Mutual Funds Performance

Years 3 5 10 All

Category Average Return
Ticker Fund                                                                              2019
YTD
2018
2017
2016
AGFGX American Century Global Growth Fund                                                                              27.3%-6.2%17%0%
AGGAX Invesco Global Growth Fund                                                                              21.7%-13.6%18.6%3.9%
AGGCX Invesco Global Growth Fund                                                                              21.3%-14.3%17.7%3.2%
AGGDX American Century Global Growth Fund                                                                              27.4%-6.1%28%-1%
AGGFX Invesco Global Growth Fund                                                                              21.9%-13.3%19%4.3%
AGGIX American Century Global Growth Fund                                                                              27.4%-6%27.9%-1%
AGGRX American Century Global Growth Fund                                                                              27%-6.7%27.3%-1.5%
AGGYX Invesco Global Growth Fund                                                                              21.8%-13.4%18.9%4.2%
AGLCX American Century Global Growth Fund                                                                              26.5%-7.4%26.4%-2.2%
AGORX American Century Global Growth Fund                                                                              26.8%-7%26.9%-1.7%
AGPIX AGF Global Sustainable Growth Equity Fund                                                                              20.6%-12.4%5.8%0%
AGPRX AGF Global Sustainable Growth Equity Fund                                                                              20.6%-12.4%-60.1%0%
AGTIX AB Sustainable Global Thematic Fund, Inc                                                                              22.3%-9.6%37.7%3.2%
AGYGX American Century Global Growth Fund                                                                              27.4%-6.1%18.5%0%
ALTFX AB Sustainable Global Thematic Fund, Inc                                                                              22.1%-9.9%37.2%2.6%
APDRX Artisan Global Opportunities Fund                                                                              26%-9.1%31.4%4.9%
APHRX Artisan Global Opportunities Fund                                                                              26.1%-9%31.5%5%
ARTRX Artisan Global Opportunities Fund                                                                              25.9%-9.2%31.2%4.7%
ATEBX AB Sustainable Global Thematic Fund, Inc                                                                              21.6%-10.6%36.1%1.8%
ATECX AB Sustainable Global Thematic Fund, Inc                                                                              21.6%-10.5%36.1%1.9%
ATEKX AB Sustainable Global Thematic Fund, Inc                                                                              22.1%-9.9%37.2%2.8%
ATERX AB Sustainable Global Thematic Fund, Inc                                                                              21.9%-10.2%36.8%2.5%
ATEYX AB Sustainable Global Thematic Fund, Inc                                                                              22.3%-9.6%37.5%2.9%
ATWAX AB Tax-Managed Wealth Appreciation Strategy                                                                              16.8%-10%22.8%4.9%
ATWBX AB Tax-Managed Wealth Appreciation Strategy                                                                              16.7%-10.6%21.8%4.1%
ATWCX AB Tax-Managed Wealth Appreciation Strategy                                                                              16.3%-10.6%21.9%4.1%
ATWYX AB Tax-Managed Wealth Appreciation Strategy                                                                              17%-9.8%23%5.1%
BGAEX Baillie Gifford Global Alpha Equity Fund                                                                              21.6%-9.3%34.7%5%
BGAFX Baron Global Advantage Fund                                                                              37.8%-3.9%49.6%-1.2%
BGAIX Baron Global Advantage Fund                                                                              38%-3.7%49.8%-0.9%
BGAKX Baillie Gifford Global Alpha Equity Fund                                                                              21.6%-9.3%18%0%
BGASX Baillie Gifford Global Alpha Equity Fund                                                                              21.6%-9.4%18%0%
BGATX Baillie Gifford Global Alpha Equity Fund                                                                              22%-9.4%34.5%4.9%
BGGIX William Blair Global Leaders Fund                                                                              22.7%-8%30.8%1%
BGLKX Baillie Gifford Funds: Long Term Global Growth Equity Fund                                                                              20.1%-1.4%24.2%0%
BGLTX Baillie Gifford Funds: Long Term Global Growth Equity Fund                                                                              20.1%-1.4%54%-3.8%
BGLUX Baron Global Advantage Fund                                                                              38%-3.7%49.9%-3.5%
BGSKX Baillie Gifford Funds: Global Select Equity Fund                                                                              26%-9.4%0.1%0%
BGSSX Baillie Gifford Funds: Global Select Equity Fund                                                                              26.3%-9.4%0.1%0%
BSGLX Baillie Gifford Funds: Long Term Global Growth Equity Fund                                                                              20.1%-1.4%24.2%0%
BWBFX Baron WealthBuilder Fund                                                                              28.1%-6.6%0%0%
BWBIX Baron WealthBuilder Fund                                                                              28.1%-6.4%0%0%
BWBTX Baron WealthBuilder Fund                                                                              28.6%-6.4%0%0%
CADHX Columbia Select Global Growth Fund                                                                              29.3%-14.5%34%-5.8%
CADIX Columbia Select Global Growth Fund                                                                              29.3%-14.5%34%-5.7%
CAGOX Cavalier Growth Opportunities Fund                                                                              16.9%-11.6%0%0%
CANNX Cannabis Growth Fund                                                                              -14.7%0%0%0%
CATDX Cavalier Growth Opportunities Fund                                                                              16.4%-9.2%26.3%10.5%
CATEX Cavalier Growth Opportunities Fund                                                                              17%-8.4%27.6%11.7%
CCGIX Chautauqua Global Growth Fund                                                                              22.3%-14.6%37.8%0.9%
CCGSX Chautauqua Global Growth Fund                                                                              22.1%-14.8%37.3%0.8%
CGGYX Columbia Select Global Growth Fund                                                                              29.4%-14.4%20.5%0%
CGPAX American Funds Growth Portfolio                                                                              17.8%-6.6%25%7.4%
CGPCX American Funds Growth Portfolio                                                                              17.3%-7.4%24%6.5%
CGPEX American Funds Growth Portfolio                                                                              17.6%-6.8%24.8%7.2%
CGPFX American Funds Growth Portfolio                                                                              17.9%-6.4%25.3%7.6%
CGQGX American Funds Growth Portfolio                                                                              17.8%-12.4%0%0%
COGAX Columbia Select Global Growth Fund                                                                              28.9%-14.7%33.7%-6.1%
COGCX Columbia Select Global Growth Fund                                                                              28.3%-15.4%32.6%-6.7%
COGRX Columbia Select Global Growth Fund                                                                              28.9%-14.9%33.3%-6.2%
COGZX Columbia Select Global Growth Fund                                                                              29.3%-14.5%34%-5.8%
ENTIX EntrepreneurShares Global Fund                                                                              19.4%-11%30.2%8.8%
ESGCX Mirova Global Sustainable Equity                                                                              20.3%-7.3%29.4%-1.4%
ESGMX Mirova Global Sustainable Equity                                                                              20.8%-6.6%30.4%-0.9%
ESGNX Mirova Global Sustainable Equity                                                                              21%-6.3%14.8%0%
ESGYX Mirova Global Sustainable Equity                                                                              21%-6.4%30.8%-0.7%
FIQOX Fidelity Advisor Worldwide Fund                                                                              21%-14.2%0%0%
FWAFX Fidelity Advisor Worldwide Fund                                                                              20.7%-4.8%29.2%-0.9%
FWCFX Fidelity Advisor Worldwide Fund                                                                              20.2%-5.5%28.2%-1.7%
FWIFX Fidelity Advisor Worldwide Fund                                                                              21.4%-4.6%29.6%-0.7%
FWTFX Fidelity Advisor Worldwide Fund                                                                              20.6%-5.1%28.8%-1.2%
GGAIX Invesco Global Growth Fund                                                                              22%-13.3%19%4.3%
GGGAX GAMCO Global Growth Fund                                                                              23.6%-2.7%29%1.2%
GGGCX GAMCO Global Growth Fund                                                                              23.1%-3.4%28.1%0.4%
GGGIX GAMCO Global Growth Fund                                                                              23.8%-2.3%29.8%1.9%
GICPX GAMCO Global Growth Fund                                                                              23.6%-2.7%29%1.2%
GINNX Guinness Atkinson Global Innovators Fund                                                                              22.3%-16.7%35.1%12.4%
GWPAX American Funds Growth Portfolio                                                                              18.3%-6.6%25.1%7.5%
GWPCX American Funds Growth Portfolio                                                                              17.3%-7.3%24.2%6.6%
GWPDX American Funds Growth Portfolio                                                                              18.6%-6.3%20.3%0%
GWPEX American Funds Growth Portfolio                                                                              17.9%-6.3%25.4%7.7%
GWPFX American Funds Growth Portfolio                                                                              17.8%-6.6%25.1%7.4%
HGGAX Harbor Global Leaders Fund                                                                              25.7%2.1%31.5%-4.6%
HGGIX Harbor Global Leaders Fund                                                                              25.4%1.8%31%-4.9%
HNGIX Harbor Global Leaders Fund                                                                              25.8%2.2%31.6%1.4%
HRGAX Harbor Global Leaders Fund                                                                              25.5%1.9%31.2%-4.8%
IESGX Sit ESG Growth Fund                                                                              17.4%-7.4%23.7%2.1%
IGIIX Ivy Global Growth Fund                                                                              20.3%-5.9%24.7%-3.1%
IIGEX Ivy Global Growth Fund                                                                              20.3%-16.1%15.8%-3.1%
ITGRX Ivy Global Growth Fund                                                                              20.4%-5.8%24.9%-2.9%
IVIBX Ivy Global Growth Fund                                                                              19.2%-7%23%-4.5%
IVINX Ivy Global Growth Fund                                                                              20.1%-6.2%24.3%-3.4%
IVIYX Ivy Global Growth Fund                                                                              20.2%-6.2%24.4%-3.3%
IVNCX Ivy Global Growth Fund                                                                              19.6%-7%23.4%-4.1%
IWIRX Guinness Atkinson Global Innovators Fund                                                                              22.2%-16.9%34.8%9.5%
IYIGX Ivy Global Growth Fund                                                                              19.9%-6.5%24%-3.6%
JANWX Janus Henderson Global Research Fund                                                                              19.3%-6.9%26.9%2%
JAWWX Janus Henderson Global Research Fund                                                                              19.7%-7%26.8%1.9%
JDWAX Janus Henderson Global Research Fund                                                                              19.1%-7.2%26.5%1.7%
JDWNX Janus Henderson Global Research Fund                                                                              19.9%-6.7%7.3%0%
JDWRX Janus Henderson Global Research Fund                                                                              18.9%-7.5%26.1%1.4%
JSPTX Jackson Square Global Growth Fund                                                                              24.7%-3.9%33.8%-3.8%
JSPUX Jackson Square Global Growth Fund                                                                              24.7%-3.9%33.8%-3.8%
JWGRX Janus Henderson Global Research Fund                                                                              19.1%-7.2%26.4%1.6%
JWWCX Janus Henderson Global Research Fund                                                                              18.7%-7.8%25.7%1%
JWWFX Janus Henderson Global Research Fund                                                                              19.4%-6.8%27%2%
LFGAX Lord Abbett Focused Growth Fund                                                                              17.4%0%0%0%
LFGCX Lord Abbett Focused Growth Fund                                                                              16.9%0%0%0%
LFGFX Lord Abbett Focused Growth Fund                                                                              17.5%0%0%0%
LFGIX Lord Abbett Focused Growth Fund                                                                              17.5%0%0%0%
LFGOX Lord Abbett Focused Growth Fund                                                                              17.6%0%0%0%
LFGQX Lord Abbett Focused Growth Fund                                                                              17.3%0%0%0%
LFGSX Lord Abbett Focused Growth Fund                                                                              17.4%0%0%0%
LFGTX Lord Abbett Focused Growth Fund                                                                              17.5%0%0%0%
