Mutual Funds Performance

Years 3 5 10 All

Category Average Return
Ticker Fund                                                                              2019
YTD
2018
2017
2016
AALGX Thrivent Large Cap Stock Fund                                                                              15.6%-8.8%20.8%4.9%
ANWFX American Funds New Perspective Fund                                                                              20.4%-5.8%29.1%2.1%
ANWPX American Funds New Perspective Fund                                                                              20.3%-6%28.9%1.8%
APDGX Artisan Global Value Fund                                                                              16.3%-13%21.8%10.1%
APHGX Artisan Global Value Fund                                                                              17.1%-12.9%21.9%10.3%
ARTGX Artisan Global Value Fund                                                                              16.2%-13.1%21.6%10%
ASTNX AllianzGI Global Sustainability Fund                                                                              21.9%-8.4%24.5%4.1%
ASTPX AllianzGI Global Sustainability Fund                                                                              21.9%-8.5%24.5%4%
ASUAX AllianzGI Global Sustainability Fund                                                                              21.8%-8.7%24.3%3.8%
BAEGX BMO Global Low Volatility Equity Fund                                                                              11.7%-3.4%17.5%5.8%
BAFLX Brown Advisory Global Leaders Fund                                                                              18.4%0%0%0%
BGLBX BMO Global Low Volatility Equity Fund                                                                              11.6%-3.2%17.7%6.1%
BIALX Brown Advisory Global Leaders Fund                                                                              22.2%-2.6%34%-1.3%
BRLAX MFS Blended Research Global Equity Fund                                                                              15.4%-11%24.6%6.8%
BRLBX MFS Blended Research Global Equity Fund                                                                              15%-11.7%23.6%6%
BRLCX MFS Blended Research Global Equity Fund                                                                              15%-11.7%23.6%6%
BRLJX MFS Blended Research Global Equity Fund                                                                              15.6%-10.8%24.9%7%
BRLRX MFS Blended Research Global Equity Fund                                                                              15%-11.7%23.6%6%
BRLSX MFS Blended Research Global Equity Fund                                                                              15.3%-11.3%24.3%6.5%
BRLTX MFS Blended Research Global Equity Fund                                                                              15.4%-10.9%24.6%6.8%
BRLUX MFS Blended Research Global Equity Fund                                                                              15.6%-10.8%24.9%7%
BRLYX MFS Blended Research Global Equity Fund                                                                              15.6%-10.7%25%7%
CGERX Columbia Select Global Equity Fund                                                                              24.4%-1.9%31.9%-1%
CGEWX Columbia Select Global Equity Fund                                                                              0%0.5%32.2%-0.8%
CGEZX Columbia Select Global Equity Fund                                                                              24.7%-1.4%32.6%-0.5%
CGGEX American Funds Global Growth Portfolio                                                                              18.5%-9.2%28.3%3.4%
CGGFX American Funds Global Growth Portfolio                                                                              18.8%-8.8%28.9%3.9%
CGGGX American Funds Global Growth Portfolio                                                                              18.7%-13%0%0%
CGLOX Capital Group Global Equity Fund                                                                              18.7%-6.4%27.8%3.9%
CGVIX Causeway Global Value Fund                                                                              10.7%-11.2%20.2%7.7%
CGVVX Causeway Global Value Fund                                                                              10.6%-11.3%19.7%7.4%
CNPAX American Funds New Perspective Fund                                                                              20.2%-6%28.8%1.8%
CNPCX American Funds New Perspective Fund                                                                              19.7%-6.7%27.8%1%
CNPEX American Funds New Perspective Fund                                                                              20.1%-6.3%28.5%1.5%
CNPFX American Funds New Perspective Fund                                                                              20.4%-5.8%29.1%2%
CPGAX American Funds Global Growth Portfolio                                                                              18.6%-9%28.6%3.7%
CPGCX American Funds Global Growth Portfolio                                                                              18.2%-9.8%27.5%2.9%
CSEYX Columbia Select Global Equity Fund                                                                              24.9%-1.4%20.2%0%
CSGVX Columbia Select Global Equity Fund                                                                              24.5%-2.9%0%0%
CWGCX Capital World Growth & Income Fund                                                                              15.8%-11%23.7%5.6%
CWGFX Capital World Growth & Income Fund                                                                              15.6%-10.3%24.6%6.5%
CWGIX Capital World Growth & Income Fund                                                                              15.7%-10.3%24.7%6.5%
CWIAX Capital World Growth & Income Fund                                                                              15.6%-10.3%24.6%6.4%
CWICX Capital World Growth & Income Fund                                                                              15.8%-11%23.6%5.6%
CWIEX Capital World Growth & Income Fund                                                                              15.6%-10.5%24.3%6.2%
CWIFX Capital World Growth & Income Fund                                                                              15.7%-10.1%24.9%6.6%
DABAX Delaware Global Value Fund                                                                              15%-16.8%16.8%8.1%
DABCX Delaware Global Value Fund                                                                              14.6%-17.5%15.9%7.3%
DABIX Delaware Global Value Fund                                                                              15.3%-16.7%17.1%8.4%
DGLAX Dreyfus Global Stock Fund                                                                              20%-2%23.9%5.8%
DGLCX Dreyfus Global Stock Fund                                                                              19.7%-2.7%23%5%
DGLRX Dreyfus Global Stock Fund                                                                              20.1%-1.7%24.2%6.1%
DGLYX Dreyfus Global Stock Fund                                                                              20.2%-1.6%24.4%6.1%
DPRIX Dreyfus Worldwide Growth Fund                                                                              23.3%-8.4%27.5%7.4%
DPWRX Dreyfus Worldwide Growth Fund                                                                              23.3%-8.4%27.4%7.3%
DREIX DFA World Core Equity Portfolio                                                                              14.5%-12.3%25.1%10.4%
EFGIX Eaton Vance Focused Global Opportunities Fund                                                                              20.1%-7.8%20.9%-0.5%
EHGAX Eaton Vance Hexavest Global Equity Fund                                                                              11.4%-8.2%14.5%11.8%
EHGCX Eaton Vance Hexavest Global Equity Fund                                                                              11%-8.9%13.7%-0.8%
EHGIX Eaton Vance Hexavest Global Equity Fund                                                                              11.5%-8%14.8%12.1%
ERBAX Eaton Vance Richard Bernstein Equity Strategy Fund                                                                              16.2%-12.1%20.7%9.7%
ERBCX Eaton Vance Richard Bernstein Equity Strategy Fund                                                                              15.8%-12.8%19.8%8.8%
ERBIX Eaton Vance Richard Bernstein Equity Strategy Fund                                                                              16.4%-11.9%20.9%10%
FCGEX Fiera Capital Global Equity Focused Fund                                                                              23.5%-4.2%15.6%0%
FCGIX Fiera Capital Global Equity Focused Fund                                                                              23.7%-3.9%15.8%0%
FDMLX Fidelity Series Intrinsic Opportunities Fund                                                                              6.3%-7.2%24.4%10.2%
FFPIX Fidelity Flex Opportunistic Insights Fund                                                                              25.2%-1.9%22.4%0%
FIBGX First Investors Global Fund                                                                              12.9%-11.7%22.5%0.7%
FIISX First Investors Global Fund                                                                              17.8%-11.1%23.6%1.4%
FIITX First Investors Global Fund                                                                              18.3%-10.9%24.2%1.7%
FIIUX First Investors Global Fund                                                                              18%-11%24.1%1.9%
FLCLX Fidelity Flex Large Cap Growth Fund                                                                              25%-0.8%25.1%0%
FMGEX Frontier MFG Global Equity Fund                                                                              21.5%-0%24.4%4.1%
FMGPX Frontier MFG Global Plus Fund                                                                              21.5%-0.1%24.5%3.5%
FMIEX Wasatch Global Value Fund                                                                              9.3%-5.7%11.2%16.6%
FMPSX Frontier MFG Global Plus Fund                                                                              21.5%-0.2%24.4%4.7%
FNPFX American Funds New Perspective Fund                                                                              20.5%-5.7%22.9%0%
FPRAX FPA Paramount Fund                                                                              17.1%-8.6%27.2%11.3%
FTWRX Templeton World Fund                                                                              8%-11.8%13.3%12.9%
FWGIX Capital World Growth & Income Fund                                                                              15.8%-10%19.7%0%
GGPCX American Funds Global Growth Portfolio                                                                              18.2%-9.6%27.7%2.9%
GLLAX Aberdeen Global Equity Fund                                                                              14.7%-11.7%24.1%7.3%
GLLCX Aberdeen Global Equity Fund                                                                              14.2%-12.3%23.3%6.7%
GLLSX Aberdeen Global Equity Fund                                                                              14.6%-11.5%24.4%7.7%
GWLIX Aberdeen Global Equity Fund                                                                              14.8%-11.4%24.3%7.7%
GWLRX Aberdeen Global Equity Fund                                                                              14.2%-12.1%23.7%7%
ICOPX Invesco Global Opportunities Fund                                                                              11.4%-20.6%26.1%9.9%
IFOPX Invesco Global Opportunities Fund                                                                              11.8%-19.8%27.5%10.9%
IGLGX Columbia Select Global Equity Fund                                                                              24.5%-1.7%32.2%-0.7%
IGVWX Voya Global Equity Fund                                                                              13.3%-8.9%24.6%5.1%
IILGX Thrivent Large Cap Stock Fund                                                                              15.8%-8.4%21.2%5.3%
IIOPX Invesco Global Opportunities Fund                                                                              12.9%-19.8%27.5%10.9%
IROPX Invesco Global Opportunities Fund                                                                              12.5%-20.2%26.9%10.4%
IYOPX Invesco Global Opportunities Fund                                                                              11.9%-19.9%27.6%11%
LSAGX Loomis Sayles Global Growth                                                                              25.4%-6.9%31.8%5.8%
LSCGX Loomis Sayles Global Growth                                                                              25%-7.6%30.7%5.1%
LSGGX Loomis Sayles Global Growth                                                                              25.7%-6.7%32%6.1%
LSNGX Loomis Sayles Global Growth                                                                              25.7%-6.7%21.4%0%
MEQRX MFS Global Equity Fund                                                                              21.2%-10.1%23.3%6.8%
MEVIX Lazard Managed Equity Volatility Portfolio                                                                              16.7%-7.2%20.6%6.4%
MEVOX Lazard Managed Equity Volatility Portfolio                                                                              16.5%-7.5%20.1%6.1%
MWEBX MFS Global Equity Fund                                                                              20.9%-10.5%22.7%6.3%
MWECX MFS Global Equity Fund                                                                              21.4%-10.5%22.7%6.3%
MWEFX MFS Global Equity Fund                                                                              21.4%-9.8%23.6%7.1%
MWEGX MFS Global Equity Fund                                                                              20.9%-10.5%22.7%6.3%
MWEHX MFS Global Equity Fund                                                                              21.4%-9.9%23.6%7.1%
MWEIX MFS Global Equity Fund                                                                              21.6%-9.6%23.9%7.4%
MWELX MFS Global Equity Fund                                                                              22.1%-9.6%23.9%7.4%
MWEMX MFS Global Equity Fund                                                                              21.6%-9.5%24%7.4%
NAWCX Voya Global Equity Fund                                                                              13.3%-9.8%23.4%4.1%
NAWGX Voya Global Equity Fund                                                                              13.3%-9.2%24.3%4.9%
NAWIX Voya Global Equity Fund                                                                              13.3%-8.9%24.6%5.1%
NPFCX American Funds New Perspective Fund                                                                              19.8%-6.7%27.9%1.1%
NPFFX American Funds New Perspective Fund                                                                              20.2%-6.1%28.8%1.8%
OWLSX Old Westbury Large Cap Strategies Fund                                                                              18%-8.6%19.4%4.7%
PGGAX American Funds Global Growth Portfolio                                                                              19%-9%28.6%3.8%
PGGFX American Funds Global Growth Portfolio                                                                              18.7%-9%28.6%3.7%
PGIIX Polen Global Growth Fund                                                                              25.6%2.5%31.5%0.5%
PGIRX Polen Global Growth Fund                                                                              25.4%2.3%31.2%0.1%
PGRCX Dreyfus Worldwide Growth Fund                                                                              23.1%-9.3%26.1%6.3%
PGROX Dreyfus Worldwide Growth Fund                                                                              23.2%-8.7%27%7.1%
