Mutual Funds Performance

Years 3 5 10 All

Category Average Return
Ticker Fund                                                                              2019
YTD
2018
2017
2016
ADAVX Aberdeen Dynamic Dividend Fund                                                                              10.7%-10.1%23%6.5%
ADVDX Aberdeen Dynamic Dividend Fund                                                                              11%-9.6%23.4%7.4%
AGCDX AMG Managers Guardian Capital Global Dividend Fund                                                                              0.6%-7%19.4%1.9%
AGCNX AMG Managers Guardian Capital Global Dividend Fund                                                                              0.6%-7%19.3%1.6%
BABDX BlackRock Global Dividend Portfolio                                                                              13.5%-10.7%19.5%5.7%
BCBDX BlackRock Global Dividend Portfolio                                                                              13.2%-11.3%18.6%4.9%
BCGDX Blue Current Global Dividend Fund                                                                              18.4%-12.1%19%9%
BGIAX Brandes Global Equity Income Fund                                                                              5.2%-8.7%19.6%14.6%
BGICX Brandes Global Equity Income Fund                                                                              5%-8.6%16.6%13.7%
BGIIX Brandes Global Equity Income Fund                                                                              5.2%-8%17.2%14.3%
BIBDX BlackRock Global Dividend Portfolio                                                                              13.5%-10.5%19.8%6%
BKBDX BlackRock Global Dividend Portfolio                                                                              13.6%-10.4%20%3.5%
CADPX Columbia Global Dividend Opportunity Fund                                                                              15.7%-12.8%20.4%6%
CAIBX American Funds Capital Income Builder                                                                              10%-7%14.3%6.9%
CAIFX American Funds Capital Income Builder                                                                              9.9%-6.9%14.5%7.1%
CFIHX American Funds Capital Income Builder                                                                              9.9%-6.8%12.8%0%
CGOLX Columbia Global Dividend Opportunity Fund                                                                              15.6%-12.9%20.2%5.2%
CIBCX American Funds Capital Income Builder                                                                              9.5%-7.8%13.3%6.1%
CIBFX American Funds Capital Income Builder                                                                              9.8%-7.1%14.1%5.9%
CIRAX American Funds Capital Income Builder                                                                              9.8%-7.1%14.1%6.9%
CIRCX American Funds Capital Income Builder                                                                              9.5%-7.8%13.3%6%
CIREX American Funds Capital Income Builder                                                                              9.7%-7.3%13.9%6.6%
CIRFX American Funds Capital Income Builder                                                                              9.8%-6.9%14.4%7.1%
CLSYX Columbia Global Dividend Opportunity Fund                                                                              16.1%-12.8%20.4%5.3%
CSGRX Columbia Global Dividend Opportunity Fund                                                                              15.8%-13.4%19.6%4.8%
CSRCX Columbia Global Dividend Opportunity Fund                                                                              15.6%-13.8%18.9%4.9%
CSVAX Columbia Global Dividend Opportunity Fund                                                                              16.3%-13.2%19.8%5.7%
CSVFX Columbia Global Dividend Opportunity Fund                                                                              16.1%-13%20.1%5.9%
CTVWX Columbia Global Dividend Opportunity Fund                                                                              0%-11.3%19.9%5%
DEQAX Dreyfus Global Equity Income Fund                                                                              16.3%-5.8%17.8%8%
DEQCX Dreyfus Global Equity Income Fund                                                                              16.3%-6.5%16.9%7.4%
DEQYX Dreyfus Global Equity Income Fund                                                                              16.3%-5.5%18.2%8.5%
DQEIX Dreyfus Global Equity Income Fund                                                                              16.7%-5.6%18.2%8.4%
EADIX Eaton Vance Tax-Managed Global Dividend Income Fund                                                                              15.5%-11.4%19.7%2.2%
EBDIX Eaton Vance Tax-Managed Global Dividend Income Fund                                                                              15.7%-12.2%18.9%1.4%
ECDIX Eaton Vance Tax-Managed Global Dividend Income Fund                                                                              15.6%-12.2%18.9%1.4%
EIDIX Eaton Vance Tax-Managed Global Dividend Income Fund                                                                              16%-11.3%20.5%2.5%
ETADX Eventide Global Dividend Opportunities Fund                                                                              15.6%-10.7%2.3%0%
ETCDX Eventide Global Dividend Opportunities Fund                                                                              15.6%-11.2%2.1%0%
ETIDX Eventide Global Dividend Opportunities Fund                                                                              15.7%-10.4%2.3%0%
ETNDX Eventide Global Dividend Opportunities Fund                                                                              15.7%-10.6%2.3%0%
FBLYX Fidelity Advisor Global Equity Income Fund                                                                              16.1%-11.4%21.3%3.1%
FBUSX Fidelity Advisor Global Equity Income Fund                                                                              15.7%-11.2%21.6%3.4%
FGABX Fidelity Advisor Global Equity Income Fund                                                                              15.6%-11.6%21%2.9%
FGILX Fidelity Global Equity Income Fund                                                                              15.2%-10.9%22.1%3.4%
