Mutual Funds Performance

Years 3 5 10 All

Category Average Return
Ticker Fund                                                                              2021
YTD
202020192018
ADAVX Aberdeen Dynamic Dividend Fund                                                                              9.9%3.6%19.4%-10.1%
ADVDX Aberdeen Dynamic Dividend Fund                                                                              10.1%3.6%19.8%-9.6%
BABDX BlackRock Global Dividend Portfolio                                                                              -1.9%0.6%13.3%-10.7%
BCBDX BlackRock Global Dividend Portfolio                                                                              -2%0.6%13.3%-11.3%
BCGDX Blue Current Global Dividend Fund                                                                              12.9%5.3%23.3%-12.1%
BGIAX Brandes Global Equity Income Fund                                                                              0%-20.7%11.7%-8.7%
BGICX Brandes Global Equity Income Fund                                                                              0%-21.3%11.5%-8.6%
BGIIX Brandes Global Equity Income Fund                                                                              0%-21%11.6%-8%
BIBDX BlackRock Global Dividend Portfolio                                                                              -1.8%0.5%13.3%-10.5%
BKBDX BlackRock Global Dividend Portfolio                                                                              -1.8%0.5%13.4%-10.4%
CADPX Columbia Global Dividend Opportunity Fund                                                                              8.3%1.7%20%-12.8%
CAIBX American Funds Capital Income Builder                                                                              8.7%-0.5%13.4%-7%
CAIFX American Funds Capital Income Builder                                                                              8.8%-0.5%13.4%-6.9%
CFIHX American Funds Capital Income Builder                                                                              8.8%-0.5%13.4%-6.8%
CGOLX Columbia Global Dividend Opportunity Fund                                                                              8.3%1.7%20%-12.9%
CIBCX American Funds Capital Income Builder                                                                              8.7%-0.4%13.2%-7.8%
CIBFX American Funds Capital Income Builder                                                                              8.7%-0.5%13.3%-7.1%
CIRAX American Funds Capital Income Builder                                                                              8.6%-0.5%13.3%-7.1%
CIRCX American Funds Capital Income Builder                                                                              8.7%-0.4%13.1%-7.8%
CIREX American Funds Capital Income Builder                                                                              8.7%-0.5%13.3%-7.3%
CIRFX American Funds Capital Income Builder                                                                              8.7%-0.5%13.4%-6.9%
CLSYX Columbia Global Dividend Opportunity Fund                                                                              8.3%1.7%20.9%-12.8%
CSGRX Columbia Global Dividend Opportunity Fund                                                                              8.2%1.7%20.6%-13.4%
CSRCX Columbia Global Dividend Opportunity Fund                                                                              8.5%1.3%20.3%-13.8%
CSVAX Columbia Global Dividend Opportunity Fund                                                                              8.3%1.7%20.7%-13.2%
CSVFX Columbia Global Dividend Opportunity Fund                                                                              8.3%1.7%20.9%-13%
DEQAX Dreyfus Global Equity Income Fund                                                                              8.1%3.4%21.7%-5.8%
DEQCX Dreyfus Global Equity Income Fund                                                                              8.1%3.6%21.7%-6.5%
DEQYX Dreyfus Global Equity Income Fund                                                                              8.1%3.3%21.5%-5.5%
DQEIX Dreyfus Global Equity Income Fund                                                                              8.1%3.2%21.4%-5.6%
EADIX Eaton Vance Tax-Managed Global Dividend Income Fund                                                                              14.6%10.2%24.9%-11.4%
ECDIX Eaton Vance Tax-Managed Global Dividend Income Fund                                                                              14.5%10.3%25%-12.2%
EIDIX Eaton Vance Tax-Managed Global Dividend Income Fund                                                                              14.5%10.2%25.3%-11.3%
ETADX Eventide Global Dividend Opportunities Fund                                                                              17%23.6%24.3%-10.7%
ETCDX Eventide Global Dividend Opportunities Fund                                                                              16.8%23.4%24.2%-11.2%
ETIDX Eventide Global Dividend Opportunities Fund                                                                              17%23.7%24.4%-10.4%
ETNDX Eventide Global Dividend Opportunities Fund                                                                              17%23.6%24.4%-10.6%
FBLYX Fidelity Advisor Global Equity Income Fund                                                                              11.3%12.5%29%-11.4%
FBUSX Fidelity Advisor Global Equity Income Fund                                                                              11.4%12.4%29%-11.2%
FGABX Fidelity Advisor Global Equity Income Fund                                                                              11.4%12.5%28.9%-11.6%
FGILX Fidelity Global Equity Income Fund                                                                              11.5%10.7%28.1%-10.9%
FGTNX Fidelity Advisor Global Equity Income Fund                                                                              11.1%12.4%28.8%-12.1%
GACCX Gabelli Global Rising Income and Dividend Fund                                                                              14.6%10.8%13.4%-14.7%
GADGX Goldman Sachs Enhanced Dividend Global Equity Portfolio                                                                              12.8%6%14.2%-8.6%
GAFPX Goldman Sachs Enhanced Dividend Global Equity Portfolio                                                                              12.9%6%14.2%-7.9%
GAGAX Gabelli Global Rising Income and Dividend Fund                                                                              14.5%10.9%13.8%-14%
GAGCX Gabelli Global Rising Income and Dividend Fund                                                                              14.5%10.9%13.8%-14%
GAGIX Gabelli Global Rising Income and Dividend Fund                                                                              14.6%10.9%13.9%-13.4%
GDGIX Sit Global Dividend Growth Fund                                                                              14%14.6%24.6%-9.6%
GDGSX Sit Global Dividend Growth Fund                                                                              13.9%14.7%24.6%-10%
GIDGX Goldman Sachs Enhanced Dividend Global Equity Portfolio                                                                              12.9%6%14.3%-8.3%
GRGDX Goldman Sachs Enhanced Dividend Global Equity Portfolio                                                                              12.9%6%14.3%-7.7%
GVDCX Federated Global Strategic Value Dividend Fund                                                                              1.8%-9.2%19.1%-11.2%
GVDIX Federated Global Strategic Value Dividend Fund                                                                              1.6%-9.4%19.7%-10.4%
GVDLX Federated Global Strategic Value Dividend Fund                                                                              1.8%-9.2%19.5%-10.4%
GVDSX Federated Global Strategic Value Dividend Fund                                                                              1.8%-9.2%19.4%-10.6%
HADUX Horizon Active Dividend Fund                                                                              13%-5.4%14.2%-8.6%
HFQAX Janus Henderson Global Equity Income Fund                                                                              3.9%-6.2%12.6%-15.9%
HFQCX Janus Henderson Global Equity Income Fund                                                                              3.8%-6.7%12.7%-16.5%
HFQDX Janus Henderson Global Equity Income Fund                                                                              3.9%-6.5%12.6%-15.7%
HFQIX Janus Henderson Global Equity Income Fund                                                                              4.1%-6.5%12.7%-15.7%
HFQRX Janus Henderson Global Equity Income Fund                                                                              4.1%-6.5%12.7%-15.6%
HFQSX Janus Henderson Global Equity Income Fund                                                                              4%-6.7%12.7%-16%
HFQTX Janus Henderson Global Equity Income Fund                                                                              3.9%-6.5%12.6%-15.7%
HGDIX AAM/HIMCO Global Enhanced Dividend Fund                                                                              10.6%-24.2%14.3%-8.8%
HNDDX Horizon Active Dividend Fund                                                                              13%-5.5%14.2%-8.5%
IAGEX Voya Global Equity Dividend Fund                                                                              0%-11%17.4%-12.1%
IBIAX Ivy Global Equity Income Fund                                                                              8.4%0.2%19.2%-10.2%
IBIBX Ivy Global Equity Income Fund                                                                              8.3%0.3%19%-10.8%
IBICX Ivy Global Equity Income Fund                                                                              8.3%0.2%18.9%-10.8%
IBIEX Ivy Global Equity Income Fund                                                                              8.3%0.2%19.3%-11.5%
IBIIX Ivy Global Equity Income Fund                                                                              8.4%0.2%19.3%-10%
IBIYX Ivy Global Equity Income Fund                                                                              8.3%0.2%19.2%-10.1%
ICGEX Voya Global Equity Dividend Fund                                                                              0%-10.9%17.5%-12.8%
IGEIX Voya Global Equity Dividend Fund                                                                              0%-10.9%17.4%-11.9%
IGEWX Voya Global Equity Dividend Fund                                                                              0%-10.7%17.8%-11.9%
IICNX Ivy Global Equity Income Fund                                                                              8.4%0.2%19.4%-9.8%
IYGEX Ivy Global Equity Income Fund                                                                              8.3%0.2%19.1%-10.4%
JDGTX Janus Henderson Global Income Managed Volatility Fund                                                                              9%-0.6%12.7%-3%
JGDAX Janus Henderson Global Income Managed Volatility Fund                                                                              9%-0.6%12.6%-3%
JGDCX Janus Henderson Global Income Managed Volatility Fund                                                                              9.1%-0.6%12.4%-3.7%
JGDDX Janus Henderson Global Income Managed Volatility Fund                                                                              9%-0.6%12.6%-2.8%
JGDIX Janus Henderson Global Income Managed Volatility Fund                                                                              9%-0.6%12.6%-2.7%
JGDSX Janus Henderson Global Income Managed Volatility Fund                                                                              9%-0.8%12.7%-3.1%
