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The Best Global Equities Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of Global Equities mutual funds.


Category is Global Equities
Symbol
Full Name
Category
Inception
Expense Ratio
YTD Return
10Y Return (Annualized)
Dividend Yield

Risk / Return Rank

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
Franklin Global Equity FundGlobal EquitiesFeb 28, 19911.30%
-1.17%
13.06%
6.49%
74
Causeway Global Value FundGlobal EquitiesApr 28, 20080.85%
-4.41%
11.44%
10.32%
55
Alger Global Focus FundGlobal EquitiesNov 2, 20031.50%
-1.42%
10.17%
9.10%
26
Calamos Global Equity FundGlobal EquitiesFeb 28, 20071.15%
0.56%
13.67%
15.28%
62
Commonwealth Global FundGlobal EquitiesDec 2, 20022.49%
-2.95%
5.21%
3.65%
12
American Funds Global Growth PortfolioGlobal EquitiesMay 17, 20120.40%
-2.59%
11.08%
5.74%
67
Cohen & Steers Global Infrastructure Fund Class AGlobal EquitiesAug 28, 20171.22%
9.68%
7.61%
7.37%
81
American Funds Capital World Growth and Income Fun...Global EquitiesMar 26, 19930.75%
0.04%
10.75%
10.56%
78
DFA Global Social Core Equity PortfolioGlobal EquitiesNov 18, 20190.34%
-0.35%
1.66%
69
DFA Global Equity Portfolio Institutional ClassGlobal EquitiesDec 24, 20030.25%
0.59%
11.49%
3.02%
71
Davis Global FundGlobal EquitiesDec 21, 20040.96%
-6.77%
10.21%
8.40%
37
DFA Global Small Company PortfolioGlobal EquitiesJan 17, 20170.44%
2.96%
1.61%
67
BNY Mellon Global Stock FundGlobal EquitiesDec 28, 20060.89%
-4.62%
10.58%
32.51%
12
Virtus Global Small-Cap FundGlobal EquitiesDec 30, 19961.28%
-4.04%
6.81%
4.80%
1
Dodge & Cox Global Stock Fund Class IGlobal EquitiesMay 1, 20080.62%
-0.38%
11.44%
8.44%
50
BNY Mellon Global Equity Income FundGlobal EquitiesOct 17, 20070.92%
2.68%
9.60%
12.75%
58
DFA World Core Equity PortfolioGlobal EquitiesMar 6, 20120.27%
0.97%
11.32%
5.23%
75
DFA Selectively Hedged Global Equity PortfolioGlobal EquitiesNov 13, 20110.31%
1.68%
11.84%
3.14%
76
Eaton Vance Tax-Managed Global Dividend Income Fun...Global EquitiesMay 29, 20031.18%
-2.37%
10.23%
3.79%
52
Allspring Special Global Small Cap FundGlobal EquitiesMar 15, 19881.52%
-4.68%
5.76%
1.34%
5

Rows per page

41–60 of 258

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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