Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CDGIX (CRAWFORD DIVIDEND GROWTH FUND CRAWFORD DIVIDEND GROWTH FUND - CLASS I) | 9.35% | 11.59% | 8.92% | 7.84% | 8.37% | 9.26% | 6.58% | 6.66% |
Data as of 07/22/2025, AR inception is 01/20/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDGIX (CRAWFORD DIVIDEND GROWTH FUND CRAWFORD DIVIDEND GROWTH FUND - CLASS I) | 01/20/2004 | 07/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.53 | 11.59 | 8.92 | 7.84 | 8.37 | 9.26 | 6.58 | 6.66 | 9.35 | 5.29 | 4.27 | -8.98 | 19.02 | 1.93 | 28.60 | -3.98 | 14.10 | 15.76 | -6.65 | 8.09 | 27.35 | 11.24 | -0.31 | 14.01 | 17.36 | -28.60 | 1.07 | 16.96 | -4.94 | 10.64 |
| Sharpe Ratio | NA | 0.55 | 0.47 | 0.39 | 0.40 | NA | NA | 0.30 | 0.80 | -0.11 | 0.00 | -0.53 | 1.53 | 0.05 | 2.32 | -0.34 | 2.00 | 1.24 | -0.44 | 0.72 | 1.68 | 0.94 | -0.02 | 0.85 | 0.74 | -0.84 | -0.13 | 1.49 | -0.72 | 0.99 |
| Standard Deviation(%) | NA | 14.56 | 13.94 | 14.66 | 16.98 | NA | NA | 17.41 | 17.39 | 11.72 | 11.94 | 19.60 | 12.45 | 34.77 | 11.72 | 15.61 | 6.76 | 12.54 | 15.08 | 11.25 | 16.28 | 11.99 | 21.85 | 16.32 | 23.22 | 35.11 | 14.91 | 9.23 | 9.85 | 10.36 |
| Draw Down(%) | NA | 13.12 | 14.99 | 20.67 | 34.30 | NA | NA | 47.92 | 13.12 | 10.33 | 12.13 | 19.11 | 5.53 | 34.30 | 5.30 | 16.08 | 3.58 | 7.93 | 15.13 | 9.39 | 7.84 | 8.25 | 19.19 | 13.97 | 24.18 | 39.63 | 10.06 | 5.80 | 9.38 | 5.92 |
| Yield(%) | 0.00 | 6.20 | 3.42 | 2.88 | 5.33 | 6.86 | 4.90 | 5.05 | 0.33 | 7.08 | 1.70 | 1.40 | 1.46 | 1.72 | 1.90 | 3.58 | 7.56 | 14.41 | 15.54 | 4.79 | 10.50 | 9.72 | 1.62 | 2.58 | 1.46 | 1.70 | 3.90 | 1.63 | 0.00 | 0.00 |
Data as of 07/22/2025, AR inception is 01/20/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDGIX (CRAWFORD DIVIDEND GROWTH FUND CRAWFORD DIVIDEND GROWTH FUND - CLASS I) |
-10.85%
Feb 2006 - Feb 2009 |
-6.25%
Feb 2004 - Feb 2009 |
4.38%
Sep 2005 - Sep 2015 |
4.92%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDGIX (CRAWFORD DIVIDEND GROWTH FUND CRAWFORD DIVIDEND GROWTH FUND - CLASS I) |
18.63%
Feb 2009 - Feb 2012 |
17.38%
Feb 2009 - Feb 2014 |
12.14%
Feb 2009 - Feb 2019 |
10.38%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart