IDVGX - Copeland International Risk Managed Dividend Growth Fund Class A Shares

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating
Year-to-Date Return2.14%
5-Year Average Return1.47%
Number of Years Up2
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

ReturnIDVGXCategory
YTD5.97%18.29%
1-Month2.23%6.22%
3-Month1.36%4.81%
1-Year-4.03%2.25%
3-Year4.18%9.63%
5-Year-0.04%4.09%
10-Year0.00%8.20%
Last Bull Market0.00%17.45%
Last Bear Market0.00%-22.63%

Annual Total Return (%) History

Year
IDVGXCategory
2019
N/AN/A
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
20194.54%1.36%N/AN/A
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-Month100
3-Month98
1-Year94
3-Year98
5-Year98

Load Adjusted Returns

1-Year-9.55%
3-Year2.14%
5-Year-1.21%
10-YearN/A