Nasdaq - Delayed Quote • USD
Crawford Small Cap Dividend (CDOFX)
As of 8:05 AM EDT. Market Open.
Fund Summary
The fund invests primarily in common stocks of small capitalization companies that demonstrate a consistent pattern of earnings and dividend growth. The fund's Advisor manages the fund by investing primarily in companies with market capitalizations of $5 billion or less at the time of purchase. The Advisor believes investing long-term in companies with sound management, strong balance sheets, and the ability to produce consistent earnings and dividends is a low risk means of building wealth.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 37.53% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 8 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -0.50% |
| 5y Average Return | 5.52% |
| Rank in Category (ytd) | 78 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.93 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CDOFX | Category Average | CDOFX | Category Average | CDOFX | Category Average | |
| Alpha | -6.88 | -0.09 | -6.79 | -0.06 | -4.04 | -0.06 |
| BETA | 0.93 | 0.01 | 1.01 | 0.01 | 0.99 | 0.01 |
| Mean Annual Return | 0.41 | 0.01 | 0.76 | 0.01 | 0.77 | 0.01 |
| R-squared | 76.56 | 0.83 | 80.01 | 0.77 | 76.02 | 0.78 |
| Standard Deviation | 18.74 | 0.26 | 20.71 | 0.21 | 17.25 | 0.19 |
| Sharpe Ratio | 0.11 | 0 | 0.34 | 0.01 | 0.45 | 0.01 |
| Treynor Ratio | 0.34 | 0.08 | 5 | 0.1 | 6.64 | 0.09 |
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