium Technology Growth Fund | 90 | — | Nov 2009 |
Best-Performing Options Trading Mutual funds Over 5 Years
The top Options Trading Mutual funds is STK (19.71%).
Across the lineup, Options Trading Mutual funds show an average 1-year return of 14.36% and an average 5-year return of 7.61%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Columbia Seligman Premium Technology Growth Fund | 19.71% | — | Nov 2009 | |
| Beacon Planned Return Strategy Fund | 12.13% | — | Oct 2017 | |
| Easterly Hedged Equity Fund | 10.42% | — | Jul 2015 | |
| Parametric Volatility Risk Premium - Defensive Fun... | 9.72% | — | Feb 2017 | |
| Gateway Equity Call Premium Fund | 9.56% | — | Sep 2014 |
Lowest-Cost Options Trading Mutual funds
The top Options Trading Mutual funds is EIVPX (0.47%).
With an average expense ratio of 1.04%, Options Trading Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Parametric Volatility Risk Premium - Defensive Fun... | 0.47% | — | Feb 2017 | |
| JPMorgan Hedged Equity 2 Fund Class I | 0.60% | — | Feb 2021 | |
| JPMorgan Hedged Equity 3 Fund | 0.60% | — | Feb 2021 | |
| Gateway Equity Call Premium Fund | 0.68% | — | Sep 2014 | |
| Gateway Fund Class Y Shares | 0.70% | — | — |
Highest-Yield Options Trading Mutual funds
The top Options Trading Mutual funds is IPSAX (14.75%).
Across the lineup, Options Trading Mutual funds show an average dividend yield of 4.36%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| IPS Strategic Capital Absolute Return Fund | 14.75% | — | Apr 2016 | |
| Glenmede Secured Options Portfolio | 14.73% | — | Jun 2010 | |
| Beacon Planned Return Strategy Fund | 11.79% | — | Oct 2017 | |
| Swan Defined Risk Fund | 9.95% | — | Jul 2012 | |
| Rational Tactical Return Fund | 9.93% | — | Apr 2007 |
Top Mutual funds Categories
Target Retirement Date · 681 Mutual fundsDiversified Portfolio · 561 Mutual fundsMunicipal Bonds · 505 Mutual fundsForeign Large Cap Equities · 456 Mutual fundsLarge Cap Growth Equities · 432 Mutual fundsLarge Cap Blend Equities · 407 Mutual fundsLarge Cap Value Equities · 331 Mutual fundsGlobal Equities · 264 Mutual fundsEmerging Markets Equities · 219 Mutual fundsHigh Yield Bonds · 210 Mutual fundsSmall Cap Blend Equities · 179 Mutual fundsSmall Cap Growth Equities · 175 Mutual fundsMid Cap Growth Equities · 169 Mutual fundsShort-Term Bond · 144 Mutual fundsIntermediate Core-Plus Bond · 139 Mutual fundsMid Cap Blend Equities · 131 Mutual fundsSmall Cap Value Equities · 130 Mutual fundsMid Cap Value Equities · 115 Mutual fundsREIT · 114 Mutual fundsIntermediate Core Bond · 113 Mutual fundsMultisector Bonds · 107 Mutual fundsForeign Small & Mid Cap Equities · 101 Mutual fundsGovernment Bonds · 99 Mutual fundsEnergy Equities · 95 Mutual fundsTotal Bond Market · 91 Mutual fundsGlobal Allocation · 88 Mutual fundsDividend · 87 Mutual fundsTactical Allocation · 85 Mutual fundsEmerging Markets Bonds · 83 Mutual fundsTechnology Equities · 81 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
QQQX vs. QQQQQQX vs. QYLDQQQX vs. SCHDQQQX vs. QYLGQQQX vs. JEPISTK vs. SPYSTK vs. ADXSTK vs. BSTSTK vs. GGNSTK vs. QQQIRONX vs. RSBTIRONX vs. MTBAIRONX vs. RSSTIRONX vs. EQTIXIRONX vs. SHIIXJHQAX vs. DEFJHQAX vs. EZMJHQAX vs. DGTJHQAX vs. REMIXJHQAX vs. SWPPXEIVPX vs. GTEYXEIVPX vs. SPYEIVPX vs. LVHDEIVPX vs. VFMVEIVPX vs. LOWVJHQDX vs. JHEQXJHQDX vs. HELOJHQDX vs. JEPIJHQDX vs. SCHDJHQDX vs. SPYPPFIX vs. PHKPPFIX vs. PDOPPFIX vs. PCYPPFIX vs. VOOPPFIX vs. SDRIXGATEX vs. VIGGATEX vs. SMHGATEX vs. ^GSPCGATEX vs. STTIXGATEX vs. LSFYXJDIEX vs. JHEQXJDIEX vs. QQQHJDIEX vs. FTLSJDIEX vs. SCHGJDIEX vs. FEQHXCIHEX vs. HELOCIHEX vs. SPYCIHEX vs. CHICIHEX vs. HNDRXCIHEX vs. CIGEX