LFGVX Lord Abbett Focused Growth Fund                                                                              17.5%0%0%0%
MAGCX BlackRock Advantage Global Fund                                                                              17.9%-11.5%23.8%8%
MCGCX BlackRock Advantage Global Fund                                                                              17.3%-12.4%22.4%6.7%
MDGCX BlackRock Advantage Global Fund                                                                              17.8%-11.7%23.4%7.6%
MECDX MainStay Epoch Capital Growth Fund                                                                              20.9%-8.6%26.8%4.1%
MECEX MainStay Epoch Capital Growth Fund                                                                              20%-9.6%25.6%3.8%
MECFX MainStay Epoch Capital Growth Fund                                                                              20.9%-8.5%27.1%4.3%
MECVX MainStay Epoch Capital Growth Fund                                                                              20.6%-8.9%26.7%4.1%
MGGIX Morgan Stanley Institutional Fund Global Opportunity Portfolio                                                                              28.1%-5.7%49.4%1%
MGGLX Morgan Stanley Institutional Fund Global Opportunity Portfolio                                                                              27.8%-6%48.9%0.5%
MGGPX Morgan Stanley Institutional Fund Global Opportunity Portfolio                                                                              27.9%-6%49%0.6%
MGORX Morgan Stanley Institutional Fund Global Opportunity Portfolio                                                                              28.2%-18.6%0%0%
MGTSX Morgan Stanley Institutional Fund Global Opportunity Portfolio                                                                              28.2%-5.8%49.5%1.1%
MGWRX MFS Global Growth Fund                                                                              22.8%-5.2%31%4.8%
MIGIX Morgan Stanley Institutional Fund Global Advantage Portfolio                                                                              31.7%-5.7%41.7%0.2%
MIGLX Morgan Stanley Institutional Fund Global Advantage Portfolio                                                                              31%-6.5%40.5%-0.7%
MIGPX Morgan Stanley Institutional Fund Global Advantage Portfolio                                                                              31.3%-6%41.2%-0.1%
MKGCX BlackRock Advantage Global Fund                                                                              18.3%-16.7%0%0%
MRGSX BlackRock Advantage Global Fund                                                                              17.6%-12%22.9%7.3%
MSJAX Morgan Stanley Global Endurance Portfolio                                                                              25.6%0%0%0%
MSJCX Morgan Stanley Global Endurance Portfolio                                                                              25.2%0%0%0%
MSJIX Morgan Stanley Global Endurance Portfolio                                                                              25.8%0%0%0%
MSJSX Morgan Stanley Global Endurance Portfolio                                                                              25.9%0%0%0%
MSOPX Morgan Stanley Institutional Fund Global Opportunity Portfolio                                                                              27.4%-6.6%47.9%0%
MSPTX Morgan Stanley Institutional Fund Global Advantage Portfolio                                                                              30.7%-6.8%40.2%-1%
MWOBX MFS Global Growth Fund                                                                              22.5%-5.7%30.4%4.3%
MWOCX MFS Global Growth Fund                                                                              22.4%-5.6%30.4%4.3%
MWOFX MFS Global Growth Fund                                                                              22.9%-4.9%31.4%5.1%
MWOGX MFS Global Growth Fund                                                                              22.5%-5.7%30.4%4.3%
MWOHX MFS Global Growth Fund                                                                              22.9%-4.9%31.3%5.1%
MWOIX MFS Global Growth Fund                                                                              23.1%-4.7%31.7%5.3%
MWOJX MFS Global Growth Fund                                                                              23.1%-4.7%31.7%5.4%
MWOKX MFS Global Growth Fund                                                                              23.6%-4.6%31.8%5.4%
OAAIX Oppenheimer Portfolio Series Growth Investor Fund                                                                              17.7%-13.1%24.9%3.5%
OCAIX Oppenheimer Portfolio Series Growth Investor Fund                                                                              17.8%-13.8%24%2.8%
ONAIX Oppenheimer Portfolio Series Growth Investor Fund                                                                              18.1%-13.3%24.6%3.3%
OYAIX Oppenheimer Portfolio Series Growth Investor Fund                                                                              17.9%-12.9%25.2%3.8%
