Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSMDX (Copeland SMID Cap Dividend Growth Fund C) | 11.66% | 16.68% | 8.88% | 4.82% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/28/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSMDX (Copeland SMID Cap Dividend Growth Fund C) | 02/28/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.68 | 8.88 | 4.82 | NA | NA | NA | … | … | 11.66 | 2.72 | 2.24 | 18.89 | -14.89 | 22.02 | 8.29 | 28.46 | -5.23 | 11.15 |
| Sharpe Ratio | NA | 0.97 | 0.36 | 0.12 | NA | NA | NA | … | … | 1.74 | -0.01 | -0.09 | 0.96 | -0.70 | 1.42 | 0.22 | 2.32 | -0.47 | 1.45 |
| Standard Deviation(%) | NA | 14.47 | 16.84 | 18.14 | NA | NA | NA | … | … | 15.44 | 19.25 | 15.70 | 16.05 | 23.33 | 15.45 | 35.62 | 11.62 | 14.23 | 8.77 |
| Draw Down(%) | NA | 9.20 | 24.60 | 24.60 | NA | NA | NA | … | … | 9.20 | 19.41 | 10.42 | 14.69 | 21.27 | 7.70 | 37.28 | 5.24 | 19.01 | 4.12 |
| Yield(%) | 0.00 | 3.18 | 1.94 | 2.94 | 3.08 | 2.05 | 1.54 | … | … | 0.00 | 3.15 | 1.36 | 0.96 | 3.33 | 7.21 | 0.41 | 1.94 | 3.98 | 0.84 |
Data as of 06/04/2026, Common starting date is 02/28/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSMDX (Copeland SMID Cap Dividend Growth Fund C) |
1.14%
Dec 2021 – Dec 2024 |
4.20%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSMDX (Copeland SMID Cap Dividend Growth Fund C) |
19.29%
Dec 2018 – Dec 2021 |
11.42%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart