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CISAX: Copeland International Small Cap Fund (MUTUAL FUND)
Basic Info
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/06/2002 |
Last Dividend Date: | 12/17/2010 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 05/18/2011)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 11/06/2002 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 25.9 | -7.8 | -0.9 | 7.0 | 3.0 | 8.1 | 31.0 | -45.4 | 7.2 | 24.5 | 13.3 | 13.3 | 32.2 | -1.4 |
Sharpe Ratio | NA | 1.36 | -0.25 | -0.08 | 0.25 | 0.54 | 0.37 | 1.08 | -1.06 | 0.22 | 1.43 | 1.08 | 0.91 | 2.43 | -0.92 |
Draw Down(%) | NA | 10.3 | 60.6 | 63.1 | 63.1 | 10.3 | 20.7 | 28.3 | 57.9 | 13.7 | 16.9 | 6.6 | 11.7 | 12.6 | 3.6 |
Standard Deviation(%) | NA | 19.1 | 32.5 | 28.0 | 22.6 | 14.9 | 21.6 | 28.7 | 43.7 | 18.6 | 14.9 | 10.2 | 13.6 | 13.0 | 10.7 |
Treynor Ratio | NA | 0.28 | -0.08 | -0.02 | 0.06 | 0.11 | 0.08 | 0.32 | -0.45 | 0.04 | 0.2 | 0.12 | 0.14 | 0.38 | -0.14 |
Alpha | NA | -0.01 | -0.06 | -0.06 | -0.02 | -0.01 | 0.0 | 0.0 | -0.02 | -0.02 | 0.0 | 0.0 | -0.01 | 0.01 | -0.02 |
Beta | NA | 0.92 | 1.01 | 1.02 | 0.99 | 0.75 | 1.0 | 0.98 | 1.04 | 1.03 | 1.07 | 0.94 | 0.88 | 0.83 | 0.69 |
RSquared | NA | 0.89 | 0.94 | 0.93 | 0.92 | 0.71 | 0.97 | 0.96 | 0.95 | 0.87 | 0.93 | 0.88 | 0.78 | 0.82 | 0.93 |
Yield(%) | N/A | 1.6 | 1.8 | 6.5 | N/A | 0.0 | 1.6 | 3.8 | 2.5 | 15.2 | 13.1 | 2.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -56.8 | -82.4 | N/A | N/A | -100.0 | -44.1 | -19.0 | -85.3 | 26.1 | 653.3 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/06/2002
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