Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/18/2011.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| CISAX (Copeland International Small Cap Fund) | 7.46% | NA | 25.94% | -7.92% | -0.89% | NA | NA | NA |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CISAX (Copeland International Small Cap Fund) | 11/06/2002 | 05/18/2011 |
The return data shown below all have the same latest date: 05/18/2011.
AR inception is since 11/06/2002.
AR inception is since 11/06/2002.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 25.94 | -7.92 | -0.89 | NA | NA | NA | 7.46 | 3.01 | 8.08 | 31.00 | -45.43 | 7.19 | 24.52 | 13.26 | 13.34 | 32.24 | -1.37 |
| Sharpe Ratio | NA | 1.36 | -0.25 | -0.08 | NA | NA | NA | 0.25 | 0.54 | 0.37 | 1.08 | -1.06 | 0.22 | 1.43 | 1.08 | 0.91 | 2.43 | -0.92 |
| Standard Deviation(%) | NA | 19.08 | 32.54 | 27.99 | NA | NA | NA | 22.63 | 14.94 | 21.60 | 28.66 | 43.68 | 18.63 | 14.89 | 10.24 | 13.58 | 12.96 | 10.71 |
| Draw Down(%) | NA | 10.32 | 60.56 | 63.06 | NA | NA | NA | 63.06 | 10.32 | 20.74 | 28.27 | 57.94 | 13.74 | 16.93 | 6.61 | 11.71 | 12.62 | 3.59 |
| Yield(%) | 0.00 | 1.66 | 1.85 | 6.53 | 6.26 | 4.17 | 3.13 | 7.83 | 0.00 | 1.68 | 3.82 | 2.50 | 15.26 | 13.10 | 1.99 | 0.02 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CISAX (Copeland International Small Cap Fund) |
-17.97%
Feb 2006 - Feb 2009 |
-6.23%
Feb 2004 - Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CISAX (Copeland International Small Cap Fund) |
25.77%
Mar 2003 - Mar 2006 |
17.77%
Dec 2002 - Dec 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart