IDVIX - Copeland International Risk Managed Dividend Growth Fund Class I Shares

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating
Year-to-Date Return2.14%
5-Year Average Return1.59%
Number of Years Up2
Number of Years Down4
Best 1 Yr Total Return (Feb 3, 2019)24.32%
Worst 1 Yr Total Return (Feb 3, 2019)-8.79%
Best 3-Yr Total Return24.32%
Worst 3-Yr Total Return-3.52%

Trailing Returns (%) Vs. Benchmarks

ReturnIDVIXCategory
YTD6.07%18.29%
1-Month2.32%6.22%
3-Month1.36%4.81%
1-Year-3.96%2.25%
3-Year4.30%9.63%
5-Year0.10%4.09%
10-Year0.00%8.20%
Last Bull Market0.00%17.45%
Last Bear Market0.00%-22.63%

Annual Total Return (%) History

Year
IDVIXCategory
2019
N/AN/A
2018
-8.79%-14.08%
2017
24.32%30.87%
2016
-6.89%-2.14%
2015
-2.53%0.95%
2014
-1.06%-3.92%
2013
12.08%18.58%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20194.64%1.36%N/AN/A
2018-0.41%1.14%1.62%-10.89%
20175.79%7.84%5.69%3.10%
2016-1.47%0.19%1.68%-7.23%
20153.14%0.70%-6.04%-0.11%
20142.39%4.94%-6.60%-1.41%
20135.26%-4.34%7.30%3.74%

Rank In Category (By Total Return)

YTD99
1-Month99
3-Month97
1-Year93
3-Year98
5-Year98

Load Adjusted Returns

1-Year-3.96%
3-Year4.30%
5-Year0.10%
10-YearN/A