Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSDGX (Copeland SMID Cap Dividend Growth Fund) | 9.82% | 13.10% | 6.88% | 4.16% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 02/11/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSDGX (Copeland SMID Cap Dividend Growth Fund) | 02/11/2019 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.01 | 13.10 | 6.88 | 4.16 | NA | NA | NA | … | … | 9.82 | 2.58 | 1.94 | 18.53 | -15.02 | 22.19 | 8.08 | 15.91 |
| Sharpe Ratio | NA | 0.86 | 0.30 | 0.10 | NA | NA | NA | … | … | 1.50 | -0.02 | -0.11 | 0.93 | -0.71 | 1.44 | 0.22 | 1.46 |
| Standard Deviation(%) | NA | 14.51 | 16.78 | 18.14 | NA | NA | NA | … | … | 15.30 | 19.29 | 15.70 | 16.07 | 23.31 | 15.40 | 35.64 | 11.37 |
| Draw Down(%) | NA | 9.21 | 24.70 | 24.70 | NA | NA | NA | … | … | 9.21 | 19.48 | 10.43 | 14.73 | 21.35 | 7.69 | 37.22 | 5.25 |
| Yield(%) | 0.00 | 2.86 | 1.65 | 2.84 | 2.21 | 1.47 | 1.11 | … | … | 0.00 | 2.87 | 1.17 | 0.76 | 3.27 | 7.54 | 0.27 | 1.65 |
Data as of 06/08/2026, Common starting date is 02/11/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSDGX (Copeland SMID Cap Dividend Growth Fund) |
0.89%
Dec 2021 – Dec 2024 |
4.05%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSDGX (Copeland SMID Cap Dividend Growth Fund) |
16.31%
Mar 2020 – Mar 2023 |
11.20%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart