Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDOFX (CRAWFORD DIVIDEND OPPORTUNITY FUND CRAWFORD DIVIDEND OPPORTUNITY FUND – CLASS I) | 11.41% | 17.56% | 11.29% | 4.51% | 8.66% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDOFX (CRAWFORD DIVIDEND OPPORTUNITY FUND CRAWFORD DIVIDEND OPPORTUNITY FUND – CLASS I) | 09/26/2012 | 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 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.15 | 17.56 | 11.29 | 4.51 | 8.66 | NA | NA | … | … | 11.41 | 0.43 | 10.43 | 14.63 | -14.07 | 22.03 | 3.51 | 21.38 | -7.60 | 13.94 | 26.60 | -2.23 | 6.00 | 37.18 | 1.56 |
| Sharpe Ratio | NA | 0.87 | 0.44 | 0.10 | 0.35 | NA | NA | … | … | 1.50 | -0.12 | 0.38 | 0.64 | -0.69 | 1.26 | 0.08 | 1.40 | -0.59 | 1.30 | 1.78 | -0.16 | 0.47 | 2.92 | 0.60 |
| Standard Deviation(%) | NA | 16.83 | 18.65 | 19.16 | 20.69 | NA | NA | … | … | 17.09 | 21.03 | 17.83 | 17.20 | 22.53 | 17.53 | 40.66 | 14.19 | 15.18 | 10.26 | 14.79 | 14.06 | 12.68 | 12.74 | 10.43 |
| Draw Down(%) | NA | 10.95 | 24.11 | 24.11 | 39.92 | NA | NA | … | … | 10.95 | 19.90 | 8.03 | 16.14 | 20.61 | 8.96 | 39.92 | 8.15 | 20.74 | 6.90 | 9.36 | 11.14 | 8.59 | 5.11 | 5.81 |
| Yield(%) | 0.00 | 3.61 | 3.41 | 3.68 | 5.29 | 6.02 | 4.51 | … | … | 0.37 | 3.46 | 4.35 | 1.29 | 3.42 | 8.33 | 2.02 | 5.93 | 6.58 | 6.00 | 1.66 | 6.82 | 3.06 | 4.10 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDOFX (CRAWFORD DIVIDEND OPPORTUNITY FUND CRAWFORD DIVIDEND OPPORTUNITY FUND – CLASS I) |
-4.01%
Mar 2017 – Mar 2020 |
1.30%
Mar 2015 – Mar 2020 |
6.47%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDOFX (CRAWFORD DIVIDEND OPPORTUNITY FUND CRAWFORD DIVIDEND OPPORTUNITY FUND – CLASS I) |
16.94%
Mar 2020 – Mar 2023 |
16.11%
Nov 2012 – Nov 2017 |
10.48%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart