Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDCRX (COPELAND RISK MANAGED DIVIDEND GROWTH FUND COPELAND RISK MANAGED DIVIDEND GROWTH FUND CLASS C SHARES) | 2.54% | 9.74% | 10.61% | 6.13% | 7.56% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDCRX (COPELAND RISK MANAGED DIVIDEND GROWTH FUND COPELAND RISK MANAGED DIVIDEND GROWTH FUND CLASS C SHARES) | 01/06/2012 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.31 | 9.74 | 10.61 | 6.13 | 7.56 | NA | NA | … | … | 2.54 | -0.80 | -4.65 | 13.44 | -20.58 | 11.09 | 2.87 | 11.53 | -0.53 | 18.65 | 2.60 | -8.05 | 9.07 | 30.00 | 8.92 |
| Sharpe Ratio | NA | 0.82 | 0.57 | 0.24 | 0.36 | NA | NA | … | … | 0.55 | -0.19 | -0.59 | 0.63 | -0.92 | 0.63 | 0.08 | 1.67 | -0.12 | 2.54 | 0.28 | -0.60 | 0.77 | 2.70 | 0.73 |
| Standard Deviation(%) | NA | 11.73 | 14.52 | 16.46 | 16.76 | NA | NA | … | … | 13.35 | 19.17 | 19.13 | 14.67 | 24.06 | 17.43 | 31.82 | 6.06 | 15.12 | 7.14 | 8.49 | 13.49 | 11.70 | 11.11 | 12.38 |
| Draw Down(%) | NA | 8.42 | 20.17 | 22.62 | 36.28 | NA | NA | … | … | 8.42 | 17.63 | 18.08 | 13.50 | 22.56 | 13.84 | 36.28 | 3.16 | 17.82 | 2.64 | 8.19 | 14.55 | 9.27 | 6.97 | 10.23 |
| Yield(%) | 0.00 | 10.04 | 9.98 | 8.47 | 8.28 | 8.17 | 6.13 | … | … | 0.00 | 10.15 | 14.44 | 4.26 | 5.24 | 14.08 | 0.00 | 19.53 | 7.84 | 4.87 | 3.12 | 9.79 | 4.36 | 2.82 | 0.55 |
Data as of 06/05/2026, Common starting date is 01/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDCRX (COPELAND RISK MANAGED DIVIDEND GROWTH FUND COPELAND RISK MANAGED DIVIDEND GROWTH FUND CLASS C SHARES) |
-0.14%
Mar 2017 – Mar 2020 |
-0.70%
Mar 2015 – Mar 2020 |
4.59%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDCRX (COPELAND RISK MANAGED DIVIDEND GROWTH FUND COPELAND RISK MANAGED DIVIDEND GROWTH FUND CLASS C SHARES) |
15.63%
May 2012 – May 2015 |
11.34%
Oct 2016 – Oct 2021 |
7.99%
Mar 2012 – Mar 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart