Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IDVCX (COPELAND INTERNATIONAL RISK MANAGED DIVIDEND GROWTH FUND COPELAND INTERNATIONAL RISK MANAGED DIVIDEND GROWTH FUND CLASS C) | NA | -13.27% | -3.68% | 0.08% | 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 |
|---|---|---|
| IDVCX (COPELAND INTERNATIONAL RISK MANAGED DIVIDEND GROWTH FUND COPELAND INTERNATIONAL RISK MANAGED DIVIDEND GROWTH FUND CLASS C) | 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 | -13.27 | -3.68 | 0.08 | NA | NA | NA | … | … | -13.34 | 12.32 | -9.56 | 23.16 | -7.63 | -3.37 | -1.44 | 10.63 | 0.70 |
| Sharpe Ratio | NA | -0.52 | -0.29 | -0.05 | NA | NA | NA | … | … | -0.57 | 1.74 | -0.92 | 3.08 | -0.71 | -0.31 | -0.16 | 1.08 | 6.69 |
| Standard Deviation(%) | NA | 24.36 | 16.07 | 13.77 | NA | NA | NA | … | … | 24.86 | 6.25 | 11.81 | 7.34 | 10.95 | 11.10 | 8.98 | 9.83 | 11.90 |
| Draw Down(%) | NA | 31.99 | 33.44 | 33.44 | NA | NA | NA | … | … | 31.99 | 3.38 | 15.89 | 3.43 | 11.75 | 10.64 | 13.46 | 8.27 | 0.50 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.07 | 0.04 | 0.03 | 0.02 | … | … | 0.00 | 0.00 | 0.00 | 0.40 | 0.00 | 0.00 | 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 |
|---|---|---|---|---|
| IDVCX (COPELAND INTERNATIONAL RISK MANAGED DIVIDEND GROWTH FUND COPELAND INTERNATIONAL RISK MANAGED DIVIDEND GROWTH FUND CLASS C) |
-4.22%
Feb 2014 – Feb 2017 |
-2.74%
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 |
|---|---|---|---|---|
| IDVCX (COPELAND INTERNATIONAL RISK MANAGED DIVIDEND GROWTH FUND COPELAND INTERNATIONAL RISK MANAGED DIVIDEND GROWTH FUND CLASS C) |
7.75%
Dec 2016 – Dec 2019 |
4.09%
Jan 2013 – Jan 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart