Mutual Funds Performance

Years 3 5 10 All

Category Average Return
Ticker Fund                                                                              2019
YTD
2018
2017
2016
FMFVX Franklin Mutual Financial Services Fund                                                                              12.4%-16.4%13.8%12.1%
GAFSX Gabelli Global Financial Services Fund                                                                              10.5%-15.5%0%0%
GCFSX Gabelli Global Financial Services Fund                                                                              9.9%-15.7%0%0%
GFSIX Gabelli Global Financial Services Fund                                                                              10.7%-15.5%0%0%
GGFSX Gabelli Global Financial Services Fund                                                                              10.4%-15.5%0%0%
LPEFX ALPS/Red Rocks Listed Private Equity Fund                                                                              22.9%-12.6%27%7.3%
LPEIX ALPS/Red Rocks Listed Private Equity Fund                                                                              22.6%-12.4%27.4%7.4%
LPERX ALPS/Red Rocks Listed Private Equity Fund                                                                              22.4%-12.8%26.9%6.8%
LPFAX ALPS/Red Rocks Listed Private Equity Fund                                                                              22.3%-13.5%0%0%
LPFCX ALPS/Red Rocks Listed Private Equity Fund                                                                              21.9%-13.3%26.1%6.4%
PGFDX Putnam Global Financials Fund                                                                              9%-19.7%19.6%3.7%
PGFFX Putnam Global Financials Fund                                                                              9%-19.2%20.6%4.4%
PGFMX Putnam Global Financials Fund                                                                              9%-19.5%19.9%4%
PGFOX Putnam Global Financials Fund                                                                              9%-19.7%19.6%3.7%
PGFRX Putnam Global Financials Fund                                                                              9%-19.4%20.2%4.2%
PGFYX Putnam Global Financials Fund                                                                              9%-18.9%20.8%4.7%
RGFIX Royce Global Financial Services Fund                                                                              17.3%-13%23%15%
RYFSX Royce Global Financial Services Fund                                                                              17.1%-13.5%22.4%12.9%
TEFAX Franklin Mutual Financial Services Fund                                                                              12.2%-16.5%13.6%11.9%
TFSIX Franklin Mutual Financial Services Fund                                                                              12.1%-16.7%13.3%11.6%
TMFSX Franklin Mutual Financial Services Fund                                                                              11.6%-17.4%12.5%10.8%