Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHDPX (CULLEN HIGH DIVIDEND EQUITY FUND CLASS R2) | NA | 28.56% | 5.13% | 7.57% | 7.61% | NA | NA | … | … |
Data as of 10/22/2024, Common starting date is 03/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHDPX (CULLEN HIGH DIVIDEND EQUITY FUND CLASS R2) | 03/05/2010 | 10/22/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 28.56 | 5.13 | 7.57 | 7.61 | NA | NA | … | … | 14.78 | 2.59 | -4.08 | 26.17 | -4.50 | 19.40 | -5.29 | 16.54 | 9.96 | -0.16 | 7.31 | 19.78 | 6.73 | 8.19 | 8.98 |
| Sharpe Ratio | NA | 2.04 | 0.10 | 0.27 | 0.38 | NA | NA | … | … | 1.15 | -0.14 | -0.30 | 2.16 | -0.14 | 1.78 | -0.46 | 2.73 | 0.82 | -0.01 | 0.73 | 2.09 | 0.72 | 0.48 | 0.79 |
| Standard Deviation(%) | NA | 10.26 | 13.83 | 19.23 | 15.98 | NA | NA | … | … | 9.95 | 11.84 | 18.05 | 12.11 | 33.90 | 10.13 | 14.31 | 5.86 | 11.89 | 14.44 | 9.99 | 9.46 | 9.36 | 17.03 | 13.77 |
| Draw Down(%) | NA | 5.21 | 18.11 | 37.01 | 37.01 | NA | NA | … | … | 5.21 | 13.14 | 18.11 | 5.04 | 37.01 | 6.61 | 15.16 | 2.25 | 8.08 | 12.77 | 7.54 | 6.49 | 6.24 | 12.34 | 11.04 |
| Yield(%) | 0.00 | 14.93 | 10.22 | 9.77 | 8.85 | 9.01 | 6.76 | … | … | 1.95 | 13.73 | 8.48 | 14.08 | 10.86 | 7.86 | 13.52 | 11.50 | 5.80 | 5.11 | 4.18 | 0.00 | 0.00 | 0.00 | 0.56 |
Data as of 10/22/2024, Common starting date is 03/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHDPX (CULLEN HIGH DIVIDEND EQUITY FUND CLASS R2) |
-2.73%
Mar 2017 – Mar 2020 |
1.81%
Mar 2015 – Mar 2020 |
5.39%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHDPX (CULLEN HIGH DIVIDEND EQUITY FUND CLASS R2) |
15.64%
Mar 2020 – Mar 2023 |
11.11%
May 2010 – May 2015 |
9.35%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart