Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IDVGX (COPELAND INTERNATIONAL RISK MANAGED DIVIDEND GROWTH FUND COPELAND INTERNATIONAL RISK MANAGED DIVIDEND GROWTH FUND CLASS A) | NA | -12.68% | -2.97% | 0.83% | NA | NA | NA | 1.78% |
Data as of 12/15/2020, AR inception is 12/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IDVGX (COPELAND INTERNATIONAL RISK MANAGED DIVIDEND GROWTH FUND COPELAND INTERNATIONAL RISK MANAGED DIVIDEND GROWTH FUND CLASS A) | 12/26/2012 | 12/15/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -12.68 | -2.97 | 0.83 | NA | NA | NA | 1.78 | -12.81 | 13.29 | -8.92 | 24.10 | -6.99 | -2.60 | -0.71 | 11.42 | 1.10 |
| Sharpe Ratio | NA | -0.50 | -0.25 | 0.01 | NA | NA | NA | 0.09 | -0.55 | 1.88 | -0.87 | 3.22 | -0.66 | -0.24 | -0.08 | 1.15 | 12.30 |
| Standard Deviation(%) | NA | 24.23 | 16.00 | 13.71 | NA | NA | NA | 12.46 | 24.72 | 6.31 | 11.76 | 7.33 | 10.88 | 11.05 | 8.92 | 9.89 | 12.32 |
| Draw Down(%) | NA | 31.84 | 32.30 | 32.30 | NA | NA | NA | 32.30 | 31.84 | 3.34 | 15.27 | 3.34 | 11.70 | 10.29 | 13.25 | 8.17 | 0.50 |
| Yield(%) | 0.00 | 0.00 | 0.01 | 0.33 | 0.18 | 0.12 | 0.09 | 0.26 | 0.00 | 0.02 | 0.00 | 1.16 | 0.57 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/15/2020, AR inception is 12/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDVGX (COPELAND INTERNATIONAL RISK MANAGED DIVIDEND GROWTH FUND COPELAND INTERNATIONAL RISK MANAGED DIVIDEND GROWTH FUND CLASS A) |
-3.47%
Dec 2013 - Dec 2016 |
-2.03%
Mar 2015 - Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDVGX (COPELAND INTERNATIONAL RISK MANAGED DIVIDEND GROWTH FUND COPELAND INTERNATIONAL RISK MANAGED DIVIDEND GROWTH FUND CLASS A) |
8.59%
Dec 2016 - Dec 2019 |
4.86%
Jan 2013 - Jan 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart