Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPATX (COUNTERPOINT TACTICAL INCOME FUND COUNTERPOINT TACTICAL INCOME FUND CLASS A SHARES) | -0.21% | 4.48% | 5.70% | 3.51% | 4.53% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/08/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPATX (COUNTERPOINT TACTICAL INCOME FUND COUNTERPOINT TACTICAL INCOME FUND CLASS A SHARES) | 12/08/2014 | 06/03/2026 |
| 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 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.53 | 4.48 | 5.70 | 3.51 | 4.53 | NA | NA | … | … | -0.21 | 4.41 | 6.49 | 9.54 | -2.63 | 2.35 | 8.11 | 9.59 | -3.01 | 4.66 | 15.63 | 0.58 | 0.00 |
| Sharpe Ratio | NA | 0.57 | 0.94 | 0.35 | 0.97 | NA | NA | … | … | -1.46 | 0.50 | 1.36 | 1.96 | -1.55 | 1.00 | 1.85 | 3.31 | -1.75 | 1.86 | 3.62 | 0.22 | 0.00 |
| Standard Deviation(%) | NA | 2.62 | 2.65 | 2.69 | 2.93 | NA | NA | … | … | 2.89 | 3.04 | 2.11 | 3.02 | 2.63 | 2.31 | 4.22 | 2.46 | 2.52 | 2.16 | 4.25 | 2.51 | NA |
| Draw Down(%) | NA | 2.00 | 3.67 | 4.77 | 4.77 | NA | NA | … | … | 2.00 | 3.67 | 0.97 | 2.76 | 3.28 | 2.32 | 2.64 | 1.13 | 4.46 | 2.05 | 3.15 | 2.16 | 0.00 |
| Yield(%) | 0.31 | 4.58 | 5.27 | 4.27 | 4.22 | 3.13 | 2.35 | … | … | 1.43 | 4.89 | 5.71 | 5.75 | 2.27 | 3.62 | 2.13 | 3.65 | 3.08 | 4.17 | 4.84 | 1.30 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/08/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPATX (COUNTERPOINT TACTICAL INCOME FUND COUNTERPOINT TACTICAL INCOME FUND CLASS A SHARES) |
1.83%
May 2017 – May 2020 |
2.57%
Oct 2017 – Oct 2022 |
4.53%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPATX (COUNTERPOINT TACTICAL INCOME FUND COUNTERPOINT TACTICAL INCOME FUND CLASS A SHARES) |
6.86%
Jan 2015 – Jan 2018 |
6.82%
Dec 2015 – Dec 2020 |
5.37%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart