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
- 26
- Avg. Expense Ratio
- 1.05%
- Avg. Yield
- 3.83%
- Avg. 1 Year Return
- 14.71%
- Median Risk/Return Score
- 69 / 100
The Best Options Trading Mutual Funds
24 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Swan Defined Risk Growth Fund | Options Trading | Dec 26, 2018 | 1.40% | 6.60% | — | 0.00% | 51 | ||||||||
| Swan Defined Risk Fund | Options Trading | Jul 29, 2012 | 1.18% | 6.43% | 5.77% | 9.91% | 69 | ||||||||
| Catalyst Buffered Shield Fund | Options Trading | Apr 13, 2015 | 1.23% | 4.69% | 7.39% | 2.88% | 83 | ||||||||
| North SquareTrilogy Alternative Return Fund | Options Trading | Apr 1, 2012 | 1.38% | -0.01% | 1.71% | 4.69% | 16 |
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 (92).
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 | 92 | — | Sep 2010 | |
| Parametric Volatility Risk Premium - Defensive Fun... | 90 | — | Feb 2017 | |
| Easterly Hedged Equity Fund | 90 | — | Jul 2015 | |
| Glenmede Secured Options Portfolio | 87 | — | Jun 2010 |
Best-Performing Options Trading Mutual funds Over 5 Years
The top Options Trading Mutual funds is BPRLX (12.13%).
Across the lineup, Options Trading Mutual funds show an average 1-year return of 14.71% and an average 5-year return of 7.33%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Beacon Planned Return Strategy Fund | 12.13% | — | Oct 2017 | |
| Easterly Hedged Equity Fund | 10.76% | — | Jul 2015 | |
| Parametric Volatility Risk Premium - Defensive Fun... | 10.10% | — | Feb 2017 | |
| Gateway Equity Call Premium Fund | 9.65% | — | Sep 2014 | |
| Ironclad Managed Risk Fund | 9.59% | — | Oct 2010 |
Lowest-Cost Options Trading Mutual funds
The top Options Trading Mutual funds is EIVPX (0.47%).
With an average expense ratio of 1.05%, 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 (14.31%).
Across the lineup, Options Trading Mutual funds show an average dividend yield of 3.83%, 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 | 14.31% | — | Apr 2016 | |
| Beacon Planned Return Strategy Fund | 11.92% | — | Oct 2017 | |
| Swan Defined Risk Fund | 9.91% | — | Jul 2012 | |
| Rational Tactical Return Fund | 8.91% | — | Apr 2007 | |
| Glenmede Secured Options Portfolio | 6.89% | — | Jun 2010 |
Top Mutual funds Categories
Target Retirement Date · 675 Mutual fundsDiversified Portfolio · 554 Mutual fundsMunicipal Bonds · 505 Mutual fundsForeign Large Cap Equities · 447 Mutual fundsLarge Cap Growth Equities · 433 Mutual fundsLarge Cap Blend Equities · 411 Mutual fundsLarge Cap Value Equities · 337 Mutual fundsGlobal Equities · 261 Mutual fundsHigh Yield Bonds · 208 Mutual fundsSmall Cap Blend Equities · 178 Mutual fundsEmerging Markets Diversified · 174 Mutual fundsSmall Cap Growth Equities · 174 Mutual fundsMid Cap Growth Equities · 168 Mutual fundsShort-Term Bond · 139 Mutual fundsIntermediate Core-Plus Bond · 134 Mutual fundsMid Cap Blend Equities · 132 Mutual fundsSmall Cap Value Equities · 131 Mutual fundsMid Cap Value Equities · 115 Mutual fundsREIT · 115 Mutual fundsIntermediate Core Bond · 107 Mutual fundsTotal Bond Market · 104 Mutual fundsMultisector Bonds · 103 Mutual fundsForeign Small & Mid Cap Equities · 101 Mutual fundsGovernment Bonds · 100 Mutual fundsEnergy Equities · 88 Mutual fundsGlobal Allocation · 86 Mutual fundsEmerging Markets Bonds · 83 Mutual fundsTactical Allocation · 81 Mutual fundsTechnology Equities · 80 Mutual fundsGlobal Bonds · 75 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
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