Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IDVIX (COPELAND INTERNATIONAL RISK MANAGED DIVIDEND GROWTH FUND COPELAND INTERNATIONAL RISK MANAGED DIVIDEND GROWTH FUND CLASS I) | NA | -12.56% | -2.82% | 0.97% | NA | NA | NA | … | … |
Data as of 12/15/2020, Common starting date is 12/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IDVIX (COPELAND INTERNATIONAL RISK MANAGED DIVIDEND GROWTH FUND COPELAND INTERNATIONAL RISK MANAGED DIVIDEND GROWTH FUND CLASS I) | 12/26/2012 | 12/15/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -12.56 | -2.82 | 0.97 | NA | NA | NA | … | … | -12.70 | 13.46 | -8.79 | 24.31 | -6.89 | -2.53 | -0.62 | 11.52 | 0.60 |
| Sharpe Ratio | NA | -0.49 | -0.24 | 0.02 | NA | NA | NA | … | … | -0.54 | 1.94 | -0.86 | 3.22 | -0.65 | -0.23 | -0.07 | 1.17 | 5.44 |
| Standard Deviation(%) | NA | 24.16 | 15.96 | 13.70 | NA | NA | NA | … | … | 24.65 | 6.22 | 11.80 | 7.39 | 10.91 | 11.06 | 9.07 | 9.82 | 11.97 |
| Draw Down(%) | NA | 31.86 | 32.18 | 32.18 | NA | NA | NA | … | … | 31.86 | 3.34 | 15.23 | 3.35 | 11.75 | 10.18 | 13.22 | 8.17 | 0.50 |
| Yield(%) | 0.00 | 0.00 | 0.10 | 0.57 | 0.31 | 0.20 | 0.15 | … | … | 0.00 | 0.34 | 0.00 | 1.52 | 1.01 | 0.07 | 0.00 | 0.00 | 0.00 |
Data as of 12/15/2020, Common starting date is 12/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDVIX (COPELAND INTERNATIONAL RISK MANAGED DIVIDEND GROWTH FUND COPELAND INTERNATIONAL RISK MANAGED DIVIDEND GROWTH FUND CLASS I) |
-3.38%
Dec 2013 – Dec 2016 |
-1.89%
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 |
|---|---|---|---|---|
| IDVIX (COPELAND INTERNATIONAL RISK MANAGED DIVIDEND GROWTH FUND COPELAND INTERNATIONAL RISK MANAGED DIVIDEND GROWTH FUND CLASS I) |
8.76%
Dec 2016 – Dec 2019 |
4.99%
Jan 2013 – Jan 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart