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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
Morgan Stanley Global Endurance PortfolioGlobal EquitiesDec 30, 20181.00%
-2.31%
0.54%
60
Mundoval FundGlobal EquitiesSep 2, 20041.49%
-5.72%
10.52%
9.16%
42
MFS Low Volatility Global Equity FundGlobal EquitiesDec 4, 20130.74%
0.87%
9.22%
10.85%
54
MFS Global Equity FundGlobal EquitiesDec 28, 19861.90%
-7.60%
8.64%
26.12%
6
MFS Global Growth FundGlobal EquitiesNov 17, 19931.22%
-8.81%
9.86%
5.95%
5
New Alternatives FundGlobal EquitiesSep 2, 19820.89%
9.43%
10.47%
1.07%
89
Voya Global High Dividend Low Volatility FundGlobal EquitiesApr 18, 19930.85%
1.39%
9.05%
4.15%
43
Neuberger Berman Focus FundGlobal EquitiesOct 18, 19550.89%
-6.70%
10.13%
10.49%
34
American Funds The New Economy Fund® Class F-2Global EquitiesAug 1, 20080.52%
-3.74%
13.98%
10.26%
82
Nuveen Global Equity Income FundGlobal EquitiesSep 14, 20090.85%
3.13%
9.60%
1.77%
83
Northern Global Sustainability Index FundGlobal EquitiesMar 4, 20080.29%
-3.35%
11.86%
5.86%
56
Nuveen Global Dividend Growth FundGlobal EquitiesJun 10, 20120.89%
-2.35%
9.10%
11.72%
26
Oakmark Global FundGlobal EquitiesAug 3, 19991.11%
-5.09%
9.55%
1.17%
17
Oakmark Global Select FundGlobal EquitiesOct 1, 20061.10%
-7.44%
8.49%
1.55%
6
Oberweis Global Opportunities FundGlobal EquitiesJan 6, 19871.51%
3.40%
9.93%
12.24%
82
Invesco Global Opportunities Fund Class R6Global EquitiesJan 27, 20120.73%
2.58%
6.35%
0.48%
32
Invesco International Diversified Fund Class AGlobal EquitiesSep 27, 20050.42%
0.75%
6.22%
35.56%
53
Invesco Global Opportunities Fund Class AForeign Small & Mid Cap Equities, Global EquitiesOct 22, 19901.04%
2.49%
5.94%
0.11%
31
Invesco Global FundGlobal EquitiesDec 21, 19691.04%
-8.67%
10.52%
27.15%
13
Old Westbury Large Cap Strategies FundGlobal EquitiesOct 21, 19931.09%
-2.80%
9.56%
12.87%
39

Rows per page

161–180 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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