Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDGRX (COPELAND RISK MANAGED DIVIDEND GROWTH FUND COPELAND RISK MANAGED DIVIDEND GROWTH FUND CLASS A SHARES) | 4.59% | 12.50% | 12.08% | 3.72% | 6.67% | 6.93% | NA | … | … |
Data as of 06/03/2026, Common starting date 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 | 06/03/2026 |
| 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 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.63 | 12.50 | 12.08 | 3.72 | 6.67 | 6.93 | NA | … | … | 4.59 | 8.70 | 9.79 | 18.81 | -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 | 0.90 | 0.62 | 0.06 | 0.29 | NA | NA | … | … | 0.60 | 0.34 | 0.48 | 1.07 | -0.88 | 0.74 | 0.11 | 1.79 | -0.08 | 2.65 | 0.37 | -0.56 | 0.85 | 2.81 | 0.81 | -0.12 |
| Standard Deviation(%) | NA | 11.61 | 14.53 | 17.39 | 17.21 | NA | NA | … | … | 13.39 | 17.03 | 12.95 | 14.35 | 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 | 8.37 | 19.94 | 28.81 | 36.25 | NA | NA | … | … | 8.37 | 17.51 | 7.25 | 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 | 9.19 | 9.48 | 4.96 | 6.55 | 6.78 | 5.20 | … | … | 0.00 | 9.31 | 13.60 | 4.23 | 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 06/03/2026, Common starting date 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) |
-2.12%
Dec 2019 – Dec 2022 |
-0.23%
Sep 2018 – Sep 2023 |
3.56%
Oct 2013 – Oct 2023 |
6.66%
May 2011 – May 2026 |
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 |
6.67%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart