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Copeland Intl Risk Mgd Div Gr C (IDVCX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
10.59
0.00
(0.00%)
As of 09:00PM EDT. Market open.
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
★
Year-to-date return
2.02%
5-year average return
0.71%
Number of years up
3
Number of years down
4
Best 1-yr total return (3 Feb 2019)
23.16%
Worst 1-yr total return (3 Feb 2019)
-9.56%
Best 3-yr total return
23.16%
Worst 3-yr total return
-4.35%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
IDVCX
Category
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-year
0.00%
8.22%
Last bull market
0.00%
17.48%
Last bear market
0.00%
-22.43%
Annual total return (%) history
Year
IDVCX
Category
2020
N/A
25.48%
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 (%)
Year
Q1
Q2
Q3
Q4
2020
-19.80%
7.04%
3.05%
N/A
2019
4.32%
1.15%
0.44%
5.98%
2018
-0.67%
0.92%
1.41%
-11.04%
2017
5.51%
7.64%
5.39%
2.89%
2016
-1.70%
-0.10%
1.44%
-7.28%
2015
2.91%
0.53%
-6.34%
-0.28%
2014
2.14%
4.72%
-6.84%
-1.61%
2013
5.16%
-4.53%
7.02%
3.57%
Rank in category (by total return)
YTD
100
1-month
42
3-month
91
1-year
100
3-year
100
5-year
100
Load adjusted returns
1-year
-9.96%
3-year
-3.41%
5-year
-0.01%
10-year
N/A
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