FGTNX Fidelity Advisor Global Equity Income Fund                                                                              15.6%-12.1%20.5%2.3%
GACCX Gabelli Global Rising Income and Dividend Fund                                                                              9.3%-14.7%20%4.6%
GADGX Goldman Sachs Enhanced Dividend Global Equity Portfolio                                                                              12.3%-8.6%15.2%9.9%
GAFPX Goldman Sachs Enhanced Dividend Global Equity Portfolio                                                                              12.3%-7.9%0%0%
GAGAX Gabelli Global Rising Income and Dividend Fund                                                                              10.3%-14%20.9%5.4%
GAGCX Gabelli Global Rising Income and Dividend Fund                                                                              9.7%-14%20.9%5.4%
GAGIX Gabelli Global Rising Income and Dividend Fund                                                                              10.1%-13.4%21.7%5.8%
GAINX Guinness Atkinson Guinness Atkinson Dividend Builder Fund                                                                              14%-4.1%21.3%6%
GDGIX Sit Global Dividend Growth Fund                                                                              16%-9.6%19.8%5%
GDGSX Sit Global Dividend Growth Fund                                                                              16%-10%19.5%4.7%
GIDGX Goldman Sachs Enhanced Dividend Global Equity Portfolio                                                                              12.7%-8.3%15.8%10.4%
GRGDX Goldman Sachs Enhanced Dividend Global Equity Portfolio                                                                              12.4%-7.7%0%0%
GVDCX Federated Global Strategic Value Dividend Fund                                                                              9.7%-11.2%12%0%
GVDIX Federated Global Strategic Value Dividend Fund                                                                              10.2%-10.4%12.4%0%
GVDLX Federated Global Strategic Value Dividend Fund                                                                              10%-10.4%12.6%0%
GVDSX Federated Global Strategic Value Dividend Fund                                                                              10%-10.6%12.5%0%
HADUX Horizon Active Dividend Fund                                                                              10.4%-8.6%13.1%0%
HFQAX Janus Henderson Global Equity Income Fund                                                                              6.1%-15.9%19.1%4.7%
HFQCX Janus Henderson Global Equity Income Fund                                                                              6.4%-16.5%18.5%3.8%
HFQDX Janus Henderson Global Equity Income Fund                                                                              6.1%-15.7%7.1%0%
HFQIX Janus Henderson Global Equity Income Fund                                                                              6.1%-15.7%19.6%3.2%
HFQRX Janus Henderson Global Equity Income Fund                                                                              6.5%-15.6%19.7%4.9%
HFQSX Janus Henderson Global Equity Income Fund                                                                              6.1%-16%6.9%0%
HFQTX Janus Henderson Global Equity Income Fund                                                                              5.9%-15.7%7.1%0%
HGDIX AAM/HIMCO Global Enhanced Dividend Fund                                                                              5%-8.8%-0.1%0%
HNDDX Horizon Active Dividend Fund                                                                              10.5%-8.5%22.9%0%
IAGEX Voya Global Equity Dividend Fund                                                                              12.7%-12.1%17.4%8.8%
IBIAX Ivy Global Equity Income Fund                                                                              13.9%-10.2%18.6%3.7%
IBIBX Ivy Global Equity Income Fund                                                                              13.8%-10.8%17.8%3.2%
IBICX Ivy Global Equity Income Fund                                                                              12.9%-10.8%17.9%3.2%
IBIEX Ivy Global Equity Income Fund                                                                              14%-11.5%0%0%
IBIIX Ivy Global Equity Income Fund                                                                              13.4%-10%19%3.9%
IBIYX Ivy Global Equity Income Fund                                                                              13.2%-10.1%18.8%3.7%
ICGEX Voya Global Equity Dividend Fund                                                                              12.5%-12.8%16.5%8%
IDGEX Voya Global Equity Dividend Fund                                                                              12.4%-12.2%17.4%8.9%
IGEIX Voya Global Equity Dividend Fund                                                                              12.4%-11.9%17.7%9.1%
IGEWX Voya Global Equity Dividend Fund                                                                              12.6%-11.9%17.7%9.1%
IICNX Ivy Global Equity Income Fund                                                                              13.4%-9.8%19.2%5.2%
IYGEX Ivy Global Equity Income Fund                                                                              13.1%-10.4%18.3%3.5%
JDGTX Janus Henderson Global Income Managed Volatility Fund                                                                              11.9%-3%16%5.4%
JGDAX Janus Henderson Global Income Managed Volatility Fund                                                                              11.8%-3%15.9%5.2%
JGDCX Janus Henderson Global Income Managed Volatility Fund                                                                              11.6%-3.7%15.1%4.5%
JGDDX Janus Henderson Global Income Managed Volatility Fund                                                                              11.8%-2.8%16.2%5.4%
JGDIX Janus Henderson Global Income Managed Volatility Fund                                                                              11.8%-2.7%16.3%5.4%
JGDSX Janus Henderson Global Income Managed Volatility Fund                                                                              12.2%-3.1%15.9%5.1%
JGGNX Janus Henderson Global Income Managed Volatility Fund                                                                              11.9%-2.6%1.7%0%
LDIFX QS Global Dividend Fund                                                                              8.8%-4.3%15%8.1%
