Mutual Funds Performance

Years 3 5 10 All

Category Average Return
Ticker Fund                                                                              2021
YTD
202020192018
AALGX Thrivent Global Stock Fund                                                                              19.3%11%8.6%-8.8%
ANWFX American Funds New Perspective Fund                                                                              16.2%28%25.4%-5.8%
ANWPX American Funds New Perspective Fund                                                                              17%28%25.5%-6%
APDGX Artisan Global Value Fund                                                                              16.3%6.6%22.1%-13%
APHGX Artisan Global Value Fund                                                                              16.4%6.5%22.1%-12.9%
ARTGX Artisan Global Value Fund                                                                              16.2%6.4%22.1%-13.1%
ASTNX Virtus AllianzGI Global Sustainability Fund                                                                              19.2%15.5%29.1%-8.4%
ASTPX Virtus AllianzGI Global Sustainability Fund                                                                              19.1%15.3%29%-8.5%
ASUAX Virtus AllianzGI Global Sustainability Fund                                                                              19%15.2%28.9%-8.7%
BAEGX BMO Global Low Volatility Equity Fund                                                                              7.3%-16.1%9.2%-3.4%
BAFLX Brown Advisory Global Leaders Fund                                                                              14.9%20.3%29.7%0%
BGLBX BMO Global Low Volatility Equity Fund                                                                              7.6%-15.8%9.5%-3.2%
BIALX Brown Advisory Global Leaders Fund                                                                              14.8%20.1%33.6%-2.6%
BRLAX MFS Blended Research Global Equity Fund                                                                              0%-3.2%20.5%-11%
BRLBX MFS Blended Research Global Equity Fund                                                                              0%-3.7%20.4%-11.7%
BRLCX MFS Blended Research Global Equity Fund                                                                              0%-3.7%20.5%-11.7%
BRLJX MFS Blended Research Global Equity Fund                                                                              0%-3.1%20.5%-10.8%
BRLRX MFS Blended Research Global Equity Fund                                                                              0%-3.7%20.5%-11.7%
BRLSX MFS Blended Research Global Equity Fund                                                                              0%-3.4%20.6%-11.3%
BRLTX MFS Blended Research Global Equity Fund                                                                              0%-3.2%20.5%-10.9%
BRLUX MFS Blended Research Global Equity Fund                                                                              0%-3.1%20.5%-10.8%
BRLYX MFS Blended Research Global Equity Fund                                                                              0%-3.1%20.5%-10.7%
CGERX Columbia Select Global Equity Fund                                                                              20%16.2%30.7%-1.9%
CGEZX Columbia Select Global Equity Fund                                                                              19.8%16.5%31.4%-1.4%
CGGEX American Funds Global Growth Portfolio                                                                              13.5%26.3%22%-9.2%
CGGFX American Funds Global Growth Portfolio                                                                              13.8%26.3%22%-8.8%
CGGGX American Funds Global Growth Portfolio                                                                              13.9%26.3%21.8%-13%
CGLOX Capital Group Global Equity Fund                                                                              0%0%24.3%-6.4%
CGVIX Causeway Global Value Fund                                                                              16.7%5.9%15.7%-11.2%
CGVVX Causeway Global Value Fund                                                                              16.4%5.9%15.7%-11.3%
CNPAX American Funds New Perspective Fund                                                                              15.9%27.9%25.4%-6%
CNPCX American Funds New Perspective Fund                                                                              15.2%26.9%25.2%-6.7%
CNPEX American Funds New Perspective Fund                                                                              16.8%27.7%25.3%-6.3%
CNPFX American Funds New Perspective Fund                                                                              16.1%27.8%25.4%-5.8%
CPGAX American Funds Global Growth Portfolio                                                                              13.6%26.4%21.9%-9%
CPGCX American Funds Global Growth Portfolio                                                                              13%25.7%21.9%-9.8%
CSEYX Columbia Select Global Equity Fund                                                                              19.8%16.5%31.5%-1.4%
CSGVX Columbia Select Global Equity Fund                                                                              19.9%16.7%31.5%-2.9%
CWGCX Capital World Growth & Income Fund                                                                              12.3%13%22.4%-11%
CWGFX Capital World Growth & Income Fund                                                                              12.6%12.7%22.6%-10.3%
CWGIX Capital World Growth & Income Fund                                                                              12.6%12.6%22.6%-10.3%
CWIAX Capital World Growth & Income Fund                                                                              12.7%12.6%22.6%-10.3%
CWICX Capital World Growth & Income Fund                                                                              12%13.2%22.4%-11%
CWIEX Capital World Growth & Income Fund                                                                              12.3%12.8%22.6%-10.5%
CWIFX Capital World Growth & Income Fund                                                                              12.8%12.5%22.7%-10.1%
DABAX Delaware Global Value Fund                                                                              0%-10.1%-7.1%-16.8%
DABCX Delaware Global Value Fund                                                                              0%-10.2%-7.3%-17.5%
DABIX Delaware Global Value Fund                                                                              0%-10%-7%-16.7%
DGLAX Dreyfus Global Stock Fund                                                                              13.3%12.7%23.3%-2%
DGLCX Dreyfus Global Stock Fund                                                                              12.6%11.9%22.7%-2.7%
DGLRX Dreyfus Global Stock Fund                                                                              13.1%12.8%23.4%-1.7%
DGLYX Dreyfus Global Stock Fund                                                                              13.6%12.8%23.4%-1.6%
DPRIX Dreyfus Worldwide Growth Fund                                                                              19.4%19.2%25.4%-8.4%
DPWRX Dreyfus Worldwide Growth Fund                                                                              19.4%19.2%25.4%-8.4%
DRAFX Destinations Real Assets Fund                                                                              3.1%-14.9%-42%-41.8%
DREIX DFA World Core Equity Portfolio                                                                              17.5%10.6%22.7%-12.3%
EFGIX Eaton Vance Focused Global Opportunities Fund                                                                              21.8%13.5%30.5%-7.8%
EHGAX Eaton Vance Hexavest Global Equity Fund                                                                              2.5%-1%15.9%-8.2%
EHGCX Eaton Vance Hexavest Global Equity Fund                                                                              2.4%-1.7%16.2%-8.9%
EHGIX Eaton Vance Hexavest Global Equity Fund                                                                              2.7%-0.8%15.7%-8%
ERBAX Eaton Vance Richard Bernstein Equity Strategy Fund                                                                              14.7%13.4%14.9%-12.1%
ERBCX Eaton Vance Richard Bernstein Equity Strategy Fund                                                                              14.5%12.9%14.9%-12.8%
ERBIX Eaton Vance Richard Bernstein Equity Strategy Fund                                                                              14.9%13.5%14.9%-11.9%
FCGEX Fiera Capital Global Equity Focused Fund                                                                              19.4%18.2%28.8%-4.2%
FCGIX Fiera Capital Global Equity Focused Fund                                                                              19.9%18.2%29%-3.9%
FDMLX Fidelity Series Intrinsic Opportunities Fund                                                                              26.9%-7.2%11.7%-7.2%
FFPIX Fidelity Flex Opportunistic Insights Fund                                                                              22.2%21.3%29.1%-1.9%
FIISX Delaware Global Equity Fund                                                                              5.2%2.7%4%-11.1%
FIITX Delaware Global Equity Fund                                                                              6%3%5.4%-10.9%
FIIUX Delaware Global Equity Fund                                                                              5.6%4.3%4.7%-11%
FLCLX Fidelity Flex Large Cap Growth Fund                                                                              17.8%61.1%35.9%-0.8%
FMGEX Frontier MFG Global Equity Fund                                                                              10.4%3.6%20.1%-0%
FMGPX Frontier MFG Global Plus Fund                                                                              10.3%9.3%25.5%-0.1%
FMIEX Wasatch Global Value Fund                                                                              22.5%-0.9%12.8%-5.7%
FMPSX Frontier MFG Global Plus Fund                                                                              10.2%9.3%25.6%-0.2%
FNPFX American Funds New Perspective Fund                                                                              16.3%28.1%25.5%-5.7%
FPRAX FPA Paramount Fund                                                                              17.7%3.8%20.3%-8.6%
FTWRX Templeton World Fund                                                                              9.8%3.8%11%-11.8%
FWGIX Capital World Growth & Income Fund                                                                              12.9%12.4%22.8%-10%
GGPCX American Funds Global Growth Portfolio                                                                              13.6%25.8%21.8%-9.6%
GLLAX Aberdeen Global Equity Fund                                                                              16.4%15.6%19.6%-11.7%
GLLCX Aberdeen Global Equity Fund                                                                              15.8%14.9%19.3%-12.3%
GLLSX Aberdeen Global Equity Fund                                                                              16.7%15.9%19.6%-11.5%
GLNAX MFS Global New Discovery Fund                                                                              13.4%18.9%26.5%-8.6%
GLNBX MFS Global New Discovery Fund                                                                              12.8%17.6%25.3%-9.2%
GLNCX MFS Global New Discovery Fund                                                                              13%17.6%25.3%-9.3%
GLNIX MFS Global New Discovery Fund                                                                              13.9%19.3%26.9%-8.4%
GLNJX MFS Global New Discovery Fund                                                                              12.7%17.6%25.3%-9.3%
GLNKX MFS Global New Discovery Fund                                                                              13.2%18.5%26.1%-8.8%
