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Copeland Intl Risk Mgd Div Gr I (IDVIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.070.00 (0.00%)
As of 09:00PM EDT. Market open.

Performance overview

Morningstar return rating★
Year-to-date return2.14%
5-year average return1.59%
Number of years up3
Number of years down4
Best 1-yr total return (3 Feb 2019)24.32%
Worst 1-yr total return (3 Feb 2019)-8.79%
Best 3-yr total return24.32%
Worst 3-yr total return-3.52%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIDVIXCategory
YTD-12.70%7.01%
1-month-2.55%0.44%
3-month-2.21%6.77%
1-year-10.23%34.50%
3-year-2.77%13.81%
5-year0.17%13.83%
10-year0.00%8.22%
Last bull market0.00%17.48%
Last bear market0.00%-22.43%

Annual total return (%) history

Year
IDVIXCategory
2020
N/A25.48%
2019
13.46%27.83%
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
2020-19.72%7.37%3.20%N/A
20194.64%1.36%0.59%6.35%
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)

YTD100
1-month38
3-month87
1-year100
3-year100
5-year100

Load adjusted returns

1-year-9.14%
3-year-2.53%
5-year0.88%
10-yearN/A