Mutual Funds Performance

Years 3 5 10 All

Category Average Return
Ticker Fund                                                                              2021
YTD
202020192018
FMFVX Franklin Mutual Financial Services Fund                                                                              16.7%-8.3%17.1%-16.4%
GAFSX Gabelli Global Financial Services Fund                                                                              19.9%-2.9%15.4%-15.5%
GCFSX Gabelli Global Financial Services Fund                                                                              18%-3%14.9%-15.7%
GFSIX Gabelli Global Financial Services Fund                                                                              20%-2.9%15.2%-15.5%
GGFSX Gabelli Global Financial Services Fund                                                                              19.8%-2.2%15%-15.5%
LPEFX ALPS/Red Rocks Listed Private Equity Fund                                                                              16.7%5%21.2%-12.6%
LPEIX ALPS/Red Rocks Listed Private Equity Fund                                                                              16.8%5.3%21.7%-12.4%
LPERX ALPS/Red Rocks Listed Private Equity Fund                                                                              16.6%3.6%17.4%-12.8%
LPFAX ALPS/Red Rocks Listed Private Equity Fund                                                                              16.5%5.1%21%-13.5%
LPFCX ALPS/Red Rocks Listed Private Equity Fund                                                                              16.1%3.9%19.3%-13.3%
RGFIX Royce Global Financial Services Fund                                                                              16.8%7.6%21.6%-13%
RYFSX Royce Global Financial Services Fund                                                                              16.8%7.6%21.1%-13.5%
TEFAX Franklin Mutual Financial Services Fund                                                                              16.6%-8.3%17.1%-16.5%
TFSIX Franklin Mutual Financial Services Fund                                                                              16.5%-8.3%17.1%-16.7%
TMFSX Franklin Mutual Financial Services Fund                                                                              15.6%-8.3%17.2%-17.4%