Mutual Funds Performance

Years 3 5 10 All

Category Average Return
Ticker Fund                                                                              2021
YTD
202020192018
AALGX Thrivent Large Cap Stock Fund                                                                              15.4%11%8.6%-8.8%
BAEGX BMO Global Low Volatility Equity Fund                                                                              7.3%-16.1%9.2%-3.4%
BGLBX BMO Global Low Volatility Equity Fund                                                                              7.6%-15.8%9.5%-3.2%
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%
CGLOX Capital Group Global Equity Fund                                                                              0%0%24.3%-6.4%
CWGCX Capital World Growth & Income Fund                                                                              9.8%13.7%22.4%-11%
CWGFX Capital World Growth & Income Fund                                                                              9.9%13.6%22.6%-10.3%
CWGIX Capital World Growth & Income Fund                                                                              9.9%13.6%22.6%-10.3%
CWIAX Capital World Growth & Income Fund                                                                              9.9%13.6%22.6%-10.3%
CWICX Capital World Growth & Income Fund                                                                              9.8%13.7%22.4%-11%
CWIEX Capital World Growth & Income Fund                                                                              9.8%13.6%22.6%-10.5%
CWIFX Capital World Growth & Income Fund                                                                              9.9%13.6%22.7%-10.1%
DGLAX Dreyfus Global Stock Fund                                                                              11.3%12.7%23.3%-2%
DGLCX Dreyfus Global Stock Fund                                                                              10.9%11.9%22.7%-2.7%
DGLRX Dreyfus Global Stock Fund                                                                              11.5%12.8%23.4%-1.7%
DGLYX Dreyfus Global Stock Fund                                                                              11.6%12.8%23.4%-1.6%
DREIX DFA World Core Equity Portfolio                                                                              14.3%11.4%22.7%-12.3%
EFGIX Eaton Vance Focused Global Opportunities Fund                                                                              17%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                                                                              12.9%13.4%14.9%-12.1%
ERBCX Eaton Vance Richard Bernstein Equity Strategy Fund                                                                              12.2%12.9%14.9%-12.8%
ERBIX Eaton Vance Richard Bernstein Equity Strategy Fund                                                                              13.1%13.5%14.9%-11.9%
FCGEX Fiera Capital Global Equity Focused Fund                                                                              17.5%18.2%28.8%-4.2%
FCGIX Fiera Capital Global Equity Focused Fund                                                                              17.4%18.2%29%-3.9%
FFPIX Fidelity Flex Opportunistic Insights Fund                                                                              14.7%24.9%29.1%-1.9%
FIISX First Investors Global Fund                                                                              8.3%2.7%4%-11.1%
FIITX First Investors Global Fund                                                                              8.5%3%5.4%-10.9%
FIIUX First Investors Global Fund                                                                              8.5%4.3%4.7%-11%
FMGEX Frontier MFG Global Equity Fund                                                                              11.8%3.6%20.1%-0%
FMGPX Frontier MFG Global Plus Fund                                                                              11%9.3%25.5%-0.1%
FMPSX Frontier MFG Global Plus Fund                                                                              11.6%9.3%25.6%-0.2%
FTWRX Templeton World Fund                                                                              9.5%3.8%11%-11.8%
FWGIX Capital World Growth & Income Fund                                                                              9.9%13.6%22.8%-10%
GLLAX Aberdeen Global Equity Fund                                                                              14.2%15.6%19.6%-11.7%
GLLCX Aberdeen Global Equity Fund                                                                              13.6%14.9%19.3%-12.3%
GLLSX Aberdeen Global Equity Fund                                                                              14.4%15.9%19.6%-11.5%
GWLIX Aberdeen Global Equity Fund                                                                              14.4%16%19.7%-11.4%
GWLRX Aberdeen Global Equity Fund                                                                              14.5%15.2%19.5%-12.1%
IGVWX Voya Global Equity Fund                                                                              13%-3.4%18.4%-8.9%
IILGX Thrivent Large Cap Stock Fund                                                                              15.6%11.1%8.8%-8.4%
MEQRX MFS Global Equity Fund                                                                              13.7%11.1%27.5%-10.1%
MEVIX Lazard Managed Equity Volatility Portfolio                                                                              12.6%-7%20%-7.2%
MEVOX Lazard Managed Equity Volatility Portfolio                                                                              12.4%-6.9%20%-7.5%
MWEBX MFS Global Equity Fund                                                                              13.4%10.7%27.3%-10.5%
MWECX MFS Global Equity Fund                                                                              13.4%10.5%27.1%-10.5%
MWEFX MFS Global Equity Fund                                                                              13.7%11.2%27.5%-9.8%
MWEGX MFS Global Equity Fund                                                                              13.4%10.6%27.4%-10.5%
MWEHX MFS Global Equity Fund                                                                              13.9%11.2%27.5%-9.9%
MWEIX MFS Global Equity Fund                                                                              14%11.3%27.6%-9.6%
MWELX MFS Global Equity Fund                                                                              14%11.2%27.6%-9.6%
MWEMX MFS Global Equity Fund                                                                              14.1%11.3%27.7%-9.5%
NAWCX Voya Global Equity Fund                                                                              12.9%-3.5%18.4%-9.8%
NAWGX Voya Global Equity Fund                                                                              13%-3.5%18.4%-9.2%
NAWIX Voya Global Equity Fund                                                                              13.1%-3.4%18.4%-8.9%
PGIIX Polen Global Growth Fund                                                                              16.8%23.7%35.4%2.5%
PGIRX Polen Global Growth Fund                                                                              16.6%23.4%35%2.3%
RWBEX Capital World Growth & Income Fund                                                                              9.8%13.6%22.5%-10.7%
RWIAX Capital World Growth & Income Fund                                                                              9.8%13.6%22.4%-11%
RWIBX Capital World Growth & Income Fund                                                                              9.8%13.6%22.4%-11%
RWICX Capital World Growth & Income Fund                                                                              9.9%13.6%22.5%-10.6%
RWIEX Capital World Growth & Income Fund                                                                              9.9%13.6%22.7%-10.3%
RWIFX Capital World Growth & Income Fund                                                                              9.9%13.6%22.8%-10%
RWIGX Capital World Growth & Income Fund                                                                              9.9%13.6%22.7%-10%
RWIHX Capital World Growth & Income Fund                                                                              9.9%13.6%22.7%-10.1%
SRFMX Sarofim Equity Fund                                                                              19.6%15.5%28.9%-7%
SRIFX FundX Sustainable Impact Fund                                                                              -1.5%26.7%26.4%-4%
TEMWX Templeton World Fund                                                                              9.1%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                                                                              9.2%3.9%10.9%-11.9%
UICGX USAA Capital Growth Fund                                                                              16%7.1%10%-11.5%
UPUPX Upright Growth Fund                                                                              36.1%108.7%7.5%-49.7%
USCGX USAA Capital Growth Fund                                                                              16%6.7%10%-11.5%
WGIFX Capital World Growth & Income Fund                                                                              9.1%13.6%22.7%-10.1%