PAGLX T. Rowe Price Global Growth Stock Fund                                                                              23.6%-7.2%34.1%2.5%
PRJAX PGIM Jennison Global Opportunities Fund                                                                              25.4%-2.8%43%-4.8%
PRJBX PGIM Jennison Global Opportunities Fund                                                                              25.2%1.8%0%0%
PRJCX PGIM Jennison Global Opportunities Fund                                                                              24.9%-3.6%41.9%-5.5%
PRJDX PGIM Jennison Global Opportunities Fund                                                                              25.4%1.8%0%0%
PRJQX PGIM Jennison Global Opportunities Fund                                                                              25.5%-2.5%43.5%-4.4%
PRJZX PGIM Jennison Global Opportunities Fund                                                                              25.1%-2.6%43.4%-4.5%
RBGEX American Funds Growth Portfolio                                                                              17.5%-7%24.5%7%
RGGIX T. Rowe Price Global Growth Stock Fund                                                                              23.8%-6.8%25.1%0%
RGPCX American Funds Growth Portfolio                                                                              17.6%-6.9%24.7%7.1%
RGSFX American Funds Growth Portfolio                                                                              17.9%-6.4%25.5%7.6%
RGWAX American Funds Growth Portfolio                                                                              17.9%-7.3%24.2%6.6%
RGWBX American Funds Growth Portfolio                                                                              17.3%-7.3%24.2%6.7%
RGWEX American Funds Growth Portfolio                                                                              17.8%-6.6%25.1%7.5%
RGWFX American Funds Growth Portfolio                                                                              18%-6.3%25.5%7.7%
RGWGX American Funds Growth Portfolio                                                                              18%-6.2%25.5%7.8%
RPGEX T. Rowe Price Global Growth Stock Fund                                                                              23.5%-7.1%34.3%2.6%
RPIGX T. Rowe Price Institutional Global Growth Equity Fund                                                                              23.2%-6.8%34.6%2.9%
SCGVX Sands Capital Global Growth Fund                                                                              24.7%-3%38.4%0.2%
SCMGX Sands Capital Global Growth Fund                                                                              24.9%-2.8%38.7%0.4%
SESGX Sit ESG Growth Fund                                                                              17.8%-7.7%23.5%2%
SGAAX American Beacon SGA Global Growth Fund                                                                              26.4%-3.1%32.7%4.1%
SGACX American Beacon SGA Global Growth Fund                                                                              25.8%-3.8%31.7%3.3%
SGAGX American Beacon SGA Global Growth Fund                                                                              22.4%-2.8%33.3%4.4%
SGAPX American Beacon SGA Global Growth Fund                                                                              26.6%-3.2%32.8%4%
SGAYX American Beacon SGA Global Growth Fund                                                                              22.3%-2.9%33.2%4.4%
TNTRX 1290 Global Talents Fund                                                                              17.3%-13.9%24%4.1%
TNYAX 1290 Global Talents Fund                                                                              17.3%-13.6%24.3%4.3%
TNYFX 1290 Global Talents Fund                                                                              17.5%-13.4%24.7%4.5%
TRGSX T. Rowe Price Institutional Global Focused Growth Equity                                                                              24.1%-4.1%33.2%6.1%
TWGGX American Century Global Growth Fund                                                                              27.1%-6.3%27.5%-1.2%
UIWGX USAA World Growth Fund                                                                              21.1%-9.8%23.9%7.2%
USAWX USAA World Growth Fund                                                                              21.1%-9.8%23.9%7.1%
USWGX USAA World Growth Fund                                                                              20.9%-10%23.6%6.8%
WCMGX WCM Focused Global Growth Fund                                                                              26.8%-3.2%27.5%3.8%
WFGGX WCM Focused Global Growth Fund                                                                              26.6%-3.5%27.3%3.8%
WGFIX William Blair Global Leaders Fund                                                                              22.6%-8%30.7%1%
WGGNX William Blair Global Leaders Fund                                                                              22.4%-8.2%30.3%0.6%