Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDOCX (CRAWFORD DIVIDEND OPPORTUNITY FUND CRAWFORD DIVIDEND OPPORTUNITY FUND – CLASS C) | NA | -2.82% | 3.38% | NA | NA | NA | NA | … | … |
Data as of 02/26/2020, Common starting date is 04/29/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDOCX (CRAWFORD DIVIDEND OPPORTUNITY FUND CRAWFORD DIVIDEND OPPORTUNITY FUND – CLASS C) | 04/29/2015 | 02/26/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.94 | -2.82 | 3.38 | NA | NA | NA | NA | … | … | -8.12 | 20.21 | -8.57 | 12.79 | 25.68 | -6.64 |
| Sharpe Ratio | NA | -0.28 | 0.18 | NA | NA | NA | NA | … | … | -2.90 | 1.33 | -0.65 | 1.19 | 1.71 | -0.67 |
| Standard Deviation(%) | NA | 14.54 | 13.63 | NA | NA | NA | NA | … | … | 15.17 | 14.18 | 15.17 | 10.24 | 14.79 | 14.52 |
| Draw Down(%) | NA | 9.74 | 21.01 | NA | NA | NA | NA | … | … | 9.74 | 8.20 | 21.01 | 6.98 | 9.40 | 11.30 |
| Yield(%) | 0.00 | 4.40 | 5.09 | 4.74 | 2.37 | 1.58 | 1.19 | … | … | 0.00 | 5.00 | 5.63 | 5.02 | 1.05 | 5.58 |
Data as of 02/26/2020, Common starting date is 04/29/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDOCX (CRAWFORD DIVIDEND OPPORTUNITY FUND CRAWFORD DIVIDEND OPPORTUNITY FUND – CLASS C) |
5.57%
Jan 2017 – Jan 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDOCX (CRAWFORD DIVIDEND OPPORTUNITY FUND CRAWFORD DIVIDEND OPPORTUNITY FUND – CLASS C) |
15.13%
Feb 2016 – Feb 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart