Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CDGRX (COPELAND RISK MANAGED DIVIDEND GROWTH FUND COPELAND RISK MANAGED DIVIDEND GROWTH FUND CLASS A SHARES) | 4.32% | -3.00% | 1.47% | 3.36% | 3.44% | NA | NA | 5.73% |
Data as of 08/06/2025, AR inception is 03/29/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDGRX (COPELAND RISK MANAGED DIVIDEND GROWTH FUND COPELAND RISK MANAGED DIVIDEND GROWTH FUND CLASS A SHARES) | 03/29/2011 | 08/06/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | -3.00 | 1.47 | 3.36 | 3.44 | NA | NA | 5.73 | 4.32 | -2.97 | 14.58 | -19.65 | 12.54 | 3.69 | 12.40 | 0.22 | 19.57 | 3.38 | -7.45 | 9.96 | 31.03 | 9.98 | -1.74 |
| Sharpe Ratio | NA | -0.47 | -0.13 | 0.07 | 0.10 | NA | NA | 0.27 | 0.09 | -0.52 | 0.71 | -0.88 | 0.74 | 0.11 | 1.80 | -0.07 | 2.65 | 0.37 | -0.56 | 0.85 | 2.81 | 0.81 | -0.12 |
| Standard Deviation(%) | NA | 22.18 | 18.80 | 18.64 | 17.76 | NA | NA | 16.54 | 20.41 | 18.40 | 14.73 | 23.98 | 17.01 | 31.71 | 6.12 | 15.08 | 7.17 | 8.49 | 13.46 | 11.69 | 11.02 | 12.32 | 19.21 |
| Draw Down(%) | NA | 29.25 | 29.25 | 30.46 | 36.25 | NA | NA | 36.25 | 17.51 | 17.14 | 13.27 | 22.10 | 13.22 | 36.25 | 3.12 | 17.60 | 2.66 | 7.96 | 14.08 | 9.20 | 6.95 | 10.22 | 16.10 |
| Yield(%) | 0.00 | 0.12 | 0.35 | 0.27 | 4.27 | 4.82 | 3.62 | 5.17 | 0.00 | 0.13 | 0.23 | 0.64 | 0.17 | 0.00 | 19.66 | 7.77 | 5.08 | 3.82 | 10.02 | 4.54 | 3.52 | 0.95 | 0.40 |
Data as of 08/06/2025, AR inception is 03/29/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDGRX (COPELAND RISK MANAGED DIVIDEND GROWTH FUND COPELAND RISK MANAGED DIVIDEND GROWTH FUND CLASS A SHARES) |
-3.69%
Dec 2021 - Dec 2024 |
-0.23%
Sep 2018 - Sep 2023 |
2.21%
Mar 2015 - Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDGRX (COPELAND RISK MANAGED DIVIDEND GROWTH FUND COPELAND RISK MANAGED DIVIDEND GROWTH FUND CLASS A SHARES) |
16.59%
Dec 2011 - Dec 2014 |
12.20%
Oct 2016 - Oct 2021 |
9.66%
Oct 2011 - Oct 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart