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Copeland Intl Risk Mgd Div Gr C (IDVCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.590.00 (0.00%)
As of 09:00PM EDT. Market open.

Performance overview

Morningstar return rating
Year-to-date return2.02%
5-year average return0.71%
Number of years up3
Number of years down4
Best 1-yr total return (3 Feb 2019)23.16%
Worst 1-yr total return (3 Feb 2019)-9.56%
Best 3-yr total return23.16%
Worst 3-yr total return-4.35%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIDVCXCategory
YTD-13.34%7.01%
1-month-2.58%0.44%
3-month-2.40%6.77%
1-year-11.01%34.50%
3-year-3.63%13.81%
5-year-0.71%13.83%
10-year0.00%8.22%
Last bull market0.00%17.48%
Last bear market0.00%-22.43%

Annual total return (%) history

Year
IDVCXCategory
2020
N/A25.48%
2019
12.32%27.83%
2018
-9.56%-14.08%
2017
23.16%30.87%
2016
-7.63%-2.14%
2015
-3.37%0.95%
2014
-1.96%-3.92%
2013
11.29%18.58%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-19.80%7.04%3.05%N/A
20194.32%1.15%0.44%5.98%
2018-0.67%0.92%1.41%-11.04%
20175.51%7.64%5.39%2.89%
2016-1.70%-0.10%1.44%-7.28%
20152.91%0.53%-6.34%-0.28%
20142.14%4.72%-6.84%-1.61%
20135.16%-4.53%7.02%3.57%

Rank in category (by total return)

YTD100
1-month42
3-month91
1-year100
3-year100
5-year100

Load adjusted returns

1-year-9.96%
3-year-3.41%
5-year-0.01%
10-yearN/A