Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDIVX (COPELAND RISK MANAGED DIVIDEND GROWTH FUND COPELAND RISK MANAGED DIVIDEND GROWTH FUND CLASS I SHARES) | 4.67% | 12.55% | 12.27% | 7.42% | 8.72% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDIVX (COPELAND RISK MANAGED DIVIDEND GROWTH FUND COPELAND RISK MANAGED DIVIDEND GROWTH FUND CLASS I SHARES) | 03/04/2013 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 12.55 | 12.27 | 7.42 | 8.72 | NA | NA | … | … | 4.67 | 0.83 | 10.05 | 18.95 | -14.73 | 26.51 | 3.91 | 12.57 | 0.30 | 19.77 | 3.54 | -7.23 | 10.19 | 20.57 |
| Sharpe Ratio | NA | 0.91 | 0.64 | 0.30 | 0.42 | NA | NA | … | … | 0.60 | -0.11 | 0.50 | 1.08 | -0.70 | 1.98 | 0.11 | 1.85 | -0.07 | 2.71 | 0.39 | -0.54 | 0.87 | 2.26 |
| Standard Deviation(%) | NA | 11.65 | 14.49 | 16.44 | 16.75 | NA | NA | … | … | 13.32 | 18.82 | 12.93 | 14.29 | 23.01 | 13.38 | 31.87 | 6.01 | 15.12 | 7.08 | 8.48 | 13.53 | 11.67 | 11.10 |
| Draw Down(%) | NA | 8.37 | 19.91 | 22.14 | 36.23 | NA | NA | … | … | 8.37 | 17.44 | 7.22 | 13.23 | 22.03 | 5.05 | 36.23 | 3.08 | 17.68 | 2.60 | 7.91 | 13.96 | 9.12 | 6.95 |
| Yield(%) | 0.00 | 9.34 | 9.74 | 8.52 | 8.67 | 7.40 | 5.55 | … | … | 0.00 | 9.48 | 14.00 | 4.50 | 5.89 | 14.03 | 0.00 | 20.09 | 8.13 | 5.43 | 4.23 | 10.45 | 4.90 | 3.19 |
Data as of 06/04/2026, Common starting date is 03/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDIVX (COPELAND RISK MANAGED DIVIDEND GROWTH FUND COPELAND RISK MANAGED DIVIDEND GROWTH FUND CLASS I SHARES) |
0.76%
Mar 2017 – Mar 2020 |
0.20%
Mar 2015 – Mar 2020 |
5.55%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDIVX (COPELAND RISK MANAGED DIVIDEND GROWTH FUND COPELAND RISK MANAGED DIVIDEND GROWTH FUND CLASS I SHARES) |
15.05%
Sep 2022 – Sep 2025 |
12.36%
Oct 2016 – Oct 2021 |
8.95%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart