Mutual Funds Performance

Years 3 5 10 All

Category Average Return
Ticker Fund                                                                              2022
YTD
202120202019
AALGX Thrivent Global Stock Fund                                                                              -5.1%5.1%11%8.6%
ANWFX American Funds New Perspective Fund                                                                              -5.4%9.8%28%25.4%
ANWPX American Funds New Perspective Fund                                                                              -5.5%9.8%28%25.5%
APDGX Artisan Global Value Fund                                                                              2.9%15.8%-2.8%22.1%
APHGX Artisan Global Value Fund                                                                              1.4%5.6%6.5%22.1%
ARTGX Artisan Global Value Fund                                                                              2.9%5.6%6.4%22.1%
ASTNX Virtus AllianzGI Global Sustainability Fund                                                                              -4.1%0.5%15.5%29.1%
ASTPX Virtus AllianzGI Global Sustainability Fund                                                                              -6%0.5%15.3%29%
ASUAX Virtus AllianzGI Global Sustainability Fund                                                                              -5.6%-0.4%15.2%28.9%
BAEGX BMO Global Low Volatility Equity Fund                                                                              0%7.3%-16.1%9.2%
BAFLX Brown Advisory Global Leaders Fund                                                                              -1.5%16.7%19%29.7%
BGLBX BMO Global Low Volatility Equity Fund                                                                              0%7.6%-15.8%9.5%
BIALX Brown Advisory Global Leaders Fund                                                                              -3.9%16.6%18.9%33.6%
BRLAX MFS Blended Research Global Equity Fund                                                                              0%0%-3.2%20.5%
BRLBX MFS Blended Research Global Equity Fund                                                                              0%0%-3.7%20.4%
BRLCX MFS Blended Research Global Equity Fund                                                                              0%0%-3.7%20.5%
BRLJX MFS Blended Research Global Equity Fund                                                                              0%0%-3.1%20.5%
BRLRX MFS Blended Research Global Equity Fund                                                                              0%0%-3.7%20.5%
BRLSX MFS Blended Research Global Equity Fund                                                                              0%0%-3.4%20.6%
BRLTX MFS Blended Research Global Equity Fund                                                                              0%0%-3.2%20.5%
BRLUX MFS Blended Research Global Equity Fund                                                                              0%0%-3.1%20.5%
BRLYX MFS Blended Research Global Equity Fund                                                                              0%0%-3.1%20.5%
CGERX Columbia Select Global Equity Fund                                                                              -8%12.8%16.2%30.7%
CGEZX Columbia Select Global Equity Fund                                                                              -6.1%13.1%16.5%31.4%
CGGEX American Funds Global Growth Portfolio                                                                              -6.9%9.3%26.3%22%
CGGFX American Funds Global Growth Portfolio                                                                              -6.3%9.3%26.3%22%
CGGGX American Funds Global Growth Portfolio                                                                              -7.4%9.3%26.3%21.8%
CGLOX Capital Group Global Equity Fund                                                                              0%1.1%-1.1%24.3%
CGVIX Causeway Global Value Fund                                                                              2.9%16.5%2.4%15.7%
CGVVX Causeway Global Value Fund                                                                              1.5%12.5%5.9%15.7%
CNPAX American Funds New Perspective Fund                                                                              -6%9.7%27.9%25.4%
CNPCX American Funds New Perspective Fund                                                                              -5.5%8.8%26.9%25.2%
CNPEX American Funds New Perspective Fund                                                                              -3.6%9.6%27.7%25.3%
CNPFX American Funds New Perspective Fund                                                                              -5.4%9.6%27.8%25.4%
CPGAX American Funds Global Growth Portfolio                                                                              -7.4%9.3%26.4%21.9%
CPGCX American Funds Global Growth Portfolio                                                                              -4.3%8.9%25.7%21.9%
CSEYX Columbia Select Global Equity Fund                                                                              -8.4%12.9%16.5%31.5%
CSGVX Columbia Select Global Equity Fund                                                                              -8.5%13.3%16.7%31.5%
CWGCX Capital World Growth & Income Fund                                                                              -3.8%7.7%13.1%22.4%
CWGFX Capital World Growth & Income Fund                                                                              -2.8%14.7%6.2%22.6%
CWGIX Capital World Growth & Income Fund                                                                              -2.8%8.1%12.6%22.6%
CWIAX Capital World Growth & Income Fund                                                                              -1.2%8.1%12.6%22.6%
CWICX Capital World Growth & Income Fund                                                                              -3.8%7.7%13.2%22.4%
CWIEX Capital World Growth & Income Fund                                                                              -3.8%14.4%6.4%22.6%
CWIFX Capital World Growth & Income Fund                                                                              -2.8%14.9%5.9%22.7%
DABAX Delaware Global Value Fund                                                                              0%0%-10.1%-7.1%
DABCX Delaware Global Value Fund                                                                              0%0%-10.2%-7.3%
DABIX Delaware Global Value Fund                                                                              0%0%-10%-7%
DGLAX Dreyfus Global Stock Fund                                                                              -6.2%7.9%12.7%23.3%
DGLCX Dreyfus Global Stock Fund                                                                              -6.2%6.7%11.9%22.7%
DGLRX Dreyfus Global Stock Fund                                                                              -7.3%8.1%12.8%23.4%
DGLYX Dreyfus Global Stock Fund                                                                              -7.3%8.1%12.8%23.4%
DPRIX Dreyfus Worldwide Growth Fund                                                                              -5.4%15%18.9%25.4%
DPWRX Dreyfus Worldwide Growth Fund                                                                              -5.9%14.7%19.2%25.4%
DREIX DFA World Core Equity Portfolio                                                                              -2.7%18.2%10.6%22.7%
EFGIX Eaton Vance Focused Global Opportunities Fund                                                                              -0.7%14.4%13.5%30.5%
EHGAX Eaton Vance Hexavest Global Equity Fund                                                                              0%2.5%-1%15.9%
EHGCX Eaton Vance Hexavest Global Equity Fund                                                                              0%2.4%-1.7%16.2%
EHGIX Eaton Vance Hexavest Global Equity Fund                                                                              0%2.7%-0.8%15.7%
ERBAX Eaton Vance Richard Bernstein Equity Strategy Fund                                                                              -2.6%3.8%13.4%14.9%
ERBCX Eaton Vance Richard Bernstein Equity Strategy Fund                                                                              -1.8%3.7%12.9%14.9%
ERBIX Eaton Vance Richard Bernstein Equity Strategy Fund                                                                              -1.1%3.8%13.5%14.9%
FCGEX Fiera Capital Global Equity Focused Fund                                                                              -6.3%21.5%18.2%28.8%
FCGIX Fiera Capital Global Equity Focused Fund                                                                              -6.2%21.6%18.2%29%
FDMLX Fidelity Series Intrinsic Opportunities Fund                                                                              0.2%23%-7.2%11.7%
FFPIX Fidelity Flex Opportunistic Insights Fund                                                                              -7.6%19.6%21.3%29.1%
FIISX Delaware Global Equity Fund                                                                              -1.4%-5.5%2.7%4%
FIITX Delaware Global Equity Fund                                                                              -0.4%-3.6%3%5.4%
FIIUX Delaware Global Equity Fund                                                                              0.4%-3.6%4.3%4.7%
FLCLX Fidelity Flex Large Cap Growth Fund                                                                              -10.1%18.6%61.1%35.9%
FMGEX Frontier MFG Global Equity Fund                                                                              -3.4%3.9%3.6%20.1%
FMGPX Frontier MFG Global Plus Fund                                                                              -4.6%8.7%9.3%25.5%
FMIEX Wasatch Global Value Fund                                                                              4.4%20.7%-0.9%12.8%
FMPSX Frontier MFG Global Plus Fund                                                                              -3.4%8.5%9.3%25.6%
FNPFX American Funds New Perspective Fund                                                                              -3.6%9.8%28.1%25.5%
FPRAX FPA Paramount Fund                                                                              0%17.7%3.8%20.3%
FTWRX Templeton World Fund                                                                              -2.6%6.4%3.8%11%
FWGIX Capital World Growth & Income Fund                                                                              -2.8%8.3%12.4%22.8%
GGPCX American Funds Global Growth Portfolio                                                                              -6.4%8.9%25.8%21.8%
GLLAX Aberdeen Global Equity Fund                                                                              -5.7%7.4%15.6%19.6%
GLLCX Aberdeen Global Equity Fund                                                                              -4%5.6%14.9%19.3%
GLLSX Aberdeen Global Equity Fund                                                                              -6%7.9%15.9%19.6%
GWLIX Aberdeen Global Equity Fund                                                                              -5.8%7.9%16%19.7%
GWLRX Aberdeen Global Equity Fund                                                                              -5.7%6.3%15.2%19.5%
ICOPX Invesco Global Opportunities Fund                                                                              0%0%-16.2%26.7%
IFOPX Invesco Global Opportunities Fund                                                                              0%0%-15.9%26.5%
IGLGX Columbia Select Global Equity Fund                                                                              -8%12.9%16.4%31%
IGVWX Voya Global High Dividend Low Volatility Fund                                                                              -2.3%19.7%-4.8%18.4%
IILGX Thrivent Global Stock Fund                                                                              -4.1%5.3%11.1%8.8%
IIOPX Invesco Global Opportunities Fund                                                                              0%0%-15.9%26.5%
IROPX Invesco Global Opportunities Fund                                                                              0%0%-15.8%26.5%
IYOPX Invesco Global Opportunities Fund                                                                              0%0%-15.9%26.5%
LSAGX Loomis Sayles Global Growth                                                                              -6.3%-1.8%27.1%23.1%
LSCGX Loomis Sayles Global Growth                                                                              -3.7%-2.8%25.9%22%
LSGGX Loomis Sayles Global Growth                                                                              -6.6%-1.4%27.4%23.4%
LSNGX Loomis Sayles Global Growth                                                                              -6.2%-1.4%27.6%23.4%
MEQRX MFS Global Equity Fund                                                                              -3.7%11%11.1%27.5%
MEVIX Lazard Managed Equity Volatility Portfolio                                                                              -4.7%13.3%-8.1%20%
MEVOX Lazard Managed Equity Volatility Portfolio                                                                              -3.6%13.2%-8.1%20%
MWEBX MFS Global Equity Fund                                                                              -3.6%10.2%10.7%27.3%
MWECX MFS Global Equity Fund                                                                              -3.6%9.8%10.5%27.1%
MWEFX MFS Global Equity Fund                                                                              -3.5%11.2%11.2%27.5%
MWEGX MFS Global Equity Fund                                                                              -4.2%10%10.6%27.4%
MWEHX MFS Global Equity Fund                                                                              -3.5%11.1%11.2%27.5%
MWEIX MFS Global Equity Fund                                                                              -1.9%11.4%11.3%27.6%
MWELX MFS Global Equity Fund                                                                              -3.5%11.3%11.2%27.6%
MWEMX MFS Global Equity Fund                                                                              -3.7%11.4%11.3%27.7%
NAWCX Voya Global High Dividend Low Volatility Fund                                                                              -2.4%19.4%-4.8%18.4%
NAWGX Voya Global High Dividend Low Volatility Fund                                                                              -1.5%19.5%-4.7%18.4%
NAWIX Voya Global High Dividend Low Volatility Fund                                                                              -1%20.4%-5.4%18.4%
NPFCX American Funds New Perspective Fund                                                                              -6%8.9%26.9%25.2%
NPFFX American Funds New Perspective Fund                                                                              -3.6%9.8%28%25.4%
OWLSX Old Westbury Large Cap Strategies Fund                                                                              -3.3%9.9%13.7%19.1%
PGGAX American Funds Global Growth Portfolio                                                                              -4.3%9.3%26.4%22%
PGGFX American Funds Global Growth Portfolio                                                                              -6.3%9.4%26.4%21.9%
PGIIX Polen Global Growth Fund                                                                              -8.7%14.9%23.7%35.4%
PGIRX Polen Global Growth Fund                                                                              -8.5%14.2%23.4%35%
PGRCX Dreyfus Worldwide Growth Fund                                                                              -6%12%18.2%23.7%
PGROX Dreyfus Worldwide Growth Fund                                                                              -5.9%14.6%19.1%25.3%
PGWFX American Funds Global Growth Portfolio                                                                              -4.3%9.3%26.5%22.1%
PGXFX American Funds Global Growth Portfolio                                                                              -6.9%9.3%26.5%22%
PRIGX T. Rowe Price Institutional Global Value Equity Fund                                                                              -1.7%9.6%10.1%22.7%
REBGX American Funds Global Growth Portfolio                                                                              -6.9%9.2%26.1%22%
RGCEX Columbia Select Global Equity Fund                                                                              -6.1%11.2%14.9%29.5%
RGERX Columbia Select Global Equity Fund                                                                              -9.2%13.1%16.6%31.4%
RGGAX American Funds Global Growth Portfolio                                                                              -6.4%9%25.9%21.8%
RGGBX American Funds Global Growth Portfolio                                                                              -6.9%8.9%25.8%21.8%
RGGEX American Funds Global Growth Portfolio                                                                              -6.9%9.3%26.4%21.9%
RGGFX American Funds Global Growth Portfolio                                                                              -6.3%9.3%26.5%22.1%
RGGGX American Funds Global Growth Portfolio                                                                              -6.9%9.4%26.5%22.1%
RGLCX American Funds Global Growth Portfolio                                                                              -6.9%9.3%26.3%22%
RGTFX American Funds Global Growth Portfolio                                                                              -6.3%9.3%26.4%22%
RNPAX American Funds New Perspective Fund                                                                              -6%8.8%26.8%25.3%
RNPBX American Funds New Perspective Fund                                                                              -6.5%8.9%26.9%25.2%
RNPCX American Funds New Perspective Fund                                                                              -3.6%9.6%27.6%25.3%
RNPEX American Funds New Perspective Fund                                                                              -6.5%9.7%27.9%25.4%
RNPFX American Funds New Perspective Fund                                                                              -5.4%9.8%28.1%25.4%
RNPGX American Funds New Perspective Fund                                                                              -5.4%9.8%28.1%25.5%
RNPHX American Funds New Perspective Fund                                                                              -5.4%9.7%28%25.4%
RPEBX American Funds New Perspective Fund                                                                              -5.5%9.4%27.5%25.3%
RWBEX Capital World Growth & Income Fund                                                                              -3.8%14.2%6.6%22.5%
RWIAX Capital World Growth & Income Fund                                                                              -3.3%13.9%6.9%22.4%
RWIBX Capital World Growth & Income Fund                                                                              -2.8%13.9%6.9%22.4%
RWICX Capital World Growth & Income Fund                                                                              -2.8%14.4%6.4%22.5%
RWIEX Capital World Growth & Income Fund                                                                              -2.8%14.7%6.1%22.7%
RWIFX Capital World Growth & Income Fund                                                                              -3.8%8.3%12.5%22.8%
RWIGX Capital World Growth & Income Fund                                                                              -1.2%15.1%5.8%22.7%
RWIHX Capital World Growth & Income Fund                                                                              -1.2%15%5.9%22.7%
SRFMX Sarofim Equity Fund                                                                              -6.8%18.5%14.9%28.9%
SRIFX FundX Sustainable Impact Fund                                                                              -2.6%-20%23.4%26.4%
TEMWX Templeton World Fund                                                                              -2.6%6.4%3.6%10.8%
TEWTX Templeton World Fund                                                                              -2.2%6.7%2.8%10.6%
TGESX Templeton Global Equity Series                                                                              0%0%-92.6%7.7%
TWDAX Templeton World Fund                                                                              -2.6%6.3%3.9%10.9%
TWEBX Tweedy, Browne Value Fund                                                                              1.6%3.3%-4%9.9%
UICGX USAA Capital Growth Fund                                                                              -3.1%9.3%7.1%10%
UPUPX Upright Growth Fund                                                                              -19.5%51.5%108.7%7.5%
USCGX USAA Capital Growth Fund                                                                              -2.3%9%6.7%10%
WGIFX Capital World Growth & Income Fund                                                                              -3.2%8.2%12.5%22.7%
WILCX Wasatch Global Value Fund                                                                              2.4%21.5%-1.6%12.8%