GWLIX Aberdeen Global Equity Fund                                                                              16.8%16%19.7%-11.4%
GWLRX Aberdeen Global Equity Fund                                                                              16.1%15.2%19.5%-12.1%
HGXAX Hartford Global Impact Fund                                                                              12.9%30.3%27%-10.5%
HGXCX Hartford Global Impact Fund                                                                              12.3%29.8%26.4%-10.8%
HGXFX Hartford Global Impact Fund                                                                              13.4%30.4%26.2%-10.1%
HGXIX Hartford Global Impact Fund                                                                              13.1%30.5%27.1%-10.1%
HGXRX Hartford Global Impact Fund                                                                              12.7%30.4%26.9%-10.3%
HGXSX Hartford Global Impact Fund                                                                              13%30.3%27.3%-10.3%
HGXTX Hartford Global Impact Fund                                                                              13.3%30.3%27.3%-10.1%
HGXVX Hartford Global Impact Fund                                                                              13.5%30.3%27.1%-10%
HGXYX Hartford Global Impact Fund                                                                              12.3%30.6%27.5%-10.1%
ICOPX Invesco Global Opportunities Fund                                                                              0%-16.2%26.7%-20.6%
IFOPX Invesco Global Opportunities Fund                                                                              0%-15.9%26.5%-19.8%
IGLGX Columbia Select Global Equity Fund                                                                              19.6%16.4%31%-1.7%
IGVWX Voya Global High Dividend Low Volatility Fund                                                                              16.3%-4.8%18.4%-8.9%
IILGX Thrivent Global Stock Fund                                                                              19.8%11.1%8.8%-8.4%
IIOPX Invesco Global Opportunities Fund                                                                              0%-15.9%26.5%-19.8%
IROPX Invesco Global Opportunities Fund                                                                              0%-15.8%26.5%-20.2%
IYOPX Invesco Global Opportunities Fund                                                                              0%-15.9%26.5%-19.9%
LSAGX Loomis Sayles Global Growth                                                                              9.1%27.1%23.1%-6.9%
LSCGX Loomis Sayles Global Growth                                                                              8.2%25.9%22%-7.6%
LSGGX Loomis Sayles Global Growth                                                                              9.1%27.4%23.4%-6.7%
LSHAX Kinetics Spin-Off and Corporate Restructuring Fund                                                                              46.7%4.7%31.3%-8.2%
LSHCX Kinetics Spin-Off and Corporate Restructuring Fund                                                                              43.4%4.4%30.3%-8.9%
LSHEX Kinetics Spin-Off and Corporate Restructuring Fund                                                                              44.4%4.8%31.3%-8.1%
LSHUX Kinetics Spin-Off and Corporate Restructuring Fund                                                                              47.2%4.5%31.6%-8%
LSNGX Loomis Sayles Global Growth                                                                              10.4%27.6%23.4%-6.7%
MEQRX MFS Global Equity Fund                                                                              15.7%11.1%27.5%-10.1%
MEVIX Lazard Managed Equity Volatility Portfolio                                                                              12.9%-7%20%-7.2%
MEVOX Lazard Managed Equity Volatility Portfolio                                                                              12.6%-6.9%20%-7.5%
MWEBX MFS Global Equity Fund                                                                              14.9%10.7%27.3%-10.5%
MWECX MFS Global Equity Fund                                                                              15.2%10.5%27.1%-10.5%
MWEFX MFS Global Equity Fund                                                                              15.9%11.2%27.5%-9.8%
MWEGX MFS Global Equity Fund                                                                              15.2%10.6%27.4%-10.5%
MWEHX MFS Global Equity Fund                                                                              15.9%11.2%27.5%-9.9%
MWEIX MFS Global Equity Fund                                                                              16.1%11.3%27.6%-9.6%
MWELX MFS Global Equity Fund                                                                              16.2%11.2%27.6%-9.6%
MWEMX MFS Global Equity Fund                                                                              16.2%11.3%27.7%-9.5%
NAWCX Voya Global High Dividend Low Volatility Fund                                                                              15.6%-4.5%18.4%-9.8%
NAWGX Voya Global High Dividend Low Volatility Fund                                                                              15.7%-4.7%18.4%-9.2%
NAWIX Voya Global High Dividend Low Volatility Fund                                                                              16.4%-4.8%18.4%-8.9%
NPFCX American Funds New Perspective Fund                                                                              15.2%26.9%25.2%-6.7%
NPFFX American Funds New Perspective Fund                                                                              15.9%28%25.4%-6.1%
OWLSX Old Westbury Large Cap Strategies Fund                                                                              16.9%13.7%19.1%-8.6%
PGGAX American Funds Global Growth Portfolio                                                                              14.2%26.4%22%-9%
