Mutual Funds Performance

Years 3 5 10 All

Category Average Return
Ticker Fund                                                                              2022
YTD
202120202019
ADAVX Aberdeen Dynamic Dividend Fund                                                                              -1.7%15.6%-1%19.4%
ADVDX Aberdeen Dynamic Dividend Fund                                                                              -1.9%15.9%-1.2%19.8%
BABDX BlackRock Global Dividend Portfolio                                                                              -2.1%14.3%-12.9%13.3%
BCBDX BlackRock Global Dividend Portfolio                                                                              -2.1%14.1%-12.7%13.3%
BCGDX Blue Current Global Dividend Fund                                                                              0.1%10%4.7%23.3%
BGIAX Brandes Global Equity Income Fund                                                                              0%0%-20.7%11.7%
BGICX Brandes Global Equity Income Fund                                                                              0%0%-21.3%11.5%
BGIIX Brandes Global Equity Income Fund                                                                              0%0%-21%11.6%
BIBDX BlackRock Global Dividend Portfolio                                                                              -0.6%14.5%-13%13.3%
BKBDX BlackRock Global Dividend Portfolio                                                                              -0.6%15.1%-13.4%13.4%
CADPX Columbia International Dividend Income Fund                                                                              2.2%13.9%-7.2%20%
CAIBX American Funds Capital Income Builder                                                                              -0.2%13.3%-2.2%13.4%
CAIFX American Funds Capital Income Builder                                                                              0.1%13.5%-2.4%13.4%
CFIHX American Funds Capital Income Builder                                                                              1%12.9%-1.8%13.4%
CGOLX Columbia International Dividend Income Fund                                                                              1.1%5%0.8%20%
CIBCX American Funds Capital Income Builder                                                                              1%12.3%-1.2%13.2%
CIBFX American Funds Capital Income Builder                                                                              -0.2%13.3%-2.2%13.3%
CIRAX American Funds Capital Income Builder                                                                              -0.7%13.3%-2.2%13.3%
CIRCX American Funds Capital Income Builder                                                                              -0.7%12.7%-1.6%13.1%
CIREX American Funds Capital Income Builder                                                                              -0.7%13.1%-2%13.3%
CIRFX American Funds Capital Income Builder                                                                              -0.7%13.5%-2.4%13.4%
CLSYX Columbia International Dividend Income Fund                                                                              1.1%5%0.6%20.9%
CSGRX Columbia International Dividend Income Fund                                                                              0.5%13.2%-6.7%20.6%
CSRCX Columbia International Dividend Income Fund                                                                              2.2%12.6%-7.1%20.3%
CSVAX Columbia International Dividend Income Fund                                                                              0.5%4.8%0.9%20.7%
CSVFX Columbia International Dividend Income Fund                                                                              2.2%13.7%-7%20.9%
DEQAX Dreyfus Global Equity Income Fund                                                                              1.3%3%2.1%21.7%
DEQCX Dreyfus Global Equity Income Fund                                                                              0.4%2.8%2.9%21.7%
DEQYX Dreyfus Global Equity Income Fund                                                                              1.3%2.3%2%21.5%
DQEIX Dreyfus Global Equity Income Fund                                                                              0.4%2.4%1.9%21.4%
EADIX Eaton Vance Tax-Managed Global Dividend Income Fund                                                                              -4.8%16.8%8.8%24.9%
ECDIX Eaton Vance Tax-Managed Global Dividend Income Fund                                                                              -1.8%16.4%9.3%25%
EIDIX Eaton Vance Tax-Managed Global Dividend Income Fund                                                                              -1.7%23.2%3.1%25.3%
ETADX Eventide Dividend Opportunities Fund                                                                              -6.1%29.3%22.5%24.3%
ETCDX Eventide Dividend Opportunities Fund                                                                              -8.2%28.2%23%24.2%
ETIDX Eventide Dividend Opportunities Fund                                                                              -9.1%29%22.8%24.4%
ETNDX Eventide Dividend Opportunities Fund                                                                              -9.1%29.2%22.5%24.4%
FBLYX Fidelity Advisor Global Equity Income Fund                                                                              -2.8%9%12%29%
FBUSX Fidelity Advisor Global Equity Income Fund                                                                              -0.4%9.2%11.8%29%
FGABX Fidelity Advisor Global Equity Income Fund                                                                              -1.7%8.8%12.2%28.9%
