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Mutual Funds Performance Equity > Market-Cap > Large-Cap > Value

  • #
    Funds
    16
  • @
    Index Beaters
    8
  • %
    Universe
    16
  • Up Funds
    9
  • Down Funds
    7
Category Average Return
Ticker Fund 2024
YTD
2023
2022
2021
APDGX Artisan Global Value Fund 4.35%22.8%-16.65%5.53%
APHGX Artisan Global Value Fund 3.82%22.8%-16.66%5.57%
ARTGX Artisan Global Value Fund 3.92%22.82%-16.67%5.57%
CGVIX Causeway Global Value Fund 2.47%26.77%-12.83%12.55%
CGVVX Causeway Global Value Fund 2.34%26.55%-12.82%12.52%
FDMLX Fidelity Series Intrinsic Opportunities Fund 4.62%-5.99%-41.64%6.99%
FMIEX Wasatch Global Value Fund -2.55%2.15%-8.03%19.73%
FPRAX FPA Paramount Fund 0%0%-25.67%-9.11%
OGICX Invesco Global Opportunities Fund -4.01%16.46%-42.07%-6.97%
OGIIX Invesco Global Opportunities Fund -4.83%17.76%-41.39%-4.61%
OGINX Invesco Global Opportunities Fund -6.75%17.05%-41.78%-5.7%
OGIYX Invesco Global Opportunities Fund -3.81%17.63%-41.5%-4.76%
OPGIX Invesco Global Opportunities Fund -4.68%17.34%-41.63%-5.13%
PRIGX T. Rowe Price Institutional Global Value Equity Fund 9%11.27%-8.75%9.59%
TWEBX Tweedy, Browne Value Fund -0.43%6.93%-11.41%3.33%
WILCX Wasatch Global Value Fund 1.67%2.04%-8.04%19.75%