Canada markets closed

Copeland Trust - Copeland International Risk Managed Dividend Growth Fund (IDVGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
11.090.00 (0.00%)
At close: 09:00PM EDT

Performance Overview

Morningstar Return Rating★
Year-to-Date Return2.14%
5-Year Average Return1.47%
Number of Years Up3
Number of Years Down4
Best 1 Yr Total Return (Feb 3, 2019)24.10%
Worst 1 Yr Total Return (Feb 3, 2019)-8.92%
Best 3-Yr Total Return24.10%
Worst 3-Yr Total Return-3.61%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnIDVGXCategory
YTD-12.81%7.01%
1-Month-2.55%0.44%
3-Month-2.20%6.77%
1-Year-10.34%34.50%
3-Year-2.90%13.81%
5-Year0.04%13.83%
10-Year0.00%8.22%
Last Bull Market0.00%17.48%
Last Bear Market0.00%-22.43%

Annual Total Return (%) History

Year
IDVGXCategory
2020
N/A25.48%
2019
13.28%27.83%
2018
-8.92%-14.08%
2017
24.10%30.87%
2016
-6.99%-2.14%
2015
-2.60%0.95%
2014
-1.15%-3.92%
2013
11.98%18.58%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-19.73%7.25%3.29%N/A
20194.54%1.36%0.59%6.28%
2018-0.49%1.06%1.69%-10.94%
20175.68%7.83%5.69%3.04%
2016-1.57%0.09%1.59%-7.07%
20153.14%0.61%-6.06%-0.09%
20142.40%4.94%-6.69%-1.42%
20135.26%-4.34%7.20%3.74%

Rank In Category (By Total Return)

YTD100
1-Month40
3-Month89
1-Year100
3-Year100
5-Year100

Load Adjusted Returns

1-Year-14.46%
3-Year-4.59%
5-Year-0.43%
10-YearN/A