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%
BAEGX BMO Global Low Volatility Equity Fund                                                                              0%7.3%-16.1%9.2%
BGLBX BMO Global Low Volatility Equity Fund                                                                              0%7.6%-15.8%9.5%
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%
CGLOX Capital Group Global Equity Fund                                                                              0%1.1%-1.1%24.3%
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%
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%
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%
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%
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%
FMPSX Frontier MFG Global Plus Fund                                                                              -3.4%8.5%9.3%25.6%
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%
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%
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%
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%
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%
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%
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%