FGILX Fidelity Global Equity Income Fund                                                                              -2.1%6.5%10.2%28.1%
FGTNX Fidelity Advisor Global Equity Income Fund                                                                              -2.8%8.3%12.4%28.8%
GACCX Gabelli Global Rising Income and Dividend Fund                                                                              -2.9%19.1%10.8%13.4%
GADGX Goldman Sachs Enhanced Dividend Global Equity Portfolio                                                                              -0.4%10%5.2%14.2%
GAFPX Goldman Sachs Enhanced Dividend Global Equity Portfolio                                                                              -1.7%10.3%5%14.2%
GAGAX Gabelli Global Rising Income and Dividend Fund                                                                              0%16%10.9%13.8%
GAGCX Gabelli Global Rising Income and Dividend Fund                                                                              0%16%10.9%13.8%
GAGIX Gabelli Global Rising Income and Dividend Fund                                                                              0%16.1%10.9%13.9%
GDGIX Sit Global Dividend Growth Fund                                                                              -5.5%23.5%13.8%24.6%
GDGSX Sit Global Dividend Growth Fund                                                                              -6.1%23.3%14.1%24.6%
GIDGX Goldman Sachs Enhanced Dividend Global Equity Portfolio                                                                              -0.4%10.3%5%14.3%
GRGDX Goldman Sachs Enhanced Dividend Global Equity Portfolio                                                                              -1.7%9.8%5.4%14.3%
HADUX Horizon Active Dividend Fund                                                                              -1.7%16.9%-6.4%14.2%
HFQAX Janus Henderson Global Equity Income Fund                                                                              2.3%10.9%-11.3%12.6%
HFQCX Janus Henderson Global Equity Income Fund                                                                              3.1%10.4%-11.5%12.7%
HFQDX Janus Henderson Global Equity Income Fund                                                                              1.4%11.2%-11.8%12.6%
HFQIX Janus Henderson Global Equity Income Fund                                                                              2.3%11.4%-11.8%12.7%
HFQRX Janus Henderson Global Equity Income Fund                                                                              2.4%9.4%-10.3%12.7%
HFQSX Janus Henderson Global Equity Income Fund                                                                              2.3%9.2%-10.4%12.7%
HFQTX Janus Henderson Global Equity Income Fund                                                                              2.3%11.2%-11.7%12.6%
HGDIX AAM/HIMCO Global Enhanced Dividend Fund                                                                              0%12.4%-25.4%14.3%
HNDDX Horizon Active Dividend Fund                                                                              -2.1%17%-6.5%14.2%
IAGEX Voya Global Equity Dividend Fund                                                                              0%0%-11%17.4%
IBIAX Ivy Global Equity Income Fund                                                                              -1.4%9.7%-1.8%19.2%
IBIBX Ivy Global Equity Income Fund                                                                              0%12%-0.8%19%
IBICX Ivy Global Equity Income Fund                                                                              0.6%8.8%-1.2%18.9%
IBIEX Ivy Global Equity Income Fund                                                                              0.6%8.7%-1.2%19.3%
IBIIX Ivy Global Equity Income Fund                                                                              -0.3%9.6%-2%19.3%
IBIYX Ivy Global Equity Income Fund                                                                              -0.6%9%-1.2%19.2%
ICGEX Voya Global Equity Dividend Fund                                                                              0%0%-10.9%17.5%
IGEIX Voya Global Equity Dividend Fund                                                                              0%0%-10.9%17.4%
IGEWX Voya Global Equity Dividend Fund                                                                              0%0%-10.7%17.8%
IICNX Ivy Global Equity Income Fund                                                                              0.7%9%-1.4%19.4%
IYGEX Ivy Global Equity Income Fund                                                                              -0.6%9.4%-1.6%19.1%
JDGTX Janus Henderson Global Income Managed Volatility Fund                                                                              -0.1%12%-3.4%12.7%
JGDAX Janus Henderson Global Income Managed Volatility Fund                                                                              -0.2%12%-3.3%12.6%
JGDCX Janus Henderson Global Income Managed Volatility Fund                                                                              -0.4%10.3%-1.9%12.4%
JGDDX Janus Henderson Global Income Managed Volatility Fund                                                                              -0.3%10.8%-2.3%12.6%
JGDIX Janus Henderson Global Income Managed Volatility Fund                                                                              -0.2%12.2%-3.5%12.6%
JGDSX Janus Henderson Global Income Managed Volatility Fund                                                                              -0.3%11.3%-2.6%12.7%
JGGNX Janus Henderson Global Income Managed Volatility Fund                                                                              -0.6%12.3%-3.6%12.6%
LDIFX QS Global Dividend Fund                                                                              -0.7%12.2%-1.4%11.4%
LDIGX QS Global Dividend Fund                                                                              1.1%18.4%-4.9%11.4%
LGDAX QS Global Dividend Fund                                                                              0.2%12%-1.3%11.3%
LGDCX QS Global Dividend Fund                                                                              0.2%11.5%-0.6%11.6%
LMQSX QS Global Dividend Fund                                                                              0%11.8%-0.7%11.3%
LTTMX QS Global Dividend Fund                                                                              0.3%12.1%-1.3%11.3%
MSTGX Morningstar Global Income Fund                                                                              0%1.2%-2.5%15%
NQGAX Nuveen NWQ Global Equity Income Fund                                                                              -0.5%20.3%-3.5%20.5%
NQGCX Nuveen NWQ Global Equity Income Fund                                                                              -0.5%19.6%-2.9%20.5%
NQGIX Nuveen NWQ Global Equity Income Fund                                                                              1.5%20%-3.2%20.5%
NQGRX Nuveen NWQ Global Equity Income Fund                                                                              0%18.9%-2.3%20.5%
NUGAX Nuveen Santa Barbara Global Dividend Growth Fund                                                                              -2.1%12.4%0.7%23.2%
NUGCX Nuveen Santa Barbara Global Dividend Growth Fund                                                                              -2.2%11.6%1.4%23.2%
NUGIX Nuveen Santa Barbara Global Dividend Growth Fund                                                                              -2.1%12.1%0.9%23.2%
NUGRX Nuveen Santa Barbara Global Dividend Growth Fund                                                                              0%11.6%1.5%23.2%
PIPTX Virtus KAR Global Quality Dividend Fund                                                                              0.9%10%-8.9%19.4%
PPTAX Virtus KAR Global Quality Dividend Fund                                                                              1.8%10.2%-8.8%19.4%
PPTCX Virtus KAR Global Quality Dividend Fund                                                                              1.8%10.7%-8.7%19.4%
QDVAX EquityCompass Quality Dividend Fund                                                                              5%21%-7.6%12.8%
QDVCX EquityCompass Quality Dividend Fund                                                                              1.4%21.2%-7%12.8%
QDVIX EquityCompass Quality Dividend Fund                                                                              4.1%21.1%-7.8%12.7%
RCEEX American Funds Capital Income Builder                                                                              -0.7%12.9%-1.9%13.2%
RFIDX Ranger Quest for Income & Growth Fund                                                                              0%0%-27%22.2%
RFTDX Ranger Quest for Income & Growth Fund                                                                              0%0%-20.4%21.8%
RIRAX American Funds Capital Income Builder                                                                              1%12.7%-1.6%13.2%
RIRBX American Funds Capital Income Builder                                                                              0%12.3%-1.3%13.1%
RIRCX American Funds Capital Income Builder                                                                              -0.2%12.5%-1.5%13.3%
RIREX American Funds Capital Income Builder                                                                              -0.7%13.3%-2.2%13.3%
RIRFX American Funds Capital Income Builder                                                                              1%13.6%-2.5%13.4%
RIRGX American Funds Capital Income Builder                                                                              -0.2%12.9%-1.8%13.4%
RIRHX American Funds Capital Income Builder                                                                              0.1%13.5%-2.4%13.4%
SEQAX Guggenheim World Equity Income Fund                                                                              -21.1%21.4%2.7%18%
SEQPX Guggenheim World Equity Income Fund                                                                              0%16.7%4.2%17.9%
SEWIX Guggenheim World Equity Income Fund                                                                              0%16.6%4.1%17.7%
SFGCX Guggenheim World Equity Income Fund                                                                              0%16.5%4.1%17.8%
SGIDX Crossmark Steward Global Equity Income Fund                                                                              2.2%3.5%4.4%15.6%
SGIFX Crossmark Steward Global Equity Income Fund                                                                              2.1%3.6%949.6%-30%
SGIGX Crossmark Steward Global Equity Income Fund                                                                              -0.2%2.4%943.1%-33.1%
SGISX Crossmark Steward Global Equity Income Fund                                                                              2.2%3.7%4%15.4%
TBHDX Tweedy, Browne Worldwide High Dividend Yield Value Fund                                                                              2.4%-9%-13.1%5.8%
UGEIX USAA Global Equity Income Fund                                                                              -2.8%13.3%2.7%13.2%
UIGEX USAA Global Equity Income Fund                                                                              -0.7%7.8%3.7%13.3%