LDIGX QS Global Dividend Fund                                                                              8.8%-4.8%14.4%8.4%
LGDAX QS Global Dividend Fund                                                                              8.7%-4.6%14.6%8.3%
LGDCX QS Global Dividend Fund                                                                              8.8%-5.3%13.8%7.6%
LMQSX QS Global Dividend Fund                                                                              8.7%-4.8%14.3%8.3%
LTTMX QS Global Dividend Fund                                                                              8.8%-4.4%14.8%8.6%
MSTGX Morningstar Global Income Fund                                                                              10.1%-4.5%0%0%
NQGAX Nuveen NWQ Global Equity Income Fund                                                                              13.7%-14.6%18.4%2.8%
NQGCX Nuveen NWQ Global Equity Income Fund                                                                              13.6%-15.2%17.6%2.1%
NQGIX Nuveen NWQ Global Equity Income Fund                                                                              13.7%-14.4%18.7%3.1%
NQGRX Nuveen NWQ Global Equity Income Fund                                                                              13.6%-14.8%18.2%5.2%
NUGAX Nuveen Santa Barbara Global Dividend Growth Fund                                                                              15.9%-9.2%19.6%5.7%
NUGCX Nuveen Santa Barbara Global Dividend Growth Fund                                                                              15.8%-9.9%18.7%5.1%
NUGIX Nuveen Santa Barbara Global Dividend Growth Fund                                                                              15.9%-9%19.9%5.9%
NUGRX Nuveen Santa Barbara Global Dividend Growth Fund                                                                              15.8%-9.4%19.3%5.5%
OFDIX O'Shaughnessy Enhanced Dividend Fund                                                                              6.6%-12.9%18.3%19.2%
PIPTX Virtus KAR Global Quality Dividend Fund                                                                              14.9%-5.3%14.5%9.8%
PPTAX Virtus KAR Global Quality Dividend Fund                                                                              14.5%-5.6%14.2%9.5%
PPTCX Virtus KAR Global Quality Dividend Fund                                                                              14%-6.3%13.4%8.6%
QDVAX EquityCompass Quality Dividend Fund                                                                              11.3%-5.6%13.8%13.2%
QDVCX EquityCompass Quality Dividend Fund                                                                              11.3%-6.4%12.9%12.4%
QDVIX EquityCompass Quality Dividend Fund                                                                              11.2%-5.4%14.1%4.1%
RCEEX American Funds Capital Income Builder                                                                              9.6%-7.5%13.7%6.4%
RFIDX Ranger Quest for Income & Growth Fund                                                                              16.1%-8.9%15.4%6.8%
RFTDX Ranger Quest for Income & Growth Fund                                                                              16%-9.2%15.1%7.8%
RIRAX American Funds Capital Income Builder                                                                              9.7%-7.8%13.3%6.1%
RIRBX American Funds Capital Income Builder                                                                              9.7%-7.8%13.3%6.1%
RIRCX American Funds Capital Income Builder                                                                              9.7%-7.4%13.8%6.6%
RIREX American Funds Capital Income Builder                                                                              10%-7.1%14.2%6.9%
RIRFX American Funds Capital Income Builder                                                                              10%-6.8%14.5%7.2%
RIRGX American Funds Capital Income Builder                                                                              9.9%-6.7%14.6%6.2%
RIRHX American Funds Capital Income Builder                                                                              9.8%-6.9%14.4%7%
SCGEX DWS World Dividend Fund                                                                              14%-11.9%8.9%11.6%
SEQAX Guggenheim World Equity Income Fund                                                                              12%-8.7%14.7%9.8%
SEQPX Guggenheim World Equity Income Fund                                                                              11.9%-8.7%14.7%10.5%
SERAX DWS World Dividend Fund                                                                              13.8%-12.1%8.7%11.9%
SERCX DWS World Dividend Fund                                                                              14.1%-12.8%7.8%11.1%
SERNX DWS World Dividend Fund                                                                              14.4%-11.9%8.9%12.2%
SERTX DWS World Dividend Fund                                                                              14%-12.1%0.6%0%
SERZX DWS World Dividend Fund                                                                              14.4%-11.9%9%12.2%
SEWIX Guggenheim World Equity Income Fund                                                                              12.4%-8.4%15%9.4%
SFGCX Guggenheim World Equity Income Fund                                                                              11.9%-9.4%13.8%8.9%
SGIDX Steward Global Equity Income Fund                                                                              14%-8.1%22%13.7%
SGIFX Steward Global Equity Income Fund                                                                              8.4%-8.9%0.7%0%
SGIGX Steward Global Equity Income Fund                                                                              8.7%-8.9%0.7%0%
SGISX Steward Global Equity Income Fund                                                                              13.8%-7.8%22.4%14%
TBHDX Tweedy, Browne Worldwide High Dividend Yield Value Fund                                                                              10.1%-5.8%22.1%4.6%
UGEIX USAA Global Equity Income Fund                                                                              12.3%-8.2%16.8%8.7%
UIGEX USAA Global Equity Income Fund                                                                              12.3%-8.2%16.8%8.9%