PGWFX American Funds Global Growth Portfolio                                                                              18.9%-8.8%29%4%
PGXFX American Funds Global Growth Portfolio                                                                              18.9%-8.7%22.9%0%
PRIGX T. Rowe Price Institutional Global Value Equity Fund                                                                              14%-13.7%19.6%9.5%
REBGX American Funds Global Growth Portfolio                                                                              18.4%-9.4%28%3.7%
RGCEX Columbia Select Global Equity Fund                                                                              24%-2.4%31.3%-1.5%
RGERX Columbia Select Global Equity Fund                                                                              24.8%-1.3%32.7%-0.3%
RGGAX American Funds Global Growth Portfolio                                                                              18.3%-9.7%27.7%2.9%
RGGBX American Funds Global Growth Portfolio                                                                              18.6%-9.7%27.7%3%
RGGEX American Funds Global Growth Portfolio                                                                              18.6%-9%28.7%3.7%
RGGFX American Funds Global Growth Portfolio                                                                              19.3%-8.7%29%4%
RGGGX American Funds Global Growth Portfolio                                                                              18.9%-8.6%29%4%
RGLCX American Funds Global Growth Portfolio                                                                              18.5%-9.3%28.2%3.4%
RGTFX American Funds Global Growth Portfolio                                                                              19.2%-8.8%29%3.8%
RNPAX American Funds New Perspective Fund                                                                              19.8%-6.7%27.9%1%
RNPBX American Funds New Perspective Fund                                                                              19.8%-6.7%27.9%1%
RNPCX American Funds New Perspective Fund                                                                              20%-6.3%28.5%1.5%
RNPEX American Funds New Perspective Fund                                                                              20.3%-6%28.8%1.8%
RNPFX American Funds New Perspective Fund                                                                              20.7%-5.7%29.2%2.1%
RNPGX American Funds New Perspective Fund                                                                              20.5%-5.7%29.3%2.2%
RNPHX American Funds New Perspective Fund                                                                              20.7%-5.8%29.1%1.9%
RPEBX American Funds New Perspective Fund                                                                              19.9%-6.4%28.3%1.4%
RWBEX Capital World Growth & Income Fund                                                                              15.5%-10.7%24.1%6%
RWIAX Capital World Growth & Income Fund                                                                              15.8%-11%23.7%5.7%
RWIBX Capital World Growth & Income Fund                                                                              15.4%-11%23.7%5.7%
RWICX Capital World Growth & Income Fund                                                                              15.6%-10.6%24.3%6.2%
RWIEX Capital World Growth & Income Fund                                                                              15.6%-10.3%24.6%6.5%
RWIFX Capital World Growth & Income Fund                                                                              16.2%-10%25%6.8%
RWIGX Capital World Growth & Income Fund                                                                              15.8%-10%25.1%6.9%
RWIHX Capital World Growth & Income Fund                                                                              15.7%-10.1%24.9%6.6%
SRFMX Sarofim Equity Fund                                                                              22.9%-7%25.9%7.6%
SRIFX FundX Sustainable Impact Fund                                                                              20.5%-4%15.4%0%
TEMWX Templeton World Fund                                                                              7.7%-12%12.9%12.5%
TEWTX Templeton World Fund                                                                              7.3%-12.8%12.1%11.7%
TGESX Templeton Global Equity Series                                                                              8.2%-14.7%20.9%4.7%
TWDAX Templeton World Fund                                                                              7.9%-11.9%13.2%12.8%
TWEBX Tweedy, Browne Value Fund                                                                              11.7%-6.4%16.5%9.7%
UICGX USAA Capital Growth Fund                                                                              13.6%-11.5%23.9%7.9%
UPUPX Upright Growth Fund                                                                              -5.4%-49.7%-14.2%3.5%
USCGX USAA Capital Growth Fund                                                                              13.5%-11.5%23.9%7.7%
WGIFX Capital World Growth & Income Fund                                                                              15.7%-10.1%24.9%6.8%
WILCX Wasatch Global Value Fund                                                                              9.2%-5.5%11.5%16.1%