JGGNX Janus Henderson Global Income Managed Volatility Fund                                                                              9.2%-0.6%12.6%-2.6%
LDIFX QS Global Dividend Fund                                                                              12.3%-0.5%11.4%-4.3%
LDIGX QS Global Dividend Fund                                                                              12.3%1.1%11.4%-4.8%
LGDAX QS Global Dividend Fund                                                                              12.1%-0.5%11.3%-4.6%
LGDCX QS Global Dividend Fund                                                                              12.3%-0.4%11.6%-5.3%
LMQSX QS Global Dividend Fund                                                                              11.5%-0.5%11.3%-4.8%
LTTMX QS Global Dividend Fund                                                                              12.4%-0.5%11.3%-4.4%
MSTGX Morningstar Global Income Fund                                                                              6.1%0.6%15%-4.5%
NQGAX Nuveen NWQ Global Equity Income Fund                                                                              15%-2%20.5%-14.6%
NQGCX Nuveen NWQ Global Equity Income Fund                                                                              14.7%-1.9%20.5%-15.2%
NQGIX Nuveen NWQ Global Equity Income Fund                                                                              15.1%-1.9%20.5%-14.4%
NQGRX Nuveen NWQ Global Equity Income Fund                                                                              18.4%-1.9%20.5%-14.8%
NUGAX Nuveen Santa Barbara Global Dividend Growth Fund                                                                              11%1.8%23.2%-9.2%
NUGCX Nuveen Santa Barbara Global Dividend Growth Fund                                                                              10.9%1.8%23.2%-9.9%
NUGIX Nuveen Santa Barbara Global Dividend Growth Fund                                                                              11%1.8%23.2%-9%
NUGRX Nuveen Santa Barbara Global Dividend Growth Fund                                                                              11.2%1.8%23.2%-9.4%
PIPTX Virtus KAR Global Quality Dividend Fund                                                                              10.1%-8.9%19.4%-5.3%
PPTAX Virtus KAR Global Quality Dividend Fund                                                                              9.9%-8.8%19.4%-5.6%
PPTCX Virtus KAR Global Quality Dividend Fund                                                                              9.1%-8.7%19.4%-6.3%
QDVAX EquityCompass Quality Dividend Fund                                                                              15.8%-5.8%12.8%-5.6%
QDVCX EquityCompass Quality Dividend Fund                                                                              15.8%-5.7%12.8%-6.4%
QDVIX EquityCompass Quality Dividend Fund                                                                              15.9%-5.8%12.7%-5.4%
RCEEX American Funds Capital Income Builder                                                                              8.7%-0.5%13.2%-7.5%
RFIDX Ranger Quest for Income & Growth Fund                                                                              0%-27%22.2%-8.9%
RFTDX Ranger Quest for Income & Growth Fund                                                                              0%-20.4%21.8%-9.2%
RIRAX American Funds Capital Income Builder                                                                              8.7%-0.5%13.2%-7.8%
RIRBX American Funds Capital Income Builder                                                                              8.5%-0.5%13.1%-7.8%
RIRCX American Funds Capital Income Builder                                                                              8.7%-0.5%13.3%-7.4%
RIREX American Funds Capital Income Builder                                                                              8.7%-0.5%13.3%-7.1%
RIRFX American Funds Capital Income Builder                                                                              8.6%-0.5%13.4%-6.8%
RIRGX American Funds Capital Income Builder                                                                              8.8%-0.5%13.4%-6.7%
RIRHX American Funds Capital Income Builder                                                                              8.6%-0.5%13.4%-6.9%
SEQAX Guggenheim World Equity Income Fund                                                                              16.3%4.1%18%-8.7%
SEQPX Guggenheim World Equity Income Fund                                                                              16.3%4.2%17.9%-8.7%
SEWIX Guggenheim World Equity Income Fund                                                                              15.9%4.1%17.7%-8.4%
SFGCX Guggenheim World Equity Income Fund                                                                              16.3%4.1%17.8%-9.4%
SGIDX Steward Global Equity Income Fund                                                                              12.6%5.5%15.6%-8.1%
SGIFX Steward Global Equity Income Fund                                                                              12.7%953%-30%-8.9%
SGIGX Steward Global Equity Income Fund                                                                              12.4%957.1%-33.1%-8.9%
SGISX Steward Global Equity Income Fund                                                                              12.4%5.7%15.4%-7.8%
TBHDX Tweedy, Browne Worldwide High Dividend Yield Value Fund                                                                              7.3%-11.9%5.8%-5.8%
UGEIX USAA Global Equity Income Fund                                                                              13.1%3.9%13.2%-8.2%
UIGEX USAA Global Equity Income Fund                                                                              11.4%3.8%13.3%-8.2%