PGGFX American Funds Global Growth Portfolio                                                                              13.3%26.4%21.9%-9%
PGIIX Polen Global Growth Fund                                                                              15.3%23.7%35.4%2.5%
PGIRX Polen Global Growth Fund                                                                              15.1%23.4%35%2.3%
PGRCX Dreyfus Worldwide Growth Fund                                                                              18.4%18.2%23.7%-9.3%
PGROX Dreyfus Worldwide Growth Fund                                                                              19%19.2%25.3%-8.7%
PGWFX American Funds Global Growth Portfolio                                                                              14.5%26.5%22.1%-8.8%
PGXFX American Funds Global Growth Portfolio                                                                              14.5%26.5%22%-8.7%
PRIGX T. Rowe Price Institutional Global Value Equity Fund                                                                              16.7%10.1%22.7%-13.7%
REBGX American Funds Global Growth Portfolio                                                                              13.8%26.1%22%-9.4%
RGCEX Columbia Select Global Equity Fund                                                                              19.1%14.9%29.5%-2.4%
RGERX Columbia Select Global Equity Fund                                                                              19.8%16.6%31.4%-1.3%
RGGAX American Funds Global Growth Portfolio                                                                              12.6%25.9%21.8%-9.7%
RGGBX American Funds Global Growth Portfolio                                                                              13.6%25.8%21.8%-9.7%
RGGEX American Funds Global Growth Portfolio                                                                              13.7%26.4%21.9%-9%
RGGFX American Funds Global Growth Portfolio                                                                              14.5%26.5%22.1%-8.7%
RGGGX American Funds Global Growth Portfolio                                                                              14%26.5%22.1%-8.6%
RGLCX American Funds Global Growth Portfolio                                                                              13.4%26.3%22%-9.3%
RGTFX American Funds Global Growth Portfolio                                                                              14.5%26.4%22%-8.8%
RNPAX American Funds New Perspective Fund                                                                              15.2%26.8%25.3%-6.7%
RNPBX American Funds New Perspective Fund                                                                              16.3%26.9%25.2%-6.7%
RNPCX American Funds New Perspective Fund                                                                              16.7%27.6%25.3%-6.3%
RNPEX American Funds New Perspective Fund                                                                              17%27.9%25.4%-6%
RNPFX American Funds New Perspective Fund                                                                              16.2%28.1%25.4%-5.7%
RNPGX American Funds New Perspective Fund                                                                              16.2%28.1%25.5%-5.7%
RNPHX American Funds New Perspective Fund                                                                              16.1%28%25.4%-5.8%
RPEBX American Funds New Perspective Fund                                                                              16.6%27.5%25.3%-6.4%
RWBEX Capital World Growth & Income Fund                                                                              12.4%12.7%22.5%-10.7%
RWIAX Capital World Growth & Income Fund                                                                              12.2%13%22.4%-11%
RWIBX Capital World Growth & Income Fund                                                                              12%13.1%22.4%-11%
RWICX Capital World Growth & Income Fund                                                                              12.6%12.5%22.5%-10.6%
RWIEX Capital World Growth & Income Fund                                                                              12.5%12.6%22.7%-10.3%
RWIFX Capital World Growth & Income Fund                                                                              13.1%12%22.8%-10%
RWIGX Capital World Growth & Income Fund                                                                              12.9%12.4%22.7%-10%
RWIHX Capital World Growth & Income Fund                                                                              12.6%12.5%22.7%-10.1%
SRFMX Sarofim Equity Fund                                                                              22%15%28.9%-7%
SRIFX FundX Sustainable Impact Fund                                                                              4.5%23.4%26.4%-4%
TEMWX Templeton World Fund                                                                              9.5%3.6%10.8%-12%
TEWTX Templeton World Fund                                                                              8.6%2.8%10.6%-12.8%
TGESX Templeton Global Equity Series                                                                              0%-92.6%7.7%-14.7%
TWDAX Templeton World Fund                                                                              9.5%3.9%10.9%-11.9%
TWEBX Tweedy, Browne Value Fund                                                                              14.7%-4%9.9%-6.4%
UICGX USAA Capital Growth Fund                                                                              19.5%7.1%10%-11.5%
UPUPX Upright Growth Fund                                                                              22.8%108.7%7.5%-49.7%
USCGX USAA Capital Growth Fund                                                                              19%6.7%10%-11.5%
WGIFX Capital World Growth & Income Fund                                                                              12.8%12.5%22.7%-10.1%
WILCX Wasatch Global Value Fund                                                                              22.6%-1%